Scope of Work for Your Team (SOW Tab)
Every estimate and change order has a SOW tab. It gives your team and trade partners a copy of the scope of work, with no prices. It is not the copy your client sees.
Here are the steps to follow:
Open the SOW tab
Open the estimate or change order and click the SOW tab.
Add Internal Notes
Type anything your team needs to know in Internal Notes. They show on the team copy only, never on your client's copy.
Share it
Copy Url copies a link to the team copy. Share By Email sends it to the email addresses you type. Download saves the team copy as a PDF.
Check the team copy
Click Team Preview to see what your team gets: your Internal Notes, then every line description grouped by cost group and section, including lines not marked Client. It shows no dollar amounts.
While it is a Draft
On a Draft, Copy Url and Share By Email are greyed out, because a link to a Draft will not open for anyone outside your team. Download still works, so you can send the PDF yourself. Or release the estimate or change order first, then share the link.
The email your team gets
| Part | What it says |
|---|---|
| Subject (estimate) | SOW for [project name] |
| Subject (change order) | SOW from [project name]. The subject cannot be changed. |
| Greeting | The names of the people you sent it to who are on your Buildwise team. If none of them are, it just says Hello. |
| Message | Please see the Scope of Work for [project name] by clicking this link. The link opens the team copy. |
If you have any questions or need support:
💬 Click the beacon on this page to chat with us
📩 Click the beacon on this page to email us