Getting started

Set up your workspace and capture your first extra.

• Start here: your first protected extra — From a fresh account to your first customer-approved extra in one sitting.
• Reading the Today screen — What the numbers and statuses on your home screen mean.

Customers & jobs

Keep customer and project records organized.

• Add a customer and job — Create the customer record and the job an extra belongs to.

Capturing extras

Record extra work in the field, fast.

• Capture an extra in the field — Record out-of-scope work the moment it appears, before it gets lost.
• Working with a bad signal: drafts and recovery — What happens to a half-finished extra when the connection drops.

Photos & evidence

Attach photo proof to every extra.

• Add photo evidence to an extra — Photos of the condition are the strongest part of the record.

Pricing & editing

Line items, tax, corrections, and price revisions.

• Price an extra: line items, tax, and totals — Build the price from labour, material, and fixed lines -- OuttaScope does the math.
• Edit or fix an extra before it is sent — Drafts are freely editable; sent extras use tracked corrections.
• Revise a price after sending or a decision — Change a price with full history -- and a fresh customer decision.

Customer approvals

Send requests and get decisions in writing.

• Send an approval request — Get the customer a private link they can decide on -- no login needed.
• What your customer sees and decides — The no-login decision page, and what gets recorded.
• Every status, explained — The full life of an extra, from Draft to Paid.

Billing & exports

Track billed and paid work, export for invoicing.

• Mark work billed and paid — Track the money side after the approval, and undo mistakes.
• Download a CSV from Reports — Download exactly the records you are looking at, filters and all.
• What Reports shows you — Four views of your extras, and what every figure actually means.
• Approved, billed, and paid are three different things — What Ready to bill does -- and does not -- mean.
• How revised prices appear in Reports — Why a repriced extra is counted once, and where the old price went.
• The proof record for one extra — Everything OuttaScope recorded about one extra, in one place.

Plans & billing

Free plan limits, paid plans, and managing billing.

• Free plan limits and what happens after — 2 customer approval sends total -- no credit card, no expiring trial.
• Upgrade, manage billing, and cancel — Start a plan, change payment details, or cancel -- all from Settings.
• Past due, canceled, and reactivating — What past due, canceled, and failed-payment states mean for your access.

Account & sign-in

Sign-in help and workspace settings.

• Fix sign-in problems — Get back into your workspace.
• Your name, phone, and business logo on approval requests — What your customer sees on the approval email and page, and how to control it.
• Your workspace currency: auto-detected, yours to change early — How OuttaScope guesses USD or CAD at signup, and when you can still change it.
• Two-factor authentication (MFA) — When OuttaScope asks for a code, and when it merely suggests one.
• Contact support — Reach a human when self-service is not enough.

Troubleshooting

Fix problems and understand error messages.

• The approval link expired or will not open — Why a customer's link stops working and how to send a fresh one.
• A save or upload failed — What a failed save actually means, and how to recover without losing work.