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Remedial Scope of Works - Complete Guide

How a defect found on site becomes a priced remedial quote: the engineer logs it, an internal office-only Remedial Scope of Works sheet attaches itself and stays in step with the job's defects, and the office turns it into one bundled quote.

Last updated: 24 September 2026

Engineers find things that need fixing on almost every visit. When an engineer logs a defect that is Major or Critical, or ticks "Quote required for remedial work", a draft Remedial Scope of Works sheet attaches itself to the job. Its Defects in Scope list is a live view of the job's defects, so it keeps up on its own as defects are logged, edited or removed. The engineer adds a short "Details of works required" summary and marks the sheet complete; the office then turns it into one bundled quote, with parts and labour already priced from each defect.

The sheet is an internal, office-only document. The customer never sees or signs it - they see and accept the priced quote it produces.

The journey of a defect: an engineer logs it on the job in the field app, or the office adds it from the job's Overview with Add defect on any job status; it shows up on the job's Defects card, the site's defect register and the job sheet PDF; a Major or Critical or Quote required defect gets a draft Remedial Scope of Works sheet; the office creates a bundled quote, the accepted quote becomes a remedial job, the fault is fixed there and the defect is marked resolved in the register. A separate side branch for a defect raised by mistake: whoever raised it, or the office, deletes it, and it is gone from the job, its job sheets and the register; photos, if included, go to Recently deleted for 30 days, and an empty scope sheet created for it is removed too.
One road to a fix, and a side door for a defect raised by mistake.

This guide covers the worksheet path. There is also a quicker dashboard path that skips the worksheet and quotes straight from a job's defects - see the Defects to Quotation guide, or the Two Paths section below for when to use each.

What customers tell us

  • •5-10 minutes saved per quote at the office desk (no line-item retyping)
  • •Zero defects lost between site visit and quote
  • •Audit trail intact - every defect tied to its quote, every quote tied to its source visit

Key Features

  • •Attaches itself - the first Major, Critical or "Quote required" defect on a job attaches a draft sheet. No manual setup.
  • •Always in step with the defects - the draft sheet's Defects in Scope list is live. There is no refresh button to remember.
  • •Edit in one place - Add defect and Edit on the sheet write straight to the job's defects, so the two never disagree.
  • •Internal, office-only - no customer signature; parts and a time estimate are captured per defect, not once for the whole sheet.
  • •One-click quote - the office generates a bundled quote with a heading line, catalogue-priced part lines and a labour line for each defect.

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