Extra Work Authorization

Create an Extra Work Authorization (EWA) when the client requests work that falls outside the scope of the contract. An Extra Work Authorization (EWA) is typically utilized when a client requests additional work from a user while they are on the job site. The Werx Field App can be used by the team in the field to quickly generate an EWA and obtain client authorization on the spot.

Note that an EWA only documents the requested work, and prices are not associated with it at this stage.

In the mobile Werx Field App

• To create an Extra Work Authorization (EWA) using the Werx Field App, start by selecting EWA’s in the bottom navigation
• Select the project you wish to add the changes to
• From the EWA list screen, select the Add “+” button at the bottom right
• Enter the date of request
• Enter a description of the work being requested
• For further detail you can add line items
  • Click + Add Item 
  • Enter Item Description
  • In category, select from Material, Equipment, Labor, Subcontractor or Other.
  • Enter the quantity and unit of the item
  • Click Done
• Once you have finished the EWA details, click Save in the top right.

In the EWA overview screen, you can attach images or documents to your EWA

Authorize

Once you are ready to have the client sign the EWA, click Authorize at the bottom of the screen.

At this point, you can hand your mobile device to the client, where they will enter their name, leave any additional comments.

Have the client click Sign, draw their signature and click Done at the top right.

Once the EWA has been signed, an email will be sent to the client contacts for the project for review.

In the Werx Web App

• From your Contract Project, navigate to the Changes tab and select Extra Work Authorizations
• Click the Add to Project button and select Extra Work Authorization
• Enter the date of request
• Enter the name of the client making the request
• Enter a description of the work being requested
• For further detail, you can add line items
  • Click + Add Item 
  • In category, select from Material, Equipment, Labor, Subcontractor or Other.
  • Enter Item Description
  • Enter the quantity and unit of the item

Send EWA

Option 1: Send Email

1. To send an EWA to the customer, select Save & Send in the bottom right corner
2. Select from the list of customer contacts associated with this project, to whom you want to send this EWA. You can also add additional email addresses if desired.
3. Include a message that will show in the customer’s estimate email.
4. Click Send

From the Save and Send pop-up, you may also click the Preview button to view the customer-side EWA portal.

Option 2: Get Link

1. To send an EWA to the customer, select Save & Link in the bottom right corner
2. A pop-up will appear with a URL directly to the customer-side EWA portal. Click Copy Link to copy the URL to your clipboard
3. You can now paste the link into any communication with your clients.

EWA Approval

Once the client receives the link to the client EWA screen, they have the option to Approve or Decline the EWA. A popup will appear asking the client to digitally sign this document.

Within the Werx system, you may also change the EWA status at any time using the drop-down button at the top right of the screen.

Once approved, you can now create a new Change Order Request from your EWA