How to Create Change Orders

Change orders allow you to add or modify work on existing estimates. They function like new estimates but are specifically for project additions or changes.

Finding Your Estimate

First, locate the estimate you want to create a change order for:

• Use the Estimates link in the navigation menu
• Search for the contact or street address
• Look in your jobs table

Creating the Change Order

1. Click on the estimate name to enter the estimate area
2. Click the "Change Order" tab (next to your sold estimate)
3. Choose a workflow if needed (any workflow should work, but you might have a specific time and materials workflow)
4. Name the change order (optional, but helpful if you expect multiple change orders)
5. Click "Go" to create the change order

Adding Items to the Change Order

The change order works like a new estimate. You can:

Add measurements - if you need to recalculate items like drip edge for sections that didn't originally include it

Add materials and labor - go directly to the materials and labor section to add items like additional plywood, lumber, or labor costs

For example, you might add seven sheets of plywood at $90 each, plus any associated labor.

Completing the Change Order

Once you've added all necessary items:

1. Create a proposal for the change order
2. Get customer approval - they can sign electronically or with pen and paper
3. Mark as sold by flipping the switch once approved

Change Order Organization

Change orders are connected to their original estimates. In your jobs view, you'll see:

• The original estimate with a change order indicator
• A separate "Change Order" column showing related change orders
• Change orders marked with "CO" to distinguish them from regular estimates

This keeps all project modifications organized and linked to the original work.