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Change Order

The Change Order contract type handles scope modifications after your original contract has been signed.

When to Use​

Use a Change Order when:

  • The original contract (Project Proposal or Design Services) is already signed
  • The customer requests additions or changes to the scope
  • You need to document and price the modifications

Example: Customer adds a deck to their remodel project three weeks after the original contract was signed.

What Happens When Signed​

When a customer signs a Change Order:

  1. Change estimate locks - The change order estimate becomes read-only
  2. Project sold amount updates - Original contract value increases by change order amount
  3. Additional invoices created - New invoices generated for the change order work
  4. Original estimate remains locked - Base project estimate stays protected
  5. Production dates recalculated - Project dates may be adjusted based on system fields

System Fields​

Change Order contracts include these system fields in the contract sidebar:

FieldDescriptionHow It's Used
Starts WithinNumber of weeks/days until change order work beginsAdded to today's date to recalculate project start date; updates Predicted Start Date and Contracted Start Date
Project DurationHow long the additional work takesUsed to recalculate finish date; updates Predicted Finish Date and Contracted Finish Date
Duration IntervalWeeks or DaysDetermines the unit for both Starts Within and Project Duration calculations

How Change Orders Affect Project Dates​

When a Change Order is signed, the system recalculates project production dates using the same logic as Project Proposals:

  1. Start dates are recalculated by adding Starts Within to today's date
  2. Finish dates are recalculated by adding Project Duration to the start date
  3. These updated dates appear on the project's Info Panel

This allows the schedule to be adjusted to account for the additional scope. The updated dates also affect when any new payment schedule invoices are due.

Change Order Workflow​

For complete details on the change order workflow, including:

  • Creating change order estimates
  • Managing multiple change orders
  • Tracking change order history
  • Reporting on change orders

See the Change Orders guide.