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Creating Change Orders

Learn how to create change orders for approved scope modifications.

Prerequisites​

Before creating a change order:

  • Project must be in "Sold" status
  • You need permission to create change orders
  • Original estimate should be finalized

Creating a Change Order​

From Quick Actions​

  1. Open the project
  2. Click Create Change Order in Quick Actions
  3. Complete the change order form
  4. Submit for approval

From Financials Tab​

  1. Open the project
  2. Click Financials → Change Orders
  3. Click + New Change Order
  4. Complete the form

Change Order Form​

Basic Information​

FieldDescription
TitleBrief description of the change
Change Order NumberAuto-generated or manual
DateDate of the change order
TypeAdd, Deduct, or No Cost

Line Items​

Add items to the change order:

  1. Click Add Line Item
  2. Enter description
  3. Set quantity and unit price
  4. Apply markup if applicable
  5. Add additional items as needed

Cost Breakdown​

For each line item, specify:

  • Labor costs
  • Material costs
  • Subcontractor costs
  • Other costs
  • Markup/margin

Supporting Documents​

Attach relevant files:

  • Revised drawings
  • Customer correspondence
  • Photos documenting need
  • Vendor quotes

Notes​

Add internal notes or customer-facing descriptions:

  • Internal Notes - Visible to team only
  • Description - Appears on customer documents

Saving vs. Submitting​

  • Save as Draft - Keep for editing, not visible to customer
  • Submit - Send for approval workflow
  • Save and Generate Contract - Create change order contract immediately

Best Practices​

  1. Document thoroughly - Include all details about why the change is needed
  2. Attach evidence - Photos, emails, or other proof of scope change
  3. Price accurately - Include all direct costs plus appropriate markup
  4. Communicate clearly - Use customer-friendly descriptions