Each change order will be directly associated with the original won proposal to maintain a clear contract history. Users will also have the flexibility to either append the change order to an existing invoice or generate a separate invoice for any changes.
How to manage Change Orders
💡 Change orders can only be created from a won proposal
1) Create Change Order
On Desktop:
From the job card, click +Change Order next to the proposal
On Mobile:
From the job card, scroll to proposals and tap +Change Order
💡 Details will be pulled from the original proposal
Toggle on/off showing; subtotals, quantities, unit prices and signature fields
Add a description of the changes (optional)
2) Add Changes
Click Make changes
Modify or delete any items from the original proposal
Click Add item
Add and modify any items from your catalog
The Change Order will display the; original total, change order total and the new combined total
💡 Changing the markup will only apply to the newly added items
💡Discounts will only be added to the change order totals
3) Send and Approve
Click Send and edit the email as needed
Click Send change order to confirm
Recipients will need to approve or sign to confirm changes
All change orders will be listed in the Change Orders tab in the proposals section
Move to change or rejected, cancel request or view history from the …(options) menu
💡 Change orders will be recorded in the Activity Log on the Job Card
What's Next?