Change orders after acceptance

Once a version is accepted it is locked. If the customer wants something more, or the crew finds hidden damage, the extra work is a change order: a separate document with its own lines and price that the customer accepts on the link before the work starts.

1. 01

   Start it

   From the job or the estimate, choose Change order. The crew’s photo and note, if there is one, come with it.

2. 02

   Price it

   Lines from your price book, with cost and margin like any estimate.

3. 03

   Send it

   The customer accepts it the same way, with a name and a time. Nothing starts until they do.

4. 04

   It follows the job

   The change order becomes part of the job and of the final invoice. The original accepted version is untouched.