Change orders

When the client changes a job after signing, write a change order. This video covers starting one, the editor, lines from the Price Book, sending it to sign, and what signing changes.

The list

Open Production, then Change Orders. The table shows each one's number, project, what changes, type, status and amount. Switch to By location for a board. From a row, preview it, resend it while it waits, or change its status.

Starting one

Click New change order and pick the project it changes, or click Change order on the project's page. It opens as a draft.

The change

Under The change, pick the type. Extra charge adds to the contract, Credit takes work off, and No charge is a change the client approves at no cost. Under Sent by, pick who's sending it, then give it a short title and write what changes and why. That part is printed. It saves as you go.

Lines

Under Lines, click From the Price Book to find an item or product and add it at its price, or click Line to type your own. Set the quantity and the price, and add a description if it helps. The paper copy beside the editor follows every change.

Drawings and files

Add drawings or photos for the client: each prints as a page after the change order, and the client initials every page when signing. Team files stay with the team and aren't printed.

Send to sign

Once the type, the sender, the title and the lines are filled in, click Send to sign. Type the client's email and a note, then click Email it, or Just make a link to send it yourself. The client opens it on a phone or computer and signs, or declines with a reason. Signing reminders can follow up for you: set them in Settings.

In person or on paper

With the client in front of you? Click Sign here and hand them the device: they read it, initial, and sign. If they signed a printed copy, click Signed on paper and record who signed and when.

What signing changes

Once it's signed, the project's contract total changes, but the deal's value doesn't. An extra charge makes an invoice, and a credit makes a credit. The team gets a notice, and the deal's chat hears what changed, without prices. The sub on the labor sheet hears too, in their language, and sees it on the crew portal.

Get every change signed before the extra work is done, so the contract total stays right. Next: Warranty and completion.