How to add a change order

Add extra work to a Big Job, get the customer's OK, and bill it.

A change order adds work that wasn't on the original estimate, like two more cameras in the garage.

Add it

1. Open the Big Job and find Change orders.
2. Press + Change order.
3. Describe it, and add the items with quantities and prices (from the Price Book or typed in).
4. Save it. It shows as Waiting for approval.

Get it approved

• Online: the customer sees it in their customer portal and approves it there with a signature.
• In person or by phone: press Customer approves, note how they approved (for example "Approved by phone") and save. They can also sign on your device.
• If they say no, press Declined.

Once approved, the change order is added to the contract and the Money and Profit cards update.

Bill it

Approved change orders are added to a visit so they're billed with it. You choose which visit. They then show on that visit's invoice.