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Change Orders

Change orders are designed to make small to medium sized alterations to an existing Job. Examples of small changes would be to add or delete a few items to a job, change an item that you have placed to a different item or to make changes to the quantity of items that were added.

In order to make large changes it is best practice to create a new Estimate and a new Job. Examples of a new Job would be to add something that can be considered a project on its own such as adding a pool kit or making a whole new separate Plant bed in the front yard with General Conditions of their own.

When making changes using the change order these items will be updated when the Change Order is Approved.

The Timesheets for this job that are created after the changes will reflect the changes.

The Job Actuals tab will reflect the changes made.

The Job Analysis tab will reflect the changes.

A new invoice will need to be created for the Change Order.

The Contracts tab of the Job has a drop down list that will display the Current Contract (and any Change Orders). If there are no Change Orders either created or Approved, then the Current Contract should match the information that was on the Estimate at the time that it was Approved to a Job.

If there is a Pending Change Order in the list and no other Approved Change Orders, then the dropdown list will display the following:

Original Contract - The original information from the Estimate at the time of Job creation.

Current Contract - This is the same as the Original Contract provided that there are no Approved Change Orders. If there are any Approved Change Orders, then the Current Contact will reflect the information from the most recently Approved Change Order.

Change Order name (Status) - Any existing Change Orders will be displayed along with their statuses. Selecting them will display the information specific to that Change Order.

Here are all the activities that you can do for Change Orders: