Create a Change Order

Create a new line item for the dollar amount of the changed product or service.


Click "Add / View" in the change order section of a job dashboard.


Click "New Change Order".


The Change Order edit form renders.

• Add at least one note to describe the change order.
• Select the line item that represents the change. Select multiple if there are many changes.

A completed change order can look like the following. Click "View" to get it in document format. You can also click "Send" to send it to your customer.