CO-317 · Awaiting client sign-off
Permit expedite + heavy-gauge run. Scope and price sent via portal link.
JR
MK
Change Orders
When scope moves, the paperwork keeps up
Draft deltas on the job, route them for approval, and keep project totals honest—without a second spreadsheet nobody trusts.
Original scope
EST-4408 · $18.4k
CO-214
+$2,840 delta
Fork from what you already sold
Spin up a change order from the live estimate or project—line items, labor, and materials stay linked so you are not rebuilding the job at 9 PM.
Portal link
Scope + price in plain language
Signed off
Timestamp on the job record
Get the yes before you remobilize
Send a portal link with scope and pricing in plain language. Signatures and timestamps land on the job—not buried in email.
Job timeline
You
Issued CO-214
Client
Approved via portal
An audit trail that finance trusts
Every CO shows who touched it and when. Open, pending, and approved states stay visible so AR matches what the field executed.
The lion doesn't concern himself with underbidding, he sends a change order.
Paper the delta before the trucks roll back
01
Capture it on the job
Line items, labor, materials, site notes—wired to the project so the extra work is spelled out, not debated later.
02
Route the approval you need
Push to the client portal or internal reviewers so scope and dollars match before you remobilize or buy parts.
03
Let the total breathe
Signed change orders bump budget and billing so PMs, finance, and the field are looking at one story.
Change order · CO-214
Panel upgrade + permit · Riverside install
Approved
Labor · 2 techs · half day
$640
Materials · panel + breakers
$1,890
Permit expedite
$185
Project delta
+$2,715Client signed · 10:42 AM
Budget & billing updated on PRJ-8832
Everything that touches margin, linked
Add-ons and surprises only hurt when nobody agrees to them in writing. Use the parts of ServTrackr that keep estimates, projects, and clients in sync.
Projects
One hub for scope, budgets, and field updates so every CO has context.
Estimates
Sell the baseline once, then branch revisions without retyping the whole job.
Client portal
Plain-language scope and pricing clients can approve before you spend more hours.
Invoicing
Approved CO totals carry into invoices—AR matches the work that shipped.
Scheduling
When scope shifts, reschedule visits with the same context the office already has.
Reports
Open change orders, aging approvals, and margin impact without the export tango.
Included
What change orders unlock
Start from the live job, get clear approvals, and roll dollars into the budget everyone already watches.
From the job
Adjust line items on the active project and spell out what changed.
Client sign-off
Plain-language scope and pricing before they approve.
Status in one place
Pending to approved—no guessing if it’s stuck in an inbox.
Hits the total
Approved COs update numbers your PMs and finance already track.
Audit trail
Who signed what and when—without the binder.
2 comments4 filesIssued today
Budget · PRJ-2214
Approved COs this month roll into the live job total—finance sees the same delta.
NS
LW
Portal · Opened 9m ago
Rivera & Co. reviewing line-item detail before approve & e-sign.
DR
Audit trail · CO-298
Issued by MK · Client signed Mar 12, 2:14pm · pushed to invoicing queue.
MK
ServTrackr
Your business, in your pocket.
Download the ServTrackr mobile app to manage jobs, track teams, and get more done on the move.
Change order questions
Straight answers about creating COs, client approvals, audit trails, and how totals update on the job.
Generate a change order from any existing estimate or project. Add or modify line items, adjust pricing, and document the scope change, then send it to the client for approval.
Yes. Clients receive the change order via email or through the client portal and can review, approve, or request modifications with a single click.
Yes. Once approved, the change order updates the project budget, timeline, and any linked invoices to keep everything in sync.
Absolutely. Every change order, approval, modification, and communication is logged with timestamps so you have a complete record for compliance and accounting.
Yes. Technicians can draft change orders on-site from the mobile app, add photos or notes, and submit them for office review and client approval.
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