Managing Estimate Change Orders

What Are Change Orders

Change orders document additional work beyond the original estimate:

• Additional services discovered during work
• Customer-requested upgrades or additions
• Unexpected repairs needed
• Material substitutions with price differences
• Scope expansions

Creating Change Orders

Document additional work properly:

1. Open the original estimate or project
2. Click "Add Change Order"
3. Describe the additional work needed
4. Add line items for new services/products
5. Calculate additional cost
6. Take photos if applicable
7. Send to customer for approval

Approval Process

Get customer approval for additional work:

• Present change order before starting work
• Customer can approve via mobile or email
• Electronic signature captured
• Work proceeds after approval
• Track approval status in real-time
• Keep audit trail of all change orders

Invoicing Change Orders

Bill for change order work:

• Change orders added to final invoice
• Original estimate amount shown separately
• Change order amounts itemized
• Total reflects original + change orders
• Customer sees complete breakdown
• Deposits apply to original estimate amount