Change Orders simplified

JobOrder has a complete Change Order system. To enable it, please select System Preferences: Jobs 2: Related Areas displayed in Jobs: 'Change Orders enabled in individual Jobs'.

The complete Change Order system is intended for companies such as construction companies that require detailed approval and management of multiple Change Orders in a single Job. Because the complete Change Order system requires all items added or modified in a Job to be controlled through the Change Order system, managing simple Change Orders can become more effort if it is worth.

If you need occasional Change Orders, it is much simpler to create a new Estimate with a single Phase called 'Change Order for Specific Items', where you replace 'Specific Items' with the details of your specific Change Order.

In that Estimate, add the appropriate Activities and outside Expenses. After the Change Order Estimate has been approved by your Client, go to Jobs and Approve the new Estimate. The Change Order Phase will be added to the Job as a new Phase and you can then schedule the Activities and purchase the outside Expenses. You can then manage and schedule the Job with the new Change Order Phase exactly as you manage and schedule regular Jobs.

Please email if any of this information needs additional clarification.

Victor Siegle

JobOrder is ingenious.