A change order is for a job that changes after the client approved the quote. The client approves the change on its own page, before the work goes on.
Write one
- Open the approved quote. Find Change orders.
- Press Add a change order. The editor opens. The change order has a number of its own.
- Add what changes. For money you are taking off, type a minus in front of the price, like -150.
- Press Save and look at it, then send it the way you send a quote.
What the client does
They open the link, read the change, type their name, tick the box and approve in two steps. It works like a quote, with nothing to choose.
After it is approved
- The change order says Approved.
- The first quote's page lists it under Change orders, with what it adds or takes off.
- The page says what the job now comes to: the approved quote plus every approved change.
Good to know
- Only an approved quote can have a change order. A quote the client has not answered is changed with Change this estimate instead.
- The first quote is never touched. What the client approved stays as it was.
- A change order must come to something. It may be below zero (a credit), but not exactly zero.
- It has its own last valid day and its own link.
- A change order does not move the lead back to an earlier stage.