Create a Change Order Proposal

OBJECTIVE

To create a Change Order Proposal in ConstructionOnline.

BACKGROUND

Let's be real: the quicker you can get your client to sign on the bottom line, the quicker you can get to work. ConstructionOnline allows you to generate Change Order Proposals that you can put in front of your client in the blink of an eye.

STEPS TO CREATE AN CHANGE ORDER PROPOSAL

A. From the Financial Reports category:

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
  3. Choose the Financial Reports category
  4. Click the Change Orders tab at the top right of the Financial Reports pane
  5. Hover over the Change Order Proposal & click Create
     
    1. This will open the Create Change Order Proposal window
  6. Enter the desired information in the Details and Default Text tab
  7. Click Create
    1. The Change Order Proposal will open in a new tab
  8. You can Share, Save, Download, Edit, or Print the Proposal from this tab

B. From the Change Orders category:

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
  3. Choose the Change Orders category
  4. Right-click on the desired Change Order
  5. Select Change Order Proposal from the dropdown menu

    1. This will open the Create Change Order Proposal window
  6. Enter the desired information in the Details and Default Text tab
  7. Click Create
    1. The Change Order Proposal will open in a new tab
  8. You can Share, Save, Download, Edit, or Print the Proposal from this tab

HAVE MORE QUESTIONS?

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