Change Orders

Creating Change Orders

• Overview: What is a Construction Change Order?
• Create a Change Order
• Import Change Orders from Excel
• Link a Change Order to an Estimate Subcategory
• Attach Files to a Change Order
• Add an Item Image to a Change Order
• Add Notes to a Change Order
• Add a Time Stamp to Change Order Notes
• Add Cost Codes to a Change Order
• Understanding Change Order Statuses
• Understanding Financial Rounding in ConstructionOnline™

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Managing Change Orders

• Managing Change Order Markup Settings
• Edit a Change Order
• Approve a Change Order for a Client
• Reject a Change Order for a Client
• Filter Change Orders
• Understanding Change Order Views
• Understanding Change Order Dashboards
• Edit Order/Delivery Dates of a Change Order
• Record Payments for Approved Change Orders
• Edit a Change Order Payment
• Duplicate a Change Order
• Revert a Change Order
• Delete a Change Order
• Export Change Orders to Excel

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Financial Reports: Change Orders

• Create a Change Order Proposal
• Create a Change Order Contract - Fixed Fee
• Create a Change Order Contract - Cost Plus
• Create a Change Order Overview
• Create a Change Order Summary by Status
• Create a Change Order Summary by Type
• Create a Change Order Summary by Reason
• Create a Change Order Purchase Order

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FAQ: Change Orders

• What should my Change Order management process look like in ConstructionOnline?
• Can I save a Change Order as a template to reuse later?
• Why can't my subs see Change Orders for the Project?
• Can I approve a Change Order for a client?
• Can my clients electronically sign a Change Order?
• Can I edit a Change Order after it has been approved?
• Can I print client signatures from Change Orders?
• How do I show added time in a Change Order?
• How do I apply markup to a Change Order?
• Where do Change Orders appear in my Estimate?
• Can I set up universal/automatic markup settings for my Change Orders?
• Can I link a Change Order directly to an Estimate line item?
• Do Change Orders automatically impact my Company Overhead & Margin totals?
• Will Change Orders automatically send to QuickBooks when approved?
• What is the difference between a Lump Sum and Detailed Change Order?

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