Change order
There is no easy way to do a change order for a customer. They do happen often enough where it's a thing. We have a workaround using Legacy estimates, set as a change order, and then converted to a work order set as a change order.
It's needed under the Estimates because it does affect the project price.
As we use the new experience, I'm worried I'll lose that work around
13
votes
Scott Scheur
shared this idea
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Ashley Marie commented
It would be helpful to have an official change order template for when the approved estimate needs adjusting per the client's request or when new discoveries are made to the job that impact the original bid.