Create a Change Order
Create a Change Order
Open the estimates list to find an accepted estimate. Wait for the estimates page to load. Navigate to the change orders page for this estimate.
Watch the demo (30 seconds)
Overview
Open the estimates list to find an accepted estimate. Wait for the estimates page to load. Navigate to the change orders page for this estimate. Wait for the change orders page to render. Open the new change order form. Wait for the new change order form to appear. Enter the reason for the change order. Describe the scope of the change order. Submit the form to create the change order. Confirm we returned to the change orders list.
Steps: 13 · Time to complete: ~30 seconds · Difficulty: hard
Prerequisites
- Access to the Create a Change Order feature.
Steps
Step 1 — Navigate to /estimates · 0:00
Open the estimates list to find an accepted estimate.
Step 2 — Wait for h1:has-text("Estimates") · 0:05
Wait for the estimates page to load.
Step 3 — Screenshot: estimates_list · 0:00
Screenshot: estimates_list.
Step 4 — Navigate to /estimates/est_1/change-orders · 0:08
Navigate to the change orders page for this estimate.
Step 5 — Wait for button:has-text("Back to Estimate") · 0:11
Wait for the change orders page to render.
Step 6 — Navigate to /estimates/est_1/change-orders/new · 0:15
Open the new change order form.
Step 7 — Wait for form · 0:17
Wait for the new change order form to appear.
Step 8 — Type into [name="reason"] · 0:21
Enter the reason for the change order.
Step 9 — Type into [name="description"] · 0:23
Describe the scope of the change order.
Step 10 — Screenshot: change_order_form_filled · 0:00
Screenshot: change_order_form_filled.
Step 11 — Click button:has-text("Create") · 0:26
Submit the form to create the change order.
Step 12 — Wait for button:has-text("Back to Estimate") · 0:00
Confirm we returned to the change orders list.
Step 13 — Screenshot: change_order_created · 0:00
Screenshot: change_order_created.
Expected outcome
Confirm we returned to the change orders list.
Assets
- 📹 Full video — 30 seconds
- 📝 Plain transcript
- 🎬 Captions (WebVTT)
- 🖼️ Thumbnail