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Getting Started

  • Add a Dashboard Widget

Contacts & Customers

  • Add a Contact
  • Send a Request for Proposal to a Subcontractor

Jobs, Tasks & Scheduling

  • Create a Job
  • Create a Schedule Entry
  • Create an Estimate from a Job
  • Create an Invoice from a Job
  • Edit a Task
  • Manage Team Availability
  • View Declined Jobs

Estimates, Invoices & Change Orders

  • Approve a Change Order (Client View)
  • Build and Edit an Estimate
  • Create a Change Order
  • Create a New Estimate
  • Create an Invoice
  • Create an Invoice with the Wizard
  • Edit a Change Order
  • View the Estimate Linked to an Invoice

Warranties & Reports

  • Create a Custom Warranty
  • Export a Report to CSV
  • Generate a Discover Report
  • Set the Standard Warranty

Settings & Templates

  • Add a Cost to the Cost Library
  • Add an SDK Site

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)

Read transcript · Download captions

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 1: Open the estimates list to find an accepted estimate.

▶ Watch this step · Try it →

Step 2 — Wait for h1:has-text("Estimates") · 0:05

Wait for the estimates page to load.

▶ Watch this step · Try it →

Step 3 — Screenshot: estimates_list · 0:00

Screenshot: estimates_list.

Screenshot: estimates_list

▶ Watch this step

Step 4 — Navigate to /estimates/est_1/change-orders · 0:08

Navigate to the change orders page for this estimate.

Step 4: Navigate to the change orders page for this estimate.

▶ Watch this step · Try it →

Step 5 — Wait for button:has-text("Back to Estimate") · 0:11

Wait for the change orders page to render.

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Step 6 — Navigate to /estimates/est_1/change-orders/new · 0:15

Open the new change order form.

Step 6: Open the new change order form.

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Step 7 — Wait for form · 0:17

Wait for the new change order form to appear.

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Step 8 — Type into [name="reason"] · 0:21

Enter the reason for the change order.

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Step 9 — Type into [name="description"] · 0:23

Describe the scope of the change order.

Open your account menu

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Step 10 — Screenshot: change_order_form_filled · 0:00

Screenshot: change_order_form_filled.

Screenshot: change_order_form_filled

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Step 11 — Click button:has-text("Create") · 0:26

Submit the form to create the change order.

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Step 12 — Wait for button:has-text("Back to Estimate") · 0:00

Confirm we returned to the change orders list.

▶ Watch this step · Try it →

Step 13 — Screenshot: change_order_created · 0:00

Screenshot: change_order_created.

Screenshot: change_order_created

▶ Watch this step

Expected outcome

Confirm we returned to the change orders list.

Assets

  • 📹 Full video — 30 seconds
  • 📝 Plain transcript
  • 🎬 Captions (WebVTT)
  • 🖼️ Thumbnail
On the blog
Change Orders: keeping the original estimate honest
Estimates change. Scope creeps, materials shift, owners ask for more. Change Orders give you a structured way to capture those amendments without rewriting the deal you already closed.
Read the post →