Skip to main content
All CollectionsProposals & Invoices
Creating and Accepting a Change Order in DripJobs
Creating and Accepting a Change Order in DripJobs

This article will show you how to use the Change Order functionality in DripJobs.

Tanner Mullen avatar
Written by Tanner Mullen
Updated over a week ago

When a customer wants additional work after already accepting a Proposal, you can add items using a Change Order. Once added to the Proposal, you can send it over for signature or manually mark it as accepted. It will automatically reflect on the Invoice as well.


Creating the Change Order

1. Choose the Proposal that needs the Change Order added

Choose the Proposal that needs the Change Order added

2. Click on New Change Order

Click on New Change Order

3. Choose to Add Item

Note: You can also Add Area if using the Production Rates add-on feature.

Choose to Add Item

4. Select the desired Product/Service

Select the desired Product/Service

5. Adjust the Price and any other desired values

Adjust the Price and any other desired values

6. Click on Save to register the changes

Click on Save to register the changes

7. The pending Change Order will now populate within the existing Proposal

The pending Change Order will now populate within the existing Proposal


Sending & Accepting the Change Order

1. Click on Send Change Order to request a signature from the customer

Click on Send Change Order to request a signature from the customer

2. Click on Send

Click on Send

3. The status will be changed to Sent

The status will be changed to Sent

4. The Change Order will now populate in the Customer Portal

The Change Order will not populate in the Customer Portal

5. The customer can type their name to sign the Change Order

The customer can type their name to sign the Change Order

6. The customer will click on Accept

The customer will click on Accept

7. The customer will get an alert that the Change Order has been accepted

The customer will get an alert that the Change Order has been accepted

Manually Accepting Change Order

1. Click on Mark as Accepted to accept the Proposal on behalf of the customer

Click on Mark as Accepted to accept the Proposal on behalf of the customer

2. Click on Save to register the changes

Click on Save to register the changes

Accepted Change Orders

1. The Change Order will update to Accepted status, including the date it was accepted

The Change Order will update to Accepted status, including the date it was accepted

2. The attached Invoice will also automatically update with the Change Order added

The attached Invoice will also automatically update with the Change Order added
Did this answer your question?