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
2. Click on New Change Order
3. Choose to Add Item
Note: You can also Add Area if using the Production Rates add-on feature.
4. Select the desired Product/Service
5. Adjust the Price and any other desired values
6. Click on Save to register the changes
7. 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
2. Click on Send
3. The status will be changed to Sent
4. The Change Order will now populate in the Customer Portal
5. The customer can type their name to sign the Change Order
6. The customer will click on Accept
7. 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
2. 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
2. The attached Invoice will also automatically update with the Change Order added
