How to "Remove" an Item From an Accepted Proposal Using the New Change Order Option | DripJobs Help Center

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How to "Remove" an Item From an Accepted Proposal Using the New Change Order Option

How to "Remove" an Item From an Accepted Proposal Using the New Change Order Option

We do not have an option to remove an item or area from an already accepted proposal, but you can use a new Change Order.

Written by Laura Cuadros

Updated over a week ago

1. Click on Jobs Pipeline

Click on Jobs Pipeline

2. Look for the Deal you would like to change

Look for the Deal you would like to change

3. Click on the Proposal #

Click on the Proposal #

4. Let's assume that the item to be removed is the ceiling.

Let's assume that the item to be removed is the ceiling.

5. Click on New Change Order

Click on New Change Order

6. Click on Add Item

Or you can choose Area in case you're using Production Rates.

Click on Add Item

7. Enter the information of the Item you wish to remove and the price in negative

Enter the information of the Item you wish to remove and the price in negative

8. Click on Save

Click on Save

9. Negative values will remain within a parenthesis in the system and in the proposals.

Negative values will remain within a parantesis in the system and in the proposals.

10. You can mark the Change Order as accepted or send it over to the client to have them sign it.