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Why Can't I Find the Change Order Option if the Proposal is in the Jobs Pipeline?
Why Can't I Find the Change Order Option if the Proposal is in the Jobs Pipeline?

Here you can find why your proposal doesn't have the "New Change Order" option and how to fix it

Kimberly Fernandez avatar
Written by Kimberly Fernandez
Updated over 4 months ago

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1. Start by heading over to the Jobs Pipeline

Start by heading over to the Jobs Pipeline

2. Locate the Deal which does not contain the Change Order Option

You can see here that there is an invoice missing on this Deal

Locate the Deal which does not contain the Change Order Option

3. Click into the proposal

Click into the proposal

4. You'll notice that there is no Change Order Option

You'll notice that there is no Change Order Option

5. You will scroll all the way down and find "Want to generate an invoice" at the bottom right corner.

You will scroll all the way down and find "Want to generate an invoice" at the bottom right corner.

6. Click on "Click here" to generate the invoice

Click on "Click here" to generate the invoice

7. The invoice has now been created

The invoice has now been created

8. Click on "View Deal"

Click on "View Deal"

9. Click on the Proposal

Click on the Proposal

10. You will then be able to see the "New Change Order" button appear at the top

You will then be able to see the "New Change Order" button appear at the top

11. You are now able to click on the "New Change Order" and changes are now able to be made to the proposal

You are now able to click on the "New Change Order" and changes are now able to be made to the proposal


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