In this step-by-step guide, we'll walk you through the process of creating a change order in Materio. Change orders allow you to record any modifications to the scope of work during the actual work phase of your project. By following these instructions, you can easily document changes and calculate their impact against the original estimate. NOTE: the change order feature is available on Team Plus, Optimize, Starter, Core, Growth, and Legacy Pro plans.
1. Access your main Materio dashboard and locate the project for which you want to create a change order.
2. Navigate to the status menu on the project, and ensure it's in "Construction".
Then, toggle on "Guard scope with change orders", and click "Update".
3. Now that we've changed the status of the project, you have the ability to create and track change order. So next, we'll click on the project.
4. And let's say for this project, the expected cost of a kitchen faucet increased due to a change from your vendor, you'll want to create a change order so that you and your client are on the same page. Click on the item to make edits to the estimated cost.
5. In the Estimate field, enter the new estimated unit cost, and then hit "Save" at the top
6. You'll then be given the option to add that cost increase to a change order. Choose "Yes, Add to Change Order"
Note that changing the quantity will also give you this option. However, changing the price of a selection option does not prompt a change order.
7. Now at the top of the item, a yellow bar will appear, indicating that changes to this item are pending approval from your client.
8. Next you'll want to send this change order over to your client to get your client's approval. You'll go back to the scope of work and at the top you'll see the yellow change order bar and click the dropdown menu.
9. Which will give you the option to review all the changes made to the project before sending
10. Choose which client you wish to notify and gather approval from
You can optionally include a message
11. Then click "send change order" to finalize sending the change order over to your client. This will send an email to your client, letting them know you need their approval to make a change to the estimated scope
12. While the approval is pending, you'll also see these changes reflected in the "Grand Total" at the bottom of the scope
13. Once the CO is approved, you can keep track of change orders made to your project in the finances section under "Scope changes", and download PDFs if need be clicking the printer icon.
Have questions? Chat with us from your project dashboard or email us at support@materio.co