TRANSCIPT
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--- CLIP 5: Change Orders ---

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you can come here and click on this change order button and now you can start adding change orders to this

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job. So change orders work in a couple different ways, you can either add new

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line items or you can make changes to existing line items. So how that works is

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I can either come here to add line item and I can create a new line item, this

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could either be a blank line item, put in change order, add X, Y and Z, put in that

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this is $1,000 and when we open this up in the description you

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can click edit here and you can put in a description of what that includes. You

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can also make changes to, you can also add line items where you're doing it

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from a template. So if I want to add in mulch as a new template I can do that

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and now you can use the full capabilities of the template to

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calculate the amount of this change order. You can also use the default

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description as well. From there you can also do change orders on existing line

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items. Let's say that this client originally has 500 square feet of

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pavers, they already signed this estimate and now they want to increase this from

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500 to 700. You can make that change right here or you can change the type of

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the paver or whatever might have changed and as you can see it was just

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what signed at 13,000 now it's 17 so it's $5,000 increase right. So you're

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able to see those numbers automatically based on what you input and then you can

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put in a name, increase size of patio in the description you can put in includes

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additional 200 square feet of pavers and you're now ready to send out the change

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order. If you open up this total price you can see that we're currently at

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$7,500 in change orders. If we click send you can select which one of those you

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want to send out and you can choose how you want to update your invoices if that

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client signs this change order. You can either create a new invoice if you want

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to get paid for this separately or you can add it to the next invoice or you

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can split it in the remaining invoices. If I split it for example it's going to

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split this 33% into each of these. Now if you ever see this where it's not a

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hundred percent you just need to come in here and you just need to use your mouse

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to make one of these 3-4. Okay now maybe you don't want to update these like you

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can see 2,500 is going to be added to each of these, maybe you don't want to do

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that instead you want to get paid for that change order right away. You can hit

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back and you can hit add new invoice and now you'll see there's a new invoice for

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change order with 100%. You can also assign an invoice date here if you want

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to get paid for this today put it as today on receipt save and when you hit

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confirm it's going to generate that into a change order document. So you can see

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change order here you can turn on or off this cover photo if you want to show

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that. You can also show the line items here line out of photos can be turned on

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or off and it'll show whatever you listed out on that change order and the

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total. We also do have a project summary showing the original items and the new

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items and what the new balance is as well as any payments that would have

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been received. We can also show how the payments are being adjusted you can see

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this new change order payment is due for $7,500. Alright and then we have the

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signature page where you can just type out your name, add your signature and

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then you're able to send this out to the customer. So it'll just say sign in here,

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send document, send via email and you can send this change order out right to your

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client. Once your client approves this change order, it's going to automatically

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update the invoicing page accordingly. You can see these are on unapproved

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under draft status. Once they are approved, they're going to be moved into

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the approved section and they're also going to show over here as change orders.

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In addition to that, it's also going to create the invoice automatically for you

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and we do have a way to internally mark a change order as confirmed. So if I

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click here on change order, click save and send, you can see there's an option

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to internally confirm. Maybe I don't want to get the client's signature on

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these items, they already gave me approval so I can internally confirm

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those and I can still put in here how I want to update the invoices. Maybe I'm

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going to add a new one with today's date and click confirm. Now what happens is

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you'd see change order was just added here, the total project amount was

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increased to include the change orders and these will now show up under

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approved line items. So you can see they have been confirmed. In addition to that,

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you can also see that a new invoice has been created for the change order and

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you can click on this to view what the invoice is going to look

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like. You can list out any additional information here if you want to explain

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that to your client. Additionally, you can continue to do multiple change orders

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throughout the project, so you can always come back here to the change order. You

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can always continue to add or change additional things as things go on with

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that project. So please let us know if you have any questions. That's how the

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invoicing and change order module works. Happy to answer any questions that you

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guys have. Last thing I'll mention here is if you want to send an invoice, you

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can send in two invoices at once if you'd like. It's going to show it here to

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the client, one of two and then two of two. So if you click Save and Preview,

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you'll see a little preview of what that would look like for your customer. In

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addition to that, in the action bar here, you have a few different options. Send

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Summary is where you can create that project summary showing what was

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included and what any change orders that you have. So that's how the invoicing and

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change order module works. Please reach out to us with any questions and I will

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see you in the next video. Thank you.