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Step 11 of 24

Send a change order

Extra work the builder asks for, with a photo and a flat price. The superintendent signs on their phone, and it goes on the next invoice. Every plan.

MarketingBidsChange orders Open Change orders

The builder asks for one more thing once the job is going. Snap a photo, write what it is, add your flat price, and the superintendent signs it right on their phone. It goes on the next invoice, so nothing slips through.

  1. 1

    Start a change order

    Open the accepted bid and tap Change order on the phase, or New change order. For a company client without a bid, tap Marketing, then Bids, then Change orders, then New change order, and pick Who it's for.

  2. 2

    Say what it is

    Type A short title, What the work is and the Flat price. Add A photo of it.

  3. 3

    Pick who signs it

    Under Who signs it, add the superintendent's name, mobile and email. Then tap Save change order.

  4. 4

    Get it signed

    On site? Tap Sign it on my phone and hand them your phone. Or tick Email it or Text it and tap Send it.

  5. 5

    They approve it

    They see the photo, what it is and the price, sign with a finger and tap Approve this change order. You hear right away, and they get a copy.

  6. 6

    It goes on the next invoice

    It's its own line on the phase's invoice when that one hasn't gone out, else the next one. For a company client, it goes on their next job's invoice or their monthly contract.

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