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Change Orders

Available to: Project Manager, Supervisor (create/submit); Owner, Accounting (approve)

A change order records extra scope on an active job — work beyond the original approved bid and PO that you will charge the client additionally.

When to Use a Change Order

Use a change order when:

  • The client approves additional work mid-job
  • Scope grows after the original PO was issued
  • You need a tracked record of the extra amount and optional PO reference

Change orders do not modify the original bid. They attach to the job as separate approved add-ons.

Workflow

Status Meaning Who acts next
Draft Created, not yet sent for approval PM or Supervisor submits
Submitted Waiting for approval Owner or Accounting approves or Owner rejects
Approved Accepted — bill the client for this amount —
Rejected Declined — no charge — 
Draft → Submitted → Approved
                 ↘ Rejected

Creating a Change Order

  1. Open the Job detail page.
  2. In the Change Orders section, click Add Change Order.
  3. Enter:
  4. Description — what extra work is included
  5. Amount — dollar value to charge
  6. PO Number (optional) — client PO for the add-on
  7. Click Create. The change order starts in Draft.

Submitting and Approving

  • Submit for Approval — PM or Supervisor moves a draft to Submitted.
  • Approve — Owner or Accounting accepts the change order.
  • Reject — Owner declines a submitted change order.

Each action is recorded in the job activity log.

Permissions

Action Roles
View change orders Anyone who can view the job
Create Project Manager, Supervisor, Owner
Submit Project Manager, Supervisor, Owner
Approve Owner, Accounting
Reject Owner