Change orders

In the app: an accepted quote → Change orders → New change order

When the customer asks for more work, or less, after accepting a quote, send a change order. It’s a separate document with its own number (CO-0001), and the customer signs it before the work changes.

1. Open the accepted quote and tap New change order.
2. Add the items. On each, choose Adds work or Takes work off.
3. If the change moves the finish, set New completion date. Left empty, the contract’s date stands.
4. Tap Sign and send, then share it like a quote. Your signature goes on every change order, so the app asks you to add one the first time.

The customer signs it on its page or on your phone. The sent quote then shows the Contract price with changes.

Outside the US, a customer who agreed to electronic documents on the quote isn’t asked again, and the page says when they agreed. In the US that consent covers the quote only, so the page asks again.

Rules

• One change order at a time: the next one waits until the customer signs the last.
• The final invoice waits too: send it once the customer signs the change order.
• A change order can’t take off more than is left to pay on completion. To give money back, issue a credit note.
• Once the final invoice is sent, the contract takes no more changes.

The final invoice starts with the quote’s items, then the items of every signed change order, oldest first. See Invoice a quote.