Send a change order

Write it on the job before the extra work starts, and the client signs it from their phone.

1. Open the job's change orders and add one.

   Scope, line items with cost and price, the schedule days it adds and the reason.

2. Send it.

   The client gets a link. It is valid for 30 days.

3. The client approves.

   They review it and approve with their name, email and consent to sign electronically. If you asked for a deposit, they pay it in the same step.

4. It lands everywhere.

   The contract amount, the budget and the next draft invoice update, the schedule shows a notice.

Declined or wrong?

A declined change order stays on the job with its history. One sent by mistake can be voided.

Keep reading

• Job costing and change ordersBudget, committed and actual by cost code on every job, a forecast and margin, overrun alerts, and change orders the client signs online that update the contract, the budget and the next invoice.
• Getting paidConnect your company's payment account in Settings, Payment Gateways, and clients pay invoices and deposits by card in your portal.
• QuickBooks OnlineThe QuickBooks Online sync is built and tested against Intuit's sandbox; it opens once Intuit approves our production app. What will sync, and what to do until then.

Questions? Write to hello@groundflag.com