Create one or more estimates quickly for a job. Only estimates marked as active are considered valid and utilized in financials. Having multiple estimates for a job is convenient when you want to break out options, or break the job into phases.
- Change Order List - View a list of all change orders for a specific job
- Change Order Worksheet - Worksheet used to quickly create change order.
- Change Order Agreement - View a list of all estimates for a specific job
Change Orders List
Create and list all change orders for a specific job. The change order list displays the signing status, it's cost, and price. Select the change order name to view the Change Order Worksheet. Select the "New Change Order" button at the top of the list to create a new change order. There are a set of action items on right side of each change orders in the list that supports the following actions for the specified change order:
- Edit change order name and change order send status
- Go to the change order worksheet
- View change order agreement
- Create invoice from change order
- Remove the specified change order from the job
Change Order Worksheet
The "Change Order Worksheet" is used for building a change order and like an estimate it will use your company's cost book and cost book setup when adding change order line items. The worsheet lists all the line items in the change order and groups the items by their Cost Item Group. Totals are displayed at the Cost Group Level and at the bottom for the entire change order.
Cost Item Groups are used to group both our cost items in cost books as well as our change order items in change orders. Groups contain like tasks such as Plumbing, Electrical, Permits, etc... User the arrow on the left side of the Cost Item Group to expand or collapse the view of the tasks under the specified cost item. The Cost Item Group displays the name of the group and the number of change order tasks under the group. The total cost and price for all tasks under the group is also displayed. Select the plus icon on the right side of the Cost Items Group to add estimate tasks under the selected group.
The Cost Item Group displays the name of the group and the number of change orders tasks under the group. The total cost and price for all tasks under the group is also displayed. Select the plus icon on the right side of the Cost Items Group to add change order tasks under the selected group.
Adding Line Items is done by selecting the plus icon on the right side of the Cost Items Group. This will popup a list of Cost Items specific to the selected Cost Item Group. Simplay click on checkbox for each task you would like to add to your change order. Select the "Add" button and the selected tasks will be added with the specified quantity.
Do not be concerned if you can not find the exact task you are looking for. Insert a task similar to what you require and simply update the task in the change order. Change the task name, quanity , unit of measure or price very quickly after it is inserted.
Updating Change Order Items only effect the associated change order line item and not the original Cost Line Item in your Cost Book. A change order task can be updated by 2 diffent methods. You can quickly choose to change the task name, quantity, unit of measure or cost directly in the worksheet. Any changes in the workseet are saved automatically and the change order totals are refreshed.
Secondly, you may choose to look at a more detailed view of the change order task and update the task via the "Edit Item" popup (see below). You have the opportunity to update additional fields in the change order task including margins. By default, margins are the same as the estimate margins, but you may optionally change the margins at the task level.
Change Order Agreement
Remodel Cloud uses the Change Order Agreement to get authorization from the customer to proceed with the deviation from the original estimate There are many features in the Change Order Agreement. Each function can be initiated by clicking on the respective action link on the top of the change order document. The following are valid action items:
- Media Center
Download will download the generated PDF file to the user's workstation.
Email will send an email with the attached document. You can optionally set the email subject, content and recipients.
Media Center button will generate the document and save it to the Media Center as part of the respective project artifacts.