Can my clients create change order request from the portal?

• Related Articles

• How do I convert a Change Order Request to a Change Order?

  While it is not possible to convert a Change Order Request to a Change Order, you can import a Change Order Request into a Change Order. To do so, Create a new CO, then select from the Drop Down, Add Items to Change Order and Select, "Import from ...

• How do I import Work Order items into a Change Order Request or Change Order?

  Importing a Work Order Item into a Change Order is currently not a feature that is available within the app.

• How do I cross reference to an RFI in Change Order Request?

  In the COR Record there is a Field to Enter the Associated RFI #. Using this, cross referencing can be done between an RFI and a Change Order Request.

• Adding a New Change Order

  Adding a New Change Order In Contractor Foreman, Change Orders are used to document and track any changes that were made to the original contract amount. You have the ability to track who requested and who approved as well as things like contractors ...

• Can my clients designer or architect have access to the client portal?

  Yes, it is possible to create multiple Client Portal accounts for the same Project with different accesses so the designer can also see the Client Portal.