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

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• 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 specific estimate items into a Work Order?

  To import specific estimate items into a Work Order, go to the Work Order and edit the Work Order to make changes. Select Add Items to Work Order and choose Import from Estimates option. Once here, the Estimate will show up with the items to choose ...

• Modifying a Change Order

  Modifying or Editing a Change Order Line Item Open the Change Oder you need to modify and click the green Pencil icon in upper right to edit the Change Order. Scroll down to list of Change Order Items. One the far right, click on the green pencil ...

• Can my clients create change order request from the portal?

  Your clients will have the ability to create a Change Order Request from their client portal account if you have given them permission. Within Project > Settings > Client Access, you will have the ability to set the default settings that apply to all ...

• How can I use a Work Order as a project

  If the Project isn't large, a Work Order could be used as a small Project. You will still be able to import Estimates or add items that is similar to how an Estimate would look and treat the Work Order like a Project.