How do I submit a Change Order for Approval?

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• 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 ...

• How do I add or modify line items and quantities to a Work Order if it has already been Approved?

  A Work Order cannot be edited once it is approved as this is done through a process of submitting the Work Order to the client and the client approving it. But if changes need to be made, change the status of the Work Order to Bidding. Once it is ...

• How do I submit an Estimate for approval?

  To Submit an Estimate for approval, make sure you go to the Estimate by going to the Menu and selecting Estimates and picking the Estimate you would like to Submit. Once here, go to the Actions drop down which is in the bottom right of the Estimate ...

• 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 ...