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Change Orders are used for small jobs that were not mentioned in the contract. Adjusting the amount can only be done when the Change Order Status is on Open. Please follow the below steps to change the amount in a Change Order:

  • Menu > Change Orders > Select Change Order that needs to be adjusted > Edit > If Status is Approved, then change to Open & save > Edit > Edit Line Item > Adjust amount > Save & Close.

 

NOTE: Change Order can only be Imported to an invoice when the status is Approved.

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Purpose:

To Create a Change Order.

Background:

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 involved, track schedule delays and attach photos.

Points to Remember:

Required fields are marked with an Asterisk (*.)

To save your work, click the blue “Submit” button.

To edit the record, click the green pencil icon in the upper right corner.

Deleting Items can only be done by a person with Admin Rights or if you are given access to do so.

If a Change Order needs to be Deleted, you can do so by clicking on the “Action” button at the bottom of the page on the right.

Steps to Create a New Change Order:

  1. Navigate to Main Menu.
  2. Click on Change Order.
  3. Click on blue button “Create a New Change Order” on the left.
  4. Enter the following information:
  • Project: (Mandatory)
  • Billed To:
  • Original Estimate: Select from Drop-down.
  • Subject: (Mandatory)
  • Requested By: Select from Drop-down.
  • Approved By: Select from Drop-down.
  • CO # / Date:
  • Customer:
  • Description:
  • Time / Days Delay: Select from Drop-down.
  • Billing Status: Select from Drop-down.
  • Import Items From: Select from Drop-down.
  • Select Items to Filter: Select from Drop-down.
  • Add an Attachment: Upload all Photos & Files in link to this Project. (On the phone or Tab this would be a Camera button so just click away & it will upload here automatically)
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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 icon of the item you need to modify. This will open the pop up for that item, you can then make necessary changes.

Click the blue “Confirm” button to save your work.

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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 involved, track schedule delays and attach photos.

To save your work click either the “Submit” button or the blue check mark box in the upper right hand corner.

To modify an existing record click the green “Pencil” icon in the upper right hand corner. Then click the blue check mark box to save.

Add a Change Order: Go to main menu and click on Change Orders. Then click on “Create a New Change Order”

Estimate: If an Estimate was created for this project use the drop down to select it.

Then select project and write a detailed description for the Change Order.

Subject: Write a brief line for the subject of the change order.

Requested By: Use the drop down to select who requested the change order.

Approved by: Once you have approval use the drop down to select who the approver was.

The fields on the right-hand side for, Change Order #, Customer and Prepared by will be auto filled by Contractor Foreman.

Next, if there are others involved in the work regarding the Change Order, select the blue button for Select/View subcontractors. Put a check mark in each subcontractor that is involved in this Change Order.

Time/Days Delay: With Contractor Foreman you can document any delays a change order may have caused. Select the Drop Down for Yes/No and select yes. Next, type in number of days delay there may be. You can always come back and modify this field once you have calculated the actual days delayed.

Change Order Images: By clicking the blue button you can add or take photos to document the extra work when necessary.

Next, Click on the blue button for “Add Item to Change Order.”  This will bring up a pop up screen. Fields are as follows:

Subject: Type a subject or name for the item being added. Example: 2X4’s, Extra Concrete, Carpet Upgrade.

Quantity/Unit: Add a Quantity, Unit is for Unit of Measure, EA for Each, CY for Cubic Yards, you may use your own abbreviations as this is for reporting purposes.

Unit Cost: This field will help calculate your cost for this item. If you had 10 CY (Cubic Yards) of Concrete and Concrete was $110.00 per yard, then you would type in $110.00

Markup(%): This is not a required field. However if you want to put a Markup on that item you type in the percent to mark it up.

Tax Rate: If you are calculating Tax rates select them from the Drop Down. Taxes are set up in Settings > Company Settings.

Total: All fields will calculate and show the total for this item.

Cost Code: If you are using Cost Codes, select the appropriate one from the drop down to attach to this item.

Description: Here you have the ability to add a detailed description of this change Order Item.

Click Confirm to save you work.

To save your work click either the “Submit” button or the blue check mark box in the upper right hand corner.

To modify an existing record click the green “Pencil” icon in the upper right hand corner. Then click the blue check mark box to re save.

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