They prevent potentially costly misunderstandings between the agency and the
client when a job has gone over budget.
When a change is requested (by either the client
or the agency, it doesn't matter), a change order
can be added then printed. The printed change order
resembles an estimate. Unlike the estimate, it only
shows the cost and description of the change being
requested. The client signs off on a change order
just like they sign off on an estimate, giving the
authorization to exceed the job’s estimate.
A new change order is printed automatically when
it is saved.
Change orders are better than printing a revised
estimate, since it doesn't remind the client of
the job's total cost. Clients see only the change
order amount. A change order doesn't affect the
job's original estimate, either. Instead, a separate
change order amount is tracked for each job task.
To see a job's change orders
1 From the Job Ticket window,
click the Change
Orders link.
The Change Orders window opens, listing the job's
change orders sorted by date (newest entries first).
Approved change orders
When a client signs off on a change order, it can
be marked as approved in Clients & Profits ASAP.
Approved change orders can't be changed, keeping
your job costs accurate.
Entries can be resorted by clicking on the different
column headings (i.e., when who, what). The sort
order can be reversed by clicking on the sort buttons
in the toolbar. |
