Change Orders
Track scope changes, add change records, and understand impact on totals.
Last updated: February 2026
Overview
A change order documents any addition, modification, or removal of scope from the original work order. Change orders are recorded in the Changes tab of each work order.
When to Use Change Orders
- Additional work discovered during the job (e.g. unexpected corrosion requiring extra work).
- Client-requested additions to scope after the original quote was agreed.
- Scope reductions where original quoted items are removed.
Adding a Change Order
Navigate to the work order → Changes tab → Add Change.
- 1Enter a title describing the change (e.g. "Additional underwater inspection").
- 2Enter a description of what changed and why.
- 3Enter the cost impact (positive for additions, negative for reductions).
- 4Click Save Change.
Impact on Billing Totals
For Fixed Price work orders, change orders update the adjusted quoted total (original quote + change order adjustments). The client-facing total shown on the billing summary reflects all approved change orders.
For Charge-up work orders, change orders are recorded for documentation purposes. The billable total is always driven by actual time and materials logged.
Change orders require Admin approval before they affect the quoted total. Pending change orders are visible to both Admin and Technician but are marked as pending until approved.
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