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How to Create a Change Order

Written by Alex Johnson

Change orders & back‑charges

Why this matters
Adjust scope and costs for contractors without confusion.

Steps

  1. Open the Work Order and click Change Price.

  2. Choose + (add money) or − (back‑charge).

  3. Add a clear Reason.

  4. Submit (sends for contractor approval) or Auto Approve & Submit (forces through without contractor approval needed).

  5. The invoice will show a new line item with amount, date, and reason for price change.

Best practices

  • Use photos and checklist tasks to document issues.

  • Align with your contractor agreement (e.g., quality standards, rework policy).

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