Submit a Change Order


The Change Order is a form used to modify the General Contractor's scope of work as previously set by the accepted construction proposal. For example, if the proposal's initial budget and time estimate for demolition and structure moving is expected to be exceeded, the contractor should submit a change order to update the project budget.

Submitting a Change Order

A Change Order can be submitted by going to the project budget and clicking the "Change Order" button at the top.

  1. Select the team member who needs to approve the form. This is typically the homeowner.

    Change order new head

  2. Fill out the rows with estimated additional days, costs, and any supporting notes for each row.

    Change order sample rows

  3. Additional notes and longer text can be added at the bottom of the page.

  4. Hit the create button to submit button to send it off.

  5. The homeowner will probably have some questions for you before approving the form. You can edit the form if there are any changes (e.g., clarifications, corrections) to be made.

  6. The homeowner will then review and either approve or deny the change order request. If the homeowner denies the change order then they are not required to pay for the work. Therefore additional work performed by the contractor without a pre approved change order is done so at the contractor's own risk.

Editing a Change Order

A change order can be edited only if it has not been approved. To edit a change order, open it and click the edit button at the top right of the change order.

Canceling a Change Order

A change order can be canceled only if it has not been approved. The cancel button can be found at the bottom of the edit change order page.

Saving a Draft

A Change Order is a long form, and you may not have time to fill it in all at once. If you like, you can save a draft and continue working on it later. To save a draft of a Change Order, click the "Save and Finish Later" button circled below in red.

Sov form draft

Until you issue the form, only you can see the draft.

You can access your forms drafts on the project preview page.

To issue a draft, go to the form's edit page and click "Issue Now".

 

 

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