How to send a change order

On an accepted quote press Change order; once the customer accepts it, its lines are added to the job.

Updated 2026-10-24

A change order is extra work agreed after the quote, e.g. a second shutoff valve found on the day. It is sent and accepted like a quote, and stays linked to the quote it changes.

Where

Quotes → open an accepted quote → Change order, at the bottom.

Steps

1. Press Change order. A new draft opens, called "Change order 1 to quote Q-0012", for the same customer.
2. Add the lines for the extra work.
3. Press Send. The customer's page says which quote it changes.

What happens next

• When it is accepted, its lines are added to the original quote's job, each marked with the change order's number. No second job is made.
• Invoicing that job bills the original lines and the change order's together.
• The original quote lists its change orders under Change orders, with each one's total and state.

If it doesn't work

• "A change order changes work already agreed." The quote is not accepted yet: edit it instead.
• "This is already a change order." Write the change against the original quote.