1. Open Your Company’s Tenders and select the “Change Orders” tab:
2. Select “Create Change Order”:
- Enter a name:
- Click “Accept.”
3. Add all of your change order items with their respective quantities, unit type, and unit price. You can also add a description for each item:
- Select “Show/Hide Contract” to use items from the schedule of pricing within the contract and add them to your change order:
- You can also import an excel file into the Item list. Click on the link below to learn how:
4. Review the document and make any final changes:
- Add any PDF files you wish to include in the change order
- Add the name of the consultant
- Select the date
- Add the change order number and name
- Add/Edit Intro or conclusion text
- Add signatures
Select “Save and Update Document” after any changes are made in the document organizer.
5. Export and/or Send Change Order as PDF
- Export the change order as a PDF file:
- Send a PDF of the change order directly to an email:
6. Select “Apply Change” to finalize the change order: