How to Create a Change Order for a Project Sent for Bid/Offer?
This feature allows project owners to initiate scope or pricing updates even after a bid or offer has been sent. When changes are needed, such as modifying the proposal or adjusting completion dates, you can raise a formal change order directly from the project details page. The installer will be notified, and if the update requires changes to the signed contract, the system will prompt a re-signing. This ensures all stakeholders are aligned and key updates are logged and approved before proceeding.
Step 1: Locate “Manage Projects” and click “Projects” from the main menu.
Step 2: Select your “Project”.
Step 3: Click the “More+” button on the top right corner of your project details page.
Step 4: Select “Create Change Order”.
Step 5: Add the description of your change order and attach files if needed. Click “Save”.
Note: When you select the Proposal Changes Required checkbox and click Save, you’ll be redirected to the proposal to make the necessary updates. If the changes exceed the tolerance level, a contract resigning will be required before moving to the Closed Won - Document Signed stage.
Your Change Order Requirements will be available in the list on the left of your proposal.
Step 6: After creating the change order, click “More+” button again.
Step 7: Select “Send Change Order Offer”.
Step 8: Adjust your “Offer Amount” or “Installation Completion Date” if needed and click “Send”.
Your installer will be notified about the change order update.
Note: If the change order does not affect the contract amount or has been updated by both the project owner and the installer, the project owner can manually complete the update by selecting "Complete Change Order" under the "More+" button.
