How to Create a Change Order for an Installer?

Installers can request updates to project scope, pricing, or timelines by submitting a change order from the NTP/Change Order stage. This ensures all modifications are documented and sent to the project owner for review.

Step 1: Go to “Projects”.

Step 2: Navigate to the project you want to change order for.

Step 3: Go to the “NTP /Change Order” Stage.

Step 4: Click “Create Change Order”.

Step 5: Add the description for the change order, upload relevant documents, and click “Submit".

Step 6: Once you submit, your Project Organization will be notified about the change order update.