Sometimes it happens that you've sold a job, scheduled it, and now you're out on the job. Your Customer wants to add something to the job. Awesome! Here's how you update that Project in SynkedUP.
How to Create a Change Order
1. Open the job you want to add a change order to.
2. Click "Plan"
3. Click "Add Work Area"
4. Name the work area (Tip: label it as a change order so its clear)
5. Click the "Cost Code" field.
6. Choose a Cost Code
7. Click the "Division" field.
8. Choose a Division
9. Click "Create Work Area"
10. Click "Edit"
11. Click "Open Catalog Browser"
12. Add labor and materials to create the estimate
13. Click "Close"
14. Save the job.
15. Click "Proposals"
16. Click "Create New Proposal"
17. Select only the new change order work area to include on the proposal
18. Click "Next"
19. Click "Next"
20. Click here.
21. Send the customer the proposal for the change order approval.
That's how you can make a change order in SynkedUP!
Let us know if you have any questions!