How to do a Change Order

How to make changes to a project after it's been sold.

Fred Pape avatar
Written by Fred Pape
Updated over a week ago

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.

Step by Step:

Step 1:

Go to Projects and select the project you want to update.

Step 2:

What we're going to do is create a new workarea that includes the changes the Customer wants to make.

Click on Create New Workarea.

Step 3:

Name the Workarea, indicating that this is an addition. Select the appropriate Cost Code and Division and hit Add Workarea.

Step 4:

Click on the green Open Catalog Browser button and add your additional Items.

Step 5:

Adjust the Item quantities, select the Workarea's Pricing Type, and then hit Save.

Step 6:

In order to approve the Workarea, you can either turn on the This workarea is approved toggle or click on the reports icon button to re-send the job Proposal to the Customer.

If you use the toggle, all you need to do is hit Save again and you're done. Your change order is complete.

If you are going to send a Proposal, go to the next step.

Step 7:

In the reports popup, select Customer Proposal and then hit Select.

Step 8:

Turn on the toggle for the Change Order Workarea you created. You can add a description as well. Then hit Send for Review.

Step 9:

Select the Customer's email address and hit Send for Review again.

After the Customer approves the Change Order Proposal, the new Workarea will get its own little green checkmark, indicating to you that it has been approved.

That's how you can make a change order in SynkedUP!

Let us know if you have any questions!

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