Clients & Profits X Online User Guide

Change orders document changes made to a job’s estimate after it has been authorized.  

They prevent potentially costly misunderstandings between the agency and the client when a job has gone over budget.

When a change is requested (by either the client or the agency, it doesn’t matter), a change order can be added then printed. The printed change order resembles an estimate. Unlike the estimate, it only shows the cost and description of the change being requested. The client signs off on a change order just like they sign off on an estimate, giving the authorization to exceed the job’s estimate. A new change order is printed automatically when it is saved.

Change orders are better than printing a revised estimate, since it doesn’t remind the client of the job’s total cost. Clients see only the change order amount. A change order doesn’t affect the job’s original estimate, either. Instead, a separate change order amount is tracked for each job task.

Learn how to add change orders for job tickets in this Clients & Profits classroom video training session, with C&P Trainer Mindy Williams. Requires Apple Quicktime 7.0 or greater. Running time: 4:40

To see a job’s change orders

1 From the Job Ticket window, click the Change Orders link or choose Edit > Change Orders.

The Change Orders window opens, listing the job's change orders sorted by date (newest entries first).

Entries can be resorted by clicking on the different column headings (i.e., when who, what). The sort order can be reversed by clicking on the sort buttons in the toolbar.

E-mailing a change order

For clients or shops that like to have change orders e-mailed to them, Clients & Profits X allows you to email a change order as a PDF file. Click here for instructions on e-mailing change orders.

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