How to Create a Change Order in QuoteAnywhere

This article will cover how to create a change order within QuoteAnywhere. Please note that in order to create a change order, you must first have a won job.

To begin, open the won job you would like to make a change order for. The change order functionality is located on the "Sale Status" tab and the "Add Change Order" button is directly below the job status pipeline.


Clicking "Add Change Order" will allow you to move forward with saving the change order as well as making the necessary adjustments to the job.


From this point forward, you can simply treat this as a new job, while having it still tied to the parent quote.  Change orders will always be shown with a 2024-05-07_15-46-50-removebg-preview.png icon.


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