How to Create a Change Order

This is a quick article on how to create a change order.

 

First ensure that the job is won. Right click on the "Change Order" section below it and click "Add Change Order"

 

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The Adding a Change Order window will open. Some fields will carry from the base job such as customer but you will need to select any required fields to proceed.

 

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The job window will open and it will be treated as a new quote. You can either make negative adjustments from the base job. (Article on how to do that here - https://support.wesuite.com/hc/en-us/articles/360060823752-How-to-Make-a-Negative-Adjustment-to-a-Job), or you can proceed to add parts if you need to make a positive adjustment to the quote.

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