Skip to main content
S
Sudbury builders
July 27, 2023
Question

Change orders

  • July 27, 2023
  • 1 reply
  • 0 views

I know how to create a change order that shows up in an original estimate. Is there any way to send/email that change order to a client for approval before work is commenced? This for a construction company. Trying to avoid having to use a different platform, ie. google docs, Excell to perform this so I can keep it all under one program.

1 reply

JessT
JessT
July 27, 2023

Hi Sudbury builders!

 

It's a good idea to notify and let clients approve changes to their orders before starting a project. I'm happy to walk you through emailing a change order without having to use the other platforms you mentioned.

 

I understand that you know how to make a change order. Therefore, all you need to do is open the estimate that has the change order note and send it like sending a regular transaction. I've added a screenshot for your visual reference.

 

 

On the other hand, an estimate is part of the accounts receivable workflow in QuickBooks. That said, I'm glad to share this article for your additional reference: Get started with customer transaction workflows in QuickBooks Desktop.

 

I'm just right here if you need more help sending your change order or if you have any other questions related to estimates. My colleagues will also continue to assist if I'm out of office.

S
Sudbury buildersAuthor
July 27, 2023

Step 1: create an estimate

Job starts change orders come in

Step 2: go into existing estimate and add changes, this creates the change order.

After that how do I extract only the change order from the estimate to send to the client without creating an invoice?

L
LeizylM
July 27, 2023

Hi there, Sudbury builders. Allow me to share additional information about managing change orders to the estimate in QuickBooks Desktop (QBDT).

 

When you make changes to your estimates, the Add Change Order box will pop up after the Recording Transaction window appears. 

 

I've added screenshots for your reference. 

 

 

Once done, you can now open the estimate that contains the change order you want to extract. Then, click on the email icon to send it to your client. 

 

You can have this article handy for more information about creating estimates in QuickBooks Desktop: Create an estimate.

 

Feel free to come back if you have other concerns about managing estimates. I'm always here to help. Have a great day.

Terms & ConditionsAccessibility statement