Share Change Orders
The Share tab is where you set up the change order your client sees, check it, and send it. The steps below follow the Share tab from top to bottom. Changes save on their own a moment after you stop typing. A change order has no cover page.
Here are the steps to follow:
Open the Share tab
Open the change order and click the Share tab. The form is on the left, and a preview of the change order is on the right.
Write the Scope Of Work Summary and Terms And Conditions
The Scope Of Work Summary prints above the Scope of Work table. Terms And Conditions prints after the Allowances. Each prints only when it has text. You can use bold, italics and lists.
Choose the Pricing
Pricing sets how the Scope of Work table looks to your client. The choices depend on the project's contract type. See the table below.
On Cost Plus, your client sees a Mark-up row under the table. If you set a Mark-up Label in Settings, that row shows your word instead of Mark-up. See Set Up Markup Costs.
Fixed Cost choices
Result: Lump Sum
Result: Section Pricing
Cost Plus choices
Result: Cost Item Total
Result: Cost Item Breakdown
Choose how allowances show
On Fixed Cost projects, pick how the Allowances table shows each amount. With Mark-up (the default) shows it with your markup. Without Mark-up shows the cost only.
On Cost Plus projects there is no choice: allowances always show the cost, before markup. Allowance lines still count in all the totals.
The Allowances table lists the lines you ticked Allowance, one row per cost group. On a change order, a standard line about the allowances always prints above it.
Fixed Cost choices
Result: With Mark-up
Result: Without Mark-up
Attach PDF files
Click Add Attachment to add PDF files. They are added at the end of the change order PDF. Only PDF files can be attached.
Check it with Client Preview
Click Client Preview to open the change order the way your client sees it.
Share it
Share By Email sends your client a link they can sign at the bottom. It fills in the client's email from the project, the subject "Change order from [your company name]" and a message. You can change all three. Sending releases and locks the change order.
Download saves a PDF you can attach to your own email. Copy Url copies the link. It is greyed out while the change order is a Draft.
Pricing choices
| Choice | What your client sees |
|---|---|
| Lump Sum
(Fixed Cost, the default) |
Your line descriptions with no prices, then Sub-Total, Tax and Total. When there is no tax, only Total shows. Markup is never shown on Fixed Cost. |
| Section Pricing
(Fixed Cost) |
A % Total and $ Total for each cost group, with markup included. |
| Cost Item Total
(Cost Plus, the default) |
A % Total and $ Total for each line, at cost before markup. Then Sub-Total, Mark-up, Tax and Total. |
| Cost Item Breakdown
(Cost Plus) |
The same as Cost Item Total, plus Labor, Materials and Trade columns. |
What your client sees
The change order shows these parts in this order. Parts you leave empty are left out.
| Part | What it shows |
|---|---|
| Page header | Your logo, the change order name, the address, the client's name and the date. |
| Scope of Work Summary | Your text from the Share tab. |
| Scope Of Work | The table set by your Pricing choice, then the totals. |
| Allowances | The standard line, then the allowance table. Only when a line is an allowance. |
| Terms and Conditions | Your text from the Share tab. |
| Customer Signature | Where your client signs. |
| Attached PDFs | Added at the end. |
Draft links only open for your team
While the change order is a Draft, its link opens only for people signed in to your company. Share By Email releases the change order as it sends, so your client's link works.
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