Change Order Signatures
When you share a change order with your client through Buildwise, your client can sign it online. Their signature approves the change order.
Here are the steps to follow:
Share the change order
On the change order's Share tab, click Share By Email. See Share Change Orders. Only the link in the email Buildwise sends can be signed. If you copy the link with Copy URL and send it yourself, your client can read the change order but cannot sign it.
Your client signs
At the bottom of the change order, your client signs in the Customer Signature box and clicks Approve. They can click Decline instead. The Approve button stays greyed out until your client draws a signature in the box.
Buildwise records the approval
The signature and the date show on the change order. Buildwise emails your client a PDF copy of the signed change order for their records. Buildwise also emails the team member who sent the change order. If your client clicks Decline instead, that team member gets an email too, and your client gets none.
The status changes
The change order's status changes to Client Approved, and the change order locks. To save your own copy, click Download on the Share tab.
Only one person can sign
You can send the change order to more than one client, but only one person can sign it. Whoever signs first is the only signature on record. Anyone who opens it after that will not see the option to sign.
You can't sign for your client
You and your team see the Approve and Decline buttons too, but they only work for your client.
For what each status means, see Change Order Statuses. If the sign option is not showing, see How come I can't sign an estimate or change order?
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