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How to Render a Change Order Report
How to Render a Change Order Report

Create a report for quoting your Change Orders

Clayton avatar
Written by Clayton
Updated over a week ago

Change Orders allow you to sell new equipment after a contract has already been finalized. You can use Change Orders to swap out equipment (upgrades and downgrades) or simply add new equipment and/or labor.

There are two things that need to be in place before you can render your Change Order Report:
1. Set up your Report Group within the Designer
2. Create the Change Order within the Builder

Once you've got these set up:
1. Open your project to the Reports section

2. Click +Add Report

3. Give the quote a name, and select your Change Order Report Group

4. Select the Change Order that you would like to create the quote for. (If you have more than one, you will need to create a separate CO report for each one).

This will render a new Change Order report that you can send to your clients.

Hope this helps - let us know if you have any questions!

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