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.

To replace any of the items in your project with new items:

  1. Select your Change Order (or create a new one if you don't have one yet)

  2. Click "+Add Items" to add the new items to the CO

  3. On the Add/Edit Item modal, select "Replaces Existing Items That Are Already In This Project"

  4. Select the item(s) that you would like to remove/replace

This will add a "Credits for Replaced Items" line on your Change Order Report, and give you a total upgrade/downgrade price.

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

Did this answer your question?