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How to Replace Items with a Change Order (or Option)
How to Replace Items with a Change Order (or Option)

Replacing equipment in your project with new items in a CO

Christa Moody avatar
Written by Christa Moody
Updated over a week ago

(This article shows the Replace Items process with a Change Order, but you can follow the exact same steps outlined in this article for an Option.)

NOTE: Changes to a Project are referred to as "Options" in the Opportunity, Estimate, and Proposal Stages. In the Contract, Install, Review, and Completed stages, those changes are referred to as "Change Orders".

Replacing Items with a Change Order

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!

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