Document and get sign-off on scope changes. Change orders work exactly like estimates — same builder, same signing — just tracked separately.
Last updated 2026-07-07
A change order is built with the exact same editor as an estimate — the only difference is that it's numbered CO-… and tracked on its own so it never muddies your original contract. Create one from a project's Estimates tab with + Change Order, and use the Change Orders filter to see just those.
Send the change order to your customer for electronic signature, the same way you send a proposal — including sequential signing when more than one person needs to approve. It moves through draft → sent → approved (or rejected). Signed in person instead? Mark it approved directly.
If a customer rejects a change order, click Create Revision to spin up a new version with the next revision number. Edit the scope or price and resend — the record of what was rejected stays intact.
Approved change orders add to the project's contract value and can be pulled into an invoice just like the original estimate, so the extra work actually gets billed.
Creating Estimates
Build detailed estimates with sections, margins, AI-written descriptions, and line items — then send or turn them into a proposal.
Proposals & E-Signatures
Build proposals with the drag-and-drop builder and collect electronic signatures.
Invoicing & Payments
Create invoices, bill progressively, track payments, accept online card + ACH payments, and manage outstanding balances.