Change orders

When to use a change order

A change order captures any addition, deletion, or revision to the original scope once a project is underway. Frametry tracks each one as its own document with its own approval and dollar impact on the budget.

Drafting a change order

From a project, open the Changes tab and click + New change order. Give it a title and description that explains why the change is happening, then add the line items just like an estimate:

• Description
• Quantity and unit
• Unit price

Totals roll up at the bottom and feed straight into the project budget.

Sending for approval

Click Send to client to email a secure link. The client can review the change, sign online, and optionally leave a comment. Status moves from Sent to Viewed to Approved or Declined.

After approval

Approved change orders update the contract value and budget automatically. You can include them on the next invoice or pay application. Need to back something out? Open the change order and click Withdraw.