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Change Order

The Change Order contract type handles scope modifications after your original contract has been signed.

When to Use​

Use a Change Order when:

  • The original contract (Project Proposal or Design Services) is already signed
  • The customer requests additions or changes to the scope
  • You need to document and price the modifications

Example: Customer adds a deck to their remodel project three weeks after the original contract was signed.

What Happens When Signed​

When a customer signs a Change Order:

  1. Change estimate locks - The change order estimate becomes read-only
  2. Project sold amount updates - Original contract value increases by change order amount
  3. Additional invoices created - New invoices generated for the change order work
  4. Original estimate remains locked - Base project estimate stays protected
  5. Production dates recalculated - Project dates may be adjusted based on system fields

System Fields​

Change Order contracts include these system fields in the contract sidebar:

FieldDescriptionHow It's Used
Duration AdjustmentHow many weeks or days to add or subtract from the project scheduleAdjusts the parent project's total duration and recalculates finish dates
Duration IntervalWeeks or DaysDetermines the unit for the duration adjustment (5 business days = 1 week)

How Change Orders Affect Project Dates​

When a Change Order is signed, the system adjusts the parent project's production dates based on the Duration Adjustment value:

  • Positive values extend the project — a value of 2 (weeks) adds 2 weeks to the current schedule
  • Negative values shorten the project — a value of -1 (weeks) removes 1 week from the schedule
  • Zero means no schedule impact — the change order is recorded but project dates remain unchanged

The system converts the adjustment to weeks (using 5 business days per week), adds it to the parent project's current duration, and recalculates the Predicted Finish Date and Contracted Finish Date. The total project duration cannot be reduced to zero or below.

If the change order contract is unlocked for editing, the duration adjustment is automatically reversed to restore the original project dates before the contract can be re-signed.

These updated dates appear on the project's Info Panel and affect when any payment schedule invoices are due.

Change Order Workflow​

For complete details on the change order workflow, including:

  • Creating change order estimates
  • Managing multiple change orders
  • Tracking change order history
  • Reporting on change orders

See the Change Orders guide.