You can enter change orders that apply to a job, and you can also assign specific cost codes to individual change orders.

You can add cost codes to a change order and edit the change order and cost codes for the change order until it has a Posted status.

For more information, see these sections:

Enter a change order

1. Select Appointments . 
2. At the top of the pane, select the Job Appointments filter. 
3. Select a job appointment and select More to show the details of the job appointment.
4. Select the Change Order  tab. A list of change orders that have already been entered for the job is displayed.
5. To enter a change order, select the New  icon. Information, including the job number, change order number, status, and contract type, is displayed. The change order number is a temporary value until you sync your device with the host system.
6. Enter a description, and then enter the amount of the changed order in the Change Order Amt. field.
7. Select the Save icon. The change order is added to the job appointment.

Edit an existing change order

1. Select Appointments . 
2. At the top of the pane, select the Job Appointments filter. 
3. Select a job appointment and select More to show the details of the job appointment.
4. Select the Change Order  tab. A list of change orders that have already been entered for the job is displayed.
5. Select the change order to update, and then change the description and the change order amount, as needed. The fields that you can change depend on the status of the change order. You can enter and update a change order until it has a Posted status.
6. Select the Save icon.

Assign a cost code to a change order

1. Select Appointments . 

2. At the top of the pane, select the Job Appointments filter. 

3. Select a job appointment and select More to show the details of the job appointment.

4. Select the Change Order  tab. A list of change orders that have already been entered for the job is displayed.

5. Select the change order.

6. Select the Cost Codes  tab to view and change cost code information for each change order. 
7. To add a new Cost Code, select the New  icon.

8. Select a cost code. Cost element and cost code information is displayed.

9. Enter information in these fields, as needed. The information that is displayed depends on whether you're creating or viewing an existing cost code record. The fields that you can change depend on the status of the change order. You can enter and update a change order until it has a Posted status.

   Field	Description
   Job Number	The default job number.
   Change Order #	The default change order number for the job.
   Cost Element	Cost elements, which are associated with cost codes, can't be changed. When you create a cost code record for a change order, this field isn't available. However, when you select a cost code, the cost element that is associated with the cost code is displayed. For an existing change order, the cost element for the cost code is displayed. The cost element changes when you change the cost code.
   *Cost Code	For a new cost code record for a change order, enter a cost code. For an existing cost code, the default cost code and cost element for the change order are displayed, but you can select a different cost code if the change order isn't posted.
   Est. Units	For a new cost code record for a change order, enter the number of estimated units that are required for the change order. The type of units is based on the method of measuring units that you select in the Estimate Measure field.
   Est. Amt. Per Unit	Enter the estimated amount per unit of the cost code for the change order. The type of units is based on the method of measuring units that you select in the Estimate Measure field.
   Est. Amount	The total estimated amount of the cost code for the change order. The calculated amount is based on the total estimated units and the estimated amount per unit.
   Estimate Measure	The default method of measuring the units that the change order is based on for the job is displayed, such as hours (HR) or items (EA), but you can select a different measure. The values that are available for this field are set up in Job Cost.

   * Required field
   
   

10. Select the Save icon.

Adding a Note to a Change Order

After the change order is synced, you can select the Notes  tab to view or enter information about each change order, as needed. On the Notes  tab, select the New  icon to create a note. The job number and change order number are displayed. Enter a subject and description, and select Yes in the Internal Note field if the note should be internal only.