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Enter and edit change orders for jobs
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Enter and edit change orders for jobs

Owned by Documentation Reviewer
Oct 01, 2018

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

If you assign a cost code to a change order, you must sync with the host system, and then select the cost codes for the change order in MobileTech.

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. Choose Appointments. At the top of the pane, choose the Job Appointments filter. Select a job appointment and choose More to show the details of the job appointment.
  2. Choose the Change Order tab. A list of change orders that have already been entered for the job is displayed.
  3. To enter a change order, choose 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.
  4. Enter a description, and then enter the amount of the changed order in the Change Order Amt. field.
  5. Choose the Save icon. The change order is added to the job appointment.

Edit an existing change order

  1. Choose Appointments. At the top of the pane, choose the Job Appointments filter. Select a job appointment and choose More to show the details of the job appointment.
  2. Choose the Change Order tab. A list of change orders that have already been entered for the job is displayed.
  3. 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.
  4. Choose the Save icon.

Assign a cost code to a change order

  1. Choose Appointments. At the top of the pane, choose the Job Appointments filter. Select a job appointment and choose More to show the details of the job appointment.

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

  3. Select the change order. Choose the Cost Codes tab, and then choose the New icon.

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

  5. Enter information about the estimated units, estimated amount per unit, and estimated measure, as needed. The estimated amount of the change order, based on the cost code information, is calculated and displayed in the Est. Amount field.
    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. Choose the Save icon.