How I process Change Orders for bigger projects

New Contributor III

I created a system that works for us for Change Orders.  There may be a different way, but this is the easiest way I've found to update projects.

I go to the estimate associated with the project, and add a task.  Typically I select "Service".  If you know a way to add a specific task I would love to know because I need one that says Change Order.

In the description I add "Change Order" and then type the additional work proposed.  I update the cost, and save it.  This updates the estimate, and allows me to forward it to the customer so that they are notified.

I made an example to show:

Change order.jpg

Like I mentioned I'd love to be able to modify the task name, but I haven't found a way to do that yet.

Hope this helps! 


Chelsea Robinson
Ace Plumbing and Rooter

Chelsea Robinson
Ace Plumbing and Rooter
Project Coordinator

"If onlys and justs were candies and nuts, then every day would be Erntedankfest." - Dwight K Schrute

ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi @ChelseaAce , 

Thanks for sharing this workflow, it is so helpful!

This article shows the best workflow to create Change Orders: