Change Orders

[eymanbbrewer]

Does anyone have a good change order form in Service Titan?  Sending the estimate form does not look good to the customer and does not provide a running total of the contract.  We would like to have something that states "Change Order #(whatever)" and show a running contract total with that change order amount and continue for however many we may write on a project.

[josh_via]

With the subject change orders, what our team does is utilize Projects and each job can be a change order. So the Project could be your digital folder, and then within that project your original estimate, and each change order. You can then send each invoice separately, or all under one project invoice. Take a look at that option, maybe in the test environment, and see if that works for you. Hope this helps.