← All Features 🔄

Change Order Management

Create, send, and track change orders with full financial impact calculation, client approval workflow, and a complete audit trail — all connected to your budget and schedule.

What's included

📝

Change Order Creation

Create detailed change orders from scratch or pull directly from estimate line items. Fast and structured.

💵

Financial Impact

Automatic calculation of cost, margin, and revenue impact for every change order — visible instantly.

Client Approval Workflow

Send change orders to clients for digital review and approval. Track pending, approved, and rejected status.

🗂️

Audit Trail

Full history of every change, approval, rejection, and revision — timestamped and permanently stored.

💳

Budget Integration

Approved change orders automatically update the project budget. No manual transfers or double-entry.

📅

Schedule Integration

Import change orders directly into the project schedule — so timeline impacts are captured immediately.

📄

PDF Export

Generate professional, branded change order PDFs ready to send to clients or store for records.

🏷️

Status Tracking

Filter change orders by active, pending, approved, and rejected. Always know what's open and what's been settled.

Every change, documented and approved.
No surprises at closeout.

A structured change order process protects your margins and keeps clients informed.