Forum Discussion

GloriousAir's avatar
GloriousAir
Contributor 3
1 year ago

Change orders

How Can I and what's the best way to add a change order onto a current job without making a new quote

7 Replies

  • FredHodgeJr's avatar
    FredHodgeJr
    Jobber Ambassador

    To apply a change order to an existing job without creating a new quote in Jobber, follow these steps:

    1. Edit the Job: Open the job in Jobber, select "Edit," and adjust the existing line items to include the new work or products required.
    2. Add Internal Notes: Include a detailed note specifying the change order, outlining any additional work, products, or costs. This helps maintain clarity for both the office and field teams.

    These adjustments keep all job changes centralized, avoiding the need for a separate quote.

  • jade's avatar
    jade
    Jobber Support Team

    Hey Glorious Air Team! Thanks for your question, we have a few ways to do this. One suggestion would be to edit the Job directly, leaving the Quote as is, if you require a new signature, you can collect one using the Jobber app in the field - here are the steps

    Another option would be to go to the Quote > More Actions > Create Similar Quote. This will create a new Quote, but you do not need to start over from scratch.

    If you would like to chat with our Success Team to find the best with workflow for you, try using our live chat! Go to the ? at the top right corner > Chat With Us to start the chat!

  • so how are they going to approve. The existing job already has a price so if additional info be added the price will change, Yes or NO?  I prefer to add change orders under the same job 

  • If you edit your original quote I'm pretty sure the client does not have to sign/approve again. You can just add the change order as an additional line item and label it "change order". If you do have to get the client to sign/approve the job again. Just make sure you save the original quote that was signed in order to keep a record of their first contract they signed. 

  • MikeMM's avatar
    MikeMM
    Contributor 2

    walletfriendly asked how the client approves the changes when you edit the job directly - and that question never got answered, because that's exactly the gap. Editing the job updates the price, but there's no approval attached to the change itself. Editing the quote wipes the original signature. A second quote gives you approval, but now the added work lives in a separate record from the job.

    I'm a developer building a tool for exactly this: you open it from a link on the Jobber job, add only the changed items, the client signs on-site (or gets a text link), and the approved amount carries into billing - original quote stays untouched, and you keep a signed record of each change.

    It's called JobAmend - jobamend.com. Not affiliated with Jobber. I'm taking a small founding beta: free until it captures your first approved change order, then $29/mo flat for the whole company. If you're dealing with this, I'd genuinely like to hear how you handle it today, even if the answer is "verbally, and half of it never gets billed."