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Bid & Sign

Add a change order to a signed estimate

When the scope changes after the customer signs, add a change order instead of editing the estimate. The original stays exactly as it was signed.

Updated

  1. 1Open the signed estimate

    The Contract box shows the original total, each change order and the current contract total. Click Add change order.

    Contract box with Add change order
  2. 2Add only what changes

    Add a line for each change. Use a negative price for work you take out. Save, then send it the same way you send an estimate.

    Change order line items, one added and one removed
  3. 3Your customer signs it

    Before signing they see the contract so far, this change and the new total. Once signed, the change counts toward the contract total.

    Change order on a phone with the new contract total

Good to know

  • Change orders are numbered after the estimate, for example RP-2026-0001-CO1, and the PDF is titled Change Order.
  • Unsigned change orders are listed in the Contract box but not counted in the total.
  • Your customer can ask a question or decline a change order the same way as an estimate.

Questions

Can a change order take work out?

Yes. A line with a negative price is a credit and lowers the change order total.

Does the original signed estimate change?

No. It stays locked with its signature and fingerprint. Each change order gets its own signature.

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