Every change order has a status. The status decides which buttons are on the change order and whether the job has been updated yet.
The statuses
- Draft - being built. The only status in which you can click Edit or open the Change Order Builder.
- Awaiting Authorization - submitted and waiting for the customer's answer. It is locked. You can Approve it, Reject it or Move Back to Draft.
- Approved - accepted, but not yet applied. The job has not changed. Apply to Job Items is available.
- Rejected - declined. It cannot be reopened or resubmitted. Create a new change order if the work is back on.
- Applied - shown briefly while the change order is being applied.
- Completed - applied. The job's items and totals now include the change.
- Applied (Errors) - the job items were updated, but the job's totals or dates were not recalculated. Contact support.
What changes the job
Only Apply to Job Items changes the job. A change order in Draft, Awaiting Authorization or Approved has no effect on the job's items or totals.
On every change order
Download PDF, Send and Delete are available whatever the status. Deleting a Completed change order removes the record only. It does not reverse the changes on the job.
Where to change it
Open the change order from the job's Changes tab. Owners, admins and office staff can change a status. See Approve and Apply a Change Order for the steps.
Related articles
- Create a Change Order - build a change order in Draft
- Approve and Apply a Change Order - submit, send, record the answer and apply