Record a change

The job

Project

The change

Subject

Description

Where it came from

Who asked for it. A T&M change is billed off the signed tickets; everything else is quoted.

Status

Quote date

The date printed on the quotation. Nothing is assumed: the PDF will not build without it.

General contractor

Attention

Reference numbers

GC COR No.

Owner COR No.

RFI No.

PCO No.

ASI No.

Other No.

As written, leading zeros and all. Every filled box prints on the quotation.

Attachments

Signed tickets, supplier quotes, photos, their instruction. Say whether each one goes to the GC while you are looking at it. internal Our pricing workbook can be filed here and can never be sent.

Drop supporting documents here

or . PDFs and JPEG or PNG images become pages inside the change order; everything else rides beside it.

File	What it is	Goes to the GC	Pages

Cost breakdown

Priced elsewhere. Record the result here, by cost code, so it can post to the budget. internal Cost codes and hours are ours: the quotation shows a description and a lump sum per scope.

Cost code	Description	Direction	Amount	Hours	Posts as

Change Orders

Record a change

The job

The change

Reference numbers

Attachments

Cost breakdown

History

Documents

Import pricing

Send the change order