How to Make a Change Order in PEP

Sometimes a customer will sign an estimate and then later decide they want to change something about the work. When that happens, you don’t need to create a brand new estimate, you can make a change order. How to Make a Change Order for an eBid If you use an eBid and you have to make a change order after it’s been accepted, your client will be able to see that on the eBid. You can also add an extra signature page to capture the client’s approval of the work. To make a change order Go into the estimate Select the client >> job >> estimate >> click EDIT ESTIMATE Make a new area (with measurements, template, or just check the box to skip this step) Click the PLUS sign (+) at the top of your areas list on the left side of the page Click EDIT AREA  Check the box to indicate a change order Add items to list the additional work >> click SAVE   For the eBid  Go into the estimate Select the client >> job >> estimate >> click EDIT ESTIMATE Click UPDATE PRICING (at the very bottom) The change order work will show up on the proposal page of the eBid as separate from the original.      Add a Signature Page You can add an extra signature page to the eBid for your client to accept the additional work. Go to the eBid page for this job Select the client >> job >> estimate >> click eBid Click NEW PAGE (at the very bottom) Enter a title for your page Something like “Change...