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How do I create a change order for a job that has an estimate and 2 progress invoices so far?

How do I create a change order for a job that has an estimate and 2 progress invoices so far?

I'm using Desktop Premier 2019

Best answer 02-24-2019 10:03 AM

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Established Community Backer ***

Re: How do I create a change order for a job that has an estimate and 2 progress invoices so far?

It matters if the Change Order expand scope or remove scope.

 

Example:

In my image for the sample file, you see:

Customer <== parent level name

Job <== second tier

Change Order <== third tier, which means you are tracking it by itself. Then, the CO is either "billable" time & costs, Estimate based, Fixed Rate addition, etc. It stands alone as something to manage.

 

If you don't care about that tracking, you can put the items subject to Directly Billable outside Original Scope, on their own invoice for your existing Job Name as it exists already. When you Invoice, you get that pop up to Select from the Estimate. Hit Escape or cancel, to see the blank invoice where you now get to use Add Time & Costs. That doesn't affect Progress at all. It isn't even linked to the Estimate.

3 Comments
Established Community Backer ***

Re: How do I create a change order for a job that has an estimate and 2 progress invoices so far?

It matters if the Change Order expand scope or remove scope.

 

Example:

In my image for the sample file, you see:

Customer <== parent level name

Job <== second tier

Change Order <== third tier, which means you are tracking it by itself. Then, the CO is either "billable" time & costs, Estimate based, Fixed Rate addition, etc. It stands alone as something to manage.

 

If you don't care about that tracking, you can put the items subject to Directly Billable outside Original Scope, on their own invoice for your existing Job Name as it exists already. When you Invoice, you get that pop up to Select from the Estimate. Hit Escape or cancel, to see the blank invoice where you now get to use Add Time & Costs. That doesn't affect Progress at all. It isn't even linked to the Estimate.

Senior Explorer ***

Re: How do I create a change order for a job that has an estimate and 2 progress invoices so far?

Thank you for your help.  Sorry, sometimes I just have a mental block....

In your sample image, the third tier that says "Change order #1", How did you create that? Did you just highlight the 2nd tier and then choose "add job" to the 2nd tier and then name it "Change Order #1" ??

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Community Manager

Re: How do I create a change order for a job that has an estimate and 2 progress invoices so far?

Hello the_tile_setters,

 

Thanks for coming back. 

 

The "Change Order #1" in the screenshot from qbteach is a customer job. Yes, you're correct. To create that, you'll add a new job. 

  1. From the Customers & Jobs window, click on the customer name.
  2. Click on New Customer & Job and choose Add Job.
  3. Enter the information.
  4. Click on OK.

Let us know if you have any questions. We'll be right here to help.