Change orders

What it is

An accepted estimate cannot be edited - the customer signed it. A change order is a new estimate tied to the original: the extra rooms, the trim they added on day two. The customer accepts it online like any estimate, and when you make the final invoice, its lines come along under a (change order EST-…) note.

How to

Open the accepted estimate → Change order. Add the lines, send it. The customer page lists change orders under the estimate.

Which plan

Every plan.

When it goes wrong

A change order the customer declined stays out of the invoice. Make the final invoice after every change order is accepted; a change order accepted afterwards needs its own invoice (open it → Invoice).