Change Order Process

1. Receive the notice of change, with the costs associated for each phase/billing item of the change.

2. Create change request form (if needed) to send to customer. This form will only reflect revenue, not the cost to the company.

3. If the change request form isn't required by the customer, send them the Change Order form to review and sign. Manually document the changes in the Notes section.

4. Change status to Approved once the change is approved. Make sure both costs and billing tabs are accurate.