Dashboard > Select a Project > Change Orders
Permissions
Always remember to ensure the correct people have the appropriate permissions to access your Change Orders. This can be done per individual or by applying Permission Templates.
In order to add a change order, users will need View permissions for Change Orders
This guide will walk you through the process of adding change orders, enabling you to efficiently manage project modifications within your workflow.
From your SiteMax dashboard, navigate to the desired project.
On the project page, locate "Change Orders" on the side-bar menu and click on "Add CO" to initiate the change order creation process.
Begin by giving the change order a descriptive title, summarizing the nature of the modification.
Next, select the recipients and assignees who should be involved in the change order process. Ensure that the appropriate team members are assigned to facilitate effective communication and accountability.
Fill out any additional fields that are required by your user team, such as the change reason and any other relevant information.
Once you have provided all the necessary details, click the "Save" button.
Customize CO with PDF Settings
After saving your Change Order details, you can add further details and create an itemized breakdown or lump sum total of the requested changes.
Also, by clicking on the "PDF Settings" button, you can customize your Change Order to include a Terms & Conditions (T&C) footer, Drawing Pins in the PDF, and/or the ability to hide your lines item total, overhead, and profit from the PDF.
Create your Terms & Conditions in the Modules tab of your Company Settings
Dashboard > Settings > Modules > Change Orders
