QUICK STEPS
Open the invoice where the change is happening.
Reset the invoice if it's already been signed by the customer.
Click Add Service and select Change Order — this adds a new service to the invoice.
Add any products or labor items and the square footage for the affected area.
Check cost — it should pull from your product list.
Add a comment line item for any additional notes on the scope change.
Click Save.
Send the change order to the customer for approval the same way you sent the original quote (email, custom email, SMS, or in-store signature).
Once approved, view invoice versions to see how the scope changed and compare the difference.
TIPS
💡 Consider adding a date to each change order so you can track multiple change orders on a larger job.
💡 The original quote, work order, and change order all stay linked — nothing gets disconnected.
Remember: A change order keeps the original contract intact while clearly documenting what changed — always get customer approval before doing the additional work.