QUICK STEPS
Open the work order or invoice that needs a change.
Click Send Change Request at the bottom.
Enter detailed request comments — be specific: which products are being swapped (original vs. replacement), what square footage is changing and to what, and the reason for the change.
Submit — this creates an audit trail automatically.
View the History section at the bottom to see the audit trail of change requests and whether they've been handled.
Once handled, the history shows who made the change and when, and the invoice or work order updates accordingly.
TIPS: 💡 Be as specific as possible in your change comments — the clearer the detail, the smoother the admin's update and the better the audit trail.
Remember: A WO change request lets you update a job without losing the original record — your admin team handles the actual update, but the request and history keep everything traceable.