How to Create Change Order with Separate Proposal?

Created by Bitumio Support, Modified on Mon, 11 Nov at 10:56 AM by Jared Hislop

Bitumio > Left Navigation Bar > Jobs


1. Follow the above-mentioned workflow to land on the Jobs screen.


2. Click the ID for the job you want to create a change order. Doing so takes you to the Update Job screen.



3. To create a change order for the selected job, click the button. This opens a confirmation popup.



4. Click the button. This opens the Create Proposal screen. When this option is selected, system creates a change order associated with the same company and project address, but the proposal does not contain any products. The rest of the workflow is similar to the process explained in the article titled "How to Create a Proposal."



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