How to Access Explicit and Full Activities in Change Orders
Use the Change orders page to see every version of a quote, its status, and what changed in each one.
Overview
The Change orders page in an estimate holds all the change orders and versions of a quote. It is especially useful after your client accepts the quote, because it shows every version, whether or not it was sent to the client, along with its status and what changed.
Open Change Orders
1. In the left-hand menu, click Jobs.
2. Click Job list and select the estimate. You can also click Pipeline and select it from there.
3. In the estimate sidebar, click Production to expand it.
4. Click Change orders. The Revisions and change orders page opens.
Review Versions and Changes
1. Find the version you want to review. Each version shows its name (for example, Initial Version), total and date. If there are multiple versions of the quote, they are all listed here.
2. Check the version's status: Sent or Not sent, Seen or Not seen, and Approved or Not approved. The latest version is labelled Current revision.
3. To review the changes on a version, click the Review changes icon at the top right of the version.
4. To see every item that changed in that version, click Change summary. The summary lists items under Added and Removed, with the amount for each.
Why This Matters
- You can see every version of a quote in one place, including versions that weren't sent to the client.
- The change summary shows exactly which items changed in each version.
Summary
To use the Change orders page, open the estimate, expand Production in the sidebar, and click Change orders. Each version shows its sent, seen and approved status. Click Review changes to review a version, or Change summary to see the items added or removed.