Login
    Contents x
    Initiating the Change Order
    • 12 Mar 2024
    • Print
    • PDF
    Contents

    Initiating the Change Order

    • Updated on 12 Mar 2024
    • Print
    • PDF
    Article Summary

    You initiate the change order from the Work Order screen by selecting the Add Change Order option from the More drop-down menu.

    This will launch a new change order screen where you can enter the service information. 

    Note:

    Once you have created a change order, the options menu no longer appears on the Opportunity Detail screen. Once change orders exist on the work order, you must drill into the specific change to access the drop-down menu.



    Was this article helpful?
    What's Next
    Change password!
    Changing your password will log you out immediately. Use the new password to log back in.
    Change profile
    Success!
    First name must have atleast 2 characters. Numbers and special characters are not allowed.
    Last name must have atleast 1 characters. Numbers and special characters are not allowed.
    Enter a valid email
    Enter a valid password
    Your profile has been successfully updated.
    Logout