Work Order Change Orders
  • 17 Jul 2024
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Work Order Change Orders

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Article summary

Aspire allows you to modify existing work orders by applying change orders. Change orders provide a method to modify existing services in the estimate (i.e. add or subtract materials, modify the cost, etc.) or add additional services to the work order.

Aspire provides visibility to view original work order bids and prior won change orders while adding new change orders. This context allows estimators to create change orders more efficiently. Change orders can be created for existing work orders whose job status is In Process.

When you win a new or existing change order, the end date is cleared, keeping it visible in financial reports until it is completed again. Additionally, you can win unwon change orders on completed Fixed Price Open Billing work orders to make them visible again. Winning a change order on a fully invoiced work order will also clear the end date.

Note:
Negative change orders are permitted when all invoicing is completed except for retainage, provided the retained amount is not exceeded AND there is an open work ticket.

A change order may change the estimated hours for one or more services on the work order when the change is won. This change will be reflected in the Estimated Hours field on the Work Ticket screen for any existing work tickets that are affected. Hovering over the Audit Infoicon next to the Estimated Hours field will display an audit history of the changes to estimated hours for the work ticket that includes these changes.

When a change order modifies the estimated hours as described in the prior paragraph, Aspire accounts for changes to the estimated work ticket time that has been specified on the Construction WIP Adjustment Report since the opportunity was created. For example, consider the case where a work ticket was originally estimated to require five hours of labor, and then updated to six hours on the Construction WIP Adjustments Report. If a change order adds an additional hour of time to the work ticket, the hours will be increased from 6 hours to 7 hours.


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