We’re excited to introduce Change Orders V2, a redesigned experience that makes it faster and easier to create, review, and approve change orders.
With Change Orders V2, you can now:
Track progress through new, intuitive statuses
Navigate a cleaner, tabbed layout for Scope & Pricing, Attachments,
Communication History, and Activity
Enter and edit line items more quickly using a data grid (similar to Quotes)
Add and filter by custom Tags for better organization
See real-time updates when generating previews or sending for approval
This feature is still in Early Access. Please reach out to your CSM if you're interested.
This version does not introduce any changes to calculation logic, including markup, margin, tax, or related formulas.
Smarter Page Layout & Navigation
The Change Order page has been redesigned for clarity and ease of use.
New tab structure:
Easier file management with a clear, organized Attachments table
Centralized Communication History for quick reference
Streamlined navigation between sections
Faster Data Entry & Better Control
Creating and editing Change Orders is now simpler and more intuitive:
New data grid for quick line-item entry and bulk edits
Searchable Phase, Department, and Cost Code fields for faster selections
Custom Tags for easier organization and filtering across projects
Real-time PDF preview with side-by-side configuration panel
Pricing visibility retained after billing for ongoing control
Improved Workflow & Status Tracking
Change Orders now include a more detailed workflow to help teams manage approvals and visibility across stages.
Expanded status progression for clearer visibility:
Draft → Sent for Approval → Approved → Responded → Rejected → Voided
Optional Tentatively Approved status for forecasting projected approvals
Status confirmations and warnings help prevent unintended financial impacts
Greater transparency and flexibility throughout the COR lifecycle
How To Add and Manage Custom Tags
Navigate to Company Settings → Custom Fields → Project COR Tags.
Enter new tag names and click Save.
When creating or editing a COR, add tags from the field in the top-left corner.
Remove a tag by clicking the “x” next to it.
Filter CORs using the Tags column in the Change Order Requests table.
How To Create and Manage Change Orders
Create a COR the same way as before:
+Add Change Order Request on the COR tab
Tab through each row to enter details; press Enter to confirm a selection.
Remember: Details and Pricing sections save independently, allowing users to edit COR details without resetting the approval workflow.
Update statuses through the “Approve” button + ellipsis menu.
Use Generate Preview to access both the Email workflow and Add to Files directly.