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Change orders: add or change work after approval

Use Change scope on a job to add work, change a price, or update instructions after approval; the customer approves it and it flows into the invoice, across a series if you choose.

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Owner/AdminQuotes3 minutesUpdated Sep 23, 2026Current instructions
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What you'll do

An accepted quote is locked, so extras go through a change order on the job. The customer approves it from a link (like a quote), and the approved amount appears on the next invoice as an approved scope change.

Do this

  1. 1

    Open the job → Change Orders → Change scope

    Describe what is added, removed, or repriced; add lines and quantities. Crew instructions can change here too.

  2. 2

    One visit or the series

    For recurring work choose this visit only or all future visits; the series billing summary updates accordingly.

  3. 3

    Send for approval

    The customer gets an email with an approve link; the job shows the change as pending until they approve. Approved changes add to the contract total and the job's billing summary.

  4. 4

    Bill it

    The next invoice from the job or quote includes the approved change as its own line (Approved scope change); the draft says so in its banner so you can review before sending.

Approved scope change on an invoice

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