Estimate or Service Agreements

1. To Change an Estimate or Service Agreement, head over to the “Contract Jobs” module.Contract Jobs Icon


2. Find the job for which you want to add a change order and click into 2015-07-07 10-19-07


3. Click the “Contract & Change Orders” tab at the top.Documents and Change Orders


4. Scroll to the bottom and click “Amend”.Amend Contract


5. Make any changes to the contract as you wish, including adding or removing deliverables and prices. When you are done making changes, you can preview a PDF of the new contract, save as draft, send out for signature, or go live with it. Keep in mind that if you send this out for signature it will send an entirely new agreement not just the amendments.AmendmentMakeActive