← Product Q&A
Answered Pinned

Best way to track change orders from the field?

We started using field change orders for add-on work. What workflow are other teams using before converting them to quotes?

Maria Delgado Operations Manager
Started May 1, 4:02 AM

We are capturing added scope in the field, but I want a consistent way to keep office pricing, customer approvals, and the final invoice lined up.

May 1, 4:02 AM
Official ServiceOpus Accepted answer

Recommended pattern: use the field change-order editor to summarize scope, start the change quote from that context, then use approval tracking before adding the work to final billing.

May 1, 6:02 AM

Join the discussion

Sign in to reply, vote, follow updates, and upload attachments.

Sign in to reply