Create a change order

Short answer

Open the project from Projects. Full steps below.

Where: Inside a project, Change Orders tab, or Estimates > Change Orders

Plans: All paid plans

Steps

  1. Open the project from Projects.
  2. Go to the Change Orders tab and click New Change Order.
  3. Use Sync from Estimate, Price Book, Bundles or Inventory to bring in materials and labor, or add them manually.
  4. Review the cost impact, then send it to the client for approval or set the status manually.

Still stuck?

If a step does not match what you see on screen, stop there and open a ticket from Support > My Tickets with a screenshot of that step. The team will look at the account directly.

Last verified 2026-09-09.