Change Orders in buildertrend
IMPORTANT: Do Not release change orders to clients without communicating to them prior! Explain why we are giving them a change order first. Be Nice!
Once logged into Buildertrend, hover over Jobs menu
Click the Job you would like to send a Change Order
Navigate and hover over the project management tab at the top of the page
Select Change Orders, + New
Choose a relevant title, such as “Additional Millwork” for the Change order
Choose the “Line Items” option underneath the Title
Select the Cost Code which best corresponds with the work being performed
Enter in the amount the extra work will cost CU Midwest Designs LLC in the “Unit Cost” box
Enter either a markup % or a Markup $ amount by utilizing the “Markup” Dropdown option (The client will only see the owner price, and not our markup)
If there is any additional trades being performed within this change order, click the green “Add” button to add another Line Item with a corresponding cost code
In the Change Order Description box, write a short description for the work being done for the client.(Make this as descriptive as possible because this is where we explain to the Client what is being performed in this Change Order)
Also, add in the description box, a number of days that this change order will extend the contract.
If there are any corresponding documents with this change order, add them under the “Attachments” section
Review your work and if you are ready to send to the Client, click Save and Release