Creating Change Order Documents

Create Change Order Documents

1. In an open estimate, go to Reports > Report Wizard, and select Report for Customer and click Next.

2. Select Change Order Documents and click Next.  

3. You can also create Change Order Documents by going to Reports > Customer Reports > Create Change Order Documents.

4. Use the drop-down menu to select which change order you would like to create documents for.

5. Click Next.

6. Finalize the report by selecting your Itemized Proposal and Contract type preferences.

8. Click Finish. The report will open in UDA OnPoint Documents.

9. Go to File > Save to save the document.

10. Review each section of the document for accuracy. Revise, add, and delete information as necessary. 
    
    UDA identifies information specific to each project by formatting the text in blue. Revise this text to meet your project needs and then change all blue text to black by clicking the change all text to black button on the Document Management toolbar.

11. Take advantage of the features and functions in UDA Document Management to customize and organize your report information.

& NOTE: You can also create Change Order Documents directly from ConstructionSuite by going to Reports > Estimating > Customer Reports > Change Order Documents in the interface.