Change Orders & Punch Lists
Recording what changed after signing, what it costs, and the snagging list that decides when a job is really finished.
On this page
1When the job changes after signing
A signed quote is a fixed number. Work rarely is. The Change Order tab records what changed and what it does to the price, without rewriting the original quote — so you keep an honest record of what was agreed and what was added.
2Raising a change order
Each entry describes the item changed, added, or removed from quote and carries a cost. The tab shows the arithmetic plainly: the Proposal Total, the change order Total, and the Total After Change Order. That figure is what flows through to the invoice and to the balance on the Jobs Board.
Raise it before the work, not after
A change order is also a conversation record. Entering it while the customer is still on site — and sending it — is the difference between an agreed extra and an argument at invoicing.
3Punch lists
The Punch List tab is the snagging list at the end of a job: each entry describes an item to be fixed or completed, with a Completed flag and a Customer Approval flag. The job isn’t finished until the list is clear and the customer has signed it off.
4Dates and work orders
Proposal start and end dates carry through to the work orders created from the job, so a subcontractor’s schedule reflects the dates agreed in the quote. See Work Orders for Subcontractors.
5Troubleshooting
The invoice doesn’t include my change order
Check the change order is saved on the proposal — the invoice reads Total After Change Order, not the original quote total.
A job shows as completed with an open punch list
Completion and the punch list are tracked separately. Use the punch list’s Completed and Customer Approval flags as the real finish line.