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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 Jun 12, 4:47 PM

Accepted answer

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ServiceOpus Team Staff · New Member · 27 votes

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.

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.

Jun 12, 4:47 PM
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.

Jun 12, 6:47 PM

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