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Module Walkthrough

Change Order Workbench

Use change orders to price and package changed work. Track scope, backup files, labor, material, equipment, subcontractor pricing, markup, tax, review status, packet generation, distribution, and owner review.

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Product Proof

Screens tied to the workflow

Project change order list
Change order rows keep pricing status, owner review state, and packet actions in the project record.
Change order workbench
The workbench is where scope, cost backup, attachments, approvals, review links, and package generation come together.

Buyer Context

Why this matters operationally

Field change becomes a priced record

The PM can open a change record, describe the scope, attach backup, organize cost categories, and keep every revision tied to the project.

Owner review is trackable

Public review links let outside reviewers see the packet, respond, and leave an auditable trail without getting internal app access.

Billing has the backup

Approved changes can feed pay application, SOV, receivable, and document workflows instead of living in email threads.

Process

How the work moves through the module

1

Create the change

Start with title, reason, source, due date, responsible user, customer impact, schedule impact, files, and status.

2

Build the cost backup

Track labor, material, equipment, subcontractor, tax, markup, and supporting files so the customer sees the story behind the price.

3

Generate the packet

Create customer-facing change order paperwork, include cover details and attachments, then send it for review or signature.

4

Close the loop

Track reviewed, approved, rejected, or revised status and keep the final backup ready for billing and project history.

Module Surfaces

Where the work happens

Overview

Summary Project facts, status, team signals, notes, activity, and the current state of the job.

Documents

Files Project folders, uploads, downloads, previews, rename, move, delete, bulk copy, bulk move, and zip.
Drawings Drawing logs, uploaded sets, sheet review, assignment, verification, history, set downloads, and source PDF access.
Specifications Spec sets, divisions, sections, search, quick navigation, downloads, and version history.
Directives Owner or design-team direction tracked against the project record.
Correspondence Project communications kept with the job instead of buried in inboxes.

Management

RFIs Question, attachments, distribution, response, PDF packet, close, reopen, resend, and public review.
Submittals Vendor, revisions, files, compiled packet, review decisions, distribution, release, and import workflows.
RFPs Project-scoped requests, recipients, planroom links, quote tracking, follow-up, and addendum notifications.
Meetings Meeting records connected to the project.
Permits Permit tracking, inline create/edit, detail records, and draft completion.
Inspections Inspection records tied to permits, field status, and closeout needs.

Field

Daily Reports Daily job record with subcontractor rows, files, autosave, Friday cleanup, finalization, and PDF.
Lookahead Near-term work pulled from schedule windows and field planning.
Safety Safety incidents and field safety records.
Deliveries Delivery tracking for material and project logistics.
Toolbox Talks Talk records and field documentation.
Punchlist Open punch items and closeout corrections.
Manpower Project manpower panel connected to labor planning.

Financials

Change Orders Scope, pricing buckets, files, workflow decisions, packet generation, distribution, and public review.
T&M Tickets Labor, materials, files, signatures, pricing, packet status, and revalidation.
Pay Applications Owner pay application workbench and project billing continuity.
A/R Receivable context and project payment visibility.
Receive Payment Project payment entry from the work page.
Subcontractors Subs, compliance, SOVs, pay requests, billing mode, certificates, and uploads.

Schedule

Schedule Tasks, dependencies, responsible parties, baseline lock, CPM recompute, Gantt data, PDF export, and schedule health.
Lookahead Short-window field planning from the schedule.

Closeout

Closeout Docs Closeout document collection and completion tracking.

Operating Rhythm

How the workflow stays moving

Where it lives

  • This module is part of the project work page, so records stay tied to the job, customer, team, files, schedule, and financial context.
  • The project navigation is the customer clue: users do not hunt for this work in a separate app. They open the project and choose the correct tab.

What a contractor can do

  • Create change order records
  • Edit subject and scope
  • Price labor, material, equipment, subcontractor, markup, tax, and totals
  • Upload and manage support files
  • Submit for review or revert to draft
  • Generate packets and retry processing
  • Send distributions and retry failed sends
  • Use public tokenized review routes
  • Track decisions, revisions, and register actions

Walk through Change Order Workbench

We can walk through the module around the way your company actually handles the work.

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