Creating a Change Order Request¶

Let’s create our first Change Order Request. Don’t worry if this is your first time — this guide will walk you through in a simple and clear way.

To get started, locate the COR module in the left-side menu under the Admin dropdown section.

Overview of the COR Module¶

We can take a quick view of the Change Order Request module.

You’ll see a table listing all existing CORs. The details in the table include:

COR Number
Subject
Created By
Date Created
Status
Job
Total

And to create a new Change Order Request, you’ll find the New button in the top-right corner.

After clicking the New button, you’ll be taken to the Change Order Request creation interface.

This screen is where you’ll enter all the details needed to create your COR. The interface is divided into simple fields that help you organize the information clearly.

Select the Job¶

Start by choosing the Job that this Change Order Request belongs to.

Click the Job dropdown menu — this will display a list of all available jobs.
From the list, simply select the job you want to associate with the COR.

Enter COR Details¶

Now type in:

Subject
Reference Number
Revision Number

Choose the Status¶

For the Status, simply open the dropdown menu and choose from the available options:

Pending
Submitted
Approved
Voided
Denied
Cancelled
Ready to Send

Approved Amount (Optional)¶

Next, you’ll see the Approved Amount field, displayed with a grey background.

This field is especially useful when you're entering a COR that isn’t new — the app allows you to record CORs that were already approved or completed in the past, helping you keep everything organized in one place.

If the COR was accepted before being added to the system, this is where you would enter the approved amount.

In this example, we’ll skip this field, but it’s good for you as a user to be aware of its purpose.

Description¶

Next, you’ll find the Description field — this is where you can type all the details and explanations for the COR, as much as needed.

Attachments¶

Continuing down the page, you’ll find the Attachments button.

Clicking it will open your computer’s file browser, allowing you to select PDFs, images, or any other supporting documents needed for the COR. Simply choose the files you want and click Open (on Windows).

Once the files are attached, you can double-check them by the file count displayed next to the button. When you hover, a small preview will appear showing the file names and details.

Selecting a Client Contact¶

Continuing to the bottom of the New COR page, you’ll find a dropdown menu where you can select which Client Contact this COR will be assigned to.

Simply click Select a Client Contact, and a list of all contacts linked to that client will appear.

If this is your first COR and you haven’t assigned a client to the job yet, a message will appear letting you know that you must assign a client before continuing.
Without assigning a client, the COR cannot be saved — so make sure to add one to move forward.

If you’re not yet familiar with how to create client contacts and assign them to your job sites, you can follow our step-by-step guide here: Create Client Contacts.

Materials, Equipment, and Labor¶

For the last three fields, you’ll find options to add any materials, equipment, or labor used for the COR.
Just click the corresponding button, and a modal will open where you can enter the details.

Adding Materials¶

When you click Add Material, a modal will appear.
Here you can enter details for one material at a time, including:

Name
Quantity
Unit of Measure
Unit Price

As you fill these fields, the system will automatically calculate the total at the bottom.
Once everything looks correct, simply click Add Material to save it.

When you start typing in the Name field, a list of matching materials from your global material list will appear, making it easy to select preset items with their default values for quick entry. You can simply pick one from the list or choose to enter the material details from scratch.

Adding Equipment¶

Continuing with Equipment, when you start typing, the system will display a list of previously used equipment items with their preset values.
You can select one from the list or enter a completely new equipment item if needed.

Adding Labor¶

For Labor, the process works the same way.
When you start typing, the system will show a list of previously used labor items with their preset values.
You can select one or enter a new labor entry if needed.

Markup¶

At the bottom of the page, you’ll find the Markup option.

Here you can enter the percentage you want to apply to the subtotal.
The system will automatically calculate the markup amount and update the final total in real time.

Simply adjust the percentage as needed to match your pricing or company standards.

Once everything looks good, click the Save button to finish.

Your Change Order Request is now created and ready to use — great job!

There’s still more you can do with CORs — managing them, editing them, and sending them to your clients.
Feel free to explore our other guides for step-by-step instructions. You can browse through the menu or use the search bar to quickly find any topic you need.