Creating a change order

Creating a change order is a refined operational playbook for Estimates teams in Klaus Connect.

Objective

Document scope/cost adjustments transparently after initial agreement.

Article profile

• Primary audience: SALES
• Content type: HOW_TO

Primary app screens

• pages/portal/products/change-order-list.tsx
• pages/change-order/sign/[id].tsx

Execution workflow

1. Create change order linked to original estimate/contract.
2. Describe reason, cost delta, and schedule impact clearly.
3. Route for approval/signature before execution.
4. Update project totals and status after approval.

Common failure points

• Executing changed work before formal approval.

Handoff and follow-through

• Finance and production align on revised scope and totals.