Change orders that count toward the total

Approved change orders appear on the estimate with a per-row toggle, and the number that leaves the screen includes them.

What it is

The estimate resolves its linked project and loads that project's approved, invoiced and paid change orders. Each has an included_in_total toggle that decides whether its amount and day impact stack on top of the customer total.

Also called: approved change orders · extras on the contract · CO in the price

See it
New Change Order — Line Items
Line Items+ Add Line
KindDescriptionSupplierQtyUnitUnit PriceTotal
Material12×12 insulated overhead doors (2)Kaufman Door Supply2ea2480.00$4,960.00×
LaborFrame openings, headers, jamb & track installUnassigned18hr68.00$1,224.00×
Credit (subtracts)Delete one 3068 walk door from base scopeUnassigned1ea640.00-$640.00×
Markup %
12
Tax %
6
Subtotal$5,544.00
Markup (12%) + Tax (6%)$1,037.84
Total$6,581.84
Schedule+3 days
The Change Orders section on the estimate with two approved rows, one toggled in, and the customer total above updating. The real screen, drawn from the product’s own design system. Sample data — no customer information appears here.
How it works
  1. 1Change orders for the linked project load into a section on the estimate.
  2. 2Toggling a row updates included_in_total and re-pushes the total optimistically.
  3. 3The total pushed outward — to the pipeline card, the linked contact and the customer portal — is the CO-inclusive figure.
Why we built it

The estimate screen added approved change orders and showed the right figure, then pushed the change-order-less total everywhere else — so the pipeline card, the linked contact, the CRM opportunity and the customer's portal all kept quoting a price that predated every change order. On one job, $3,159.48 of approved changes existed on exactly one screen and nowhere else. Approving a change order now re-pushes the total immediately instead of waiting for an unrelated edit to carry it out, and each one carries a toggle deciding whether it counts.

The problem
  • Approved change orders visible on one screen and nowhere else
Sound familiar?
What you get
The agreed value of the job includes what was actually agreed
Toggle a CO in or out and everything downstream follows

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

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