Create change orders on a project
Hello everyone! We were excited to show off our new Change Orders module at CEDIA this year and can't wait to get it in your hands! We are working to have this in our next production build and I'll keep you posted on our progress as we get closer. Thanks!
@Hunter - D-Tools Cloud PM: super exciting!
Thank you, @Mosey Levy:!
Hello all, just an update here. We are currently working on the backend for change orders with the goal of having a working feature done by the end of the quarter. Thanks for all your patience!
Any news on this yet? Seems like one of the most requested features...
I know there are a few "workarounds", but a legit change order is so important to so many here.
WE REALLY need a way to either add a change order or at least modify an accepted/won proposal.
Hello everyone! It has been a while since we've updated you on this topic so I wanted to reach out with our progress. We have been investing time into our Quote, Proposal, and Ordering capabilities and soon we will be turning our attention to Change Orders.
In the meantime, today we released a feature that may be helpful for making changes to projects - Copy to. This allows you to copy a quote from one Opportunity/Project to another Opportunity. While not a true Change Order, this can be a good way to revise your project's scope and present as a new Opportunity.
I will update you again once this work gets underway. Thank you and have a great weekend!
Very important to us as well
Yes important, we have to use change orders all the time