Types of Change Orders

Overview

Add change orders to accommodate extra works on jobs that are outside the scope of the original job, or add-ons requested by the customer.

You can add the following types of change orders in Simpro Premium:

Standard change order

A cost centreClosed US: Cost Center. A method for separating operational costs of the business for reporting and financial management. that is managed and invoiced as part of the original job.

Learn more in Add a standard change order.

Standard change orders are useful to show:

  • additional chargeable work not initially quoted
  • additional work expected to exceed an agreed contract value.
Linked change order

A separate quote or job that can be approved, managed, and invoiced separately from the original job, or created separately and then merged into the original job.

Learn more in Add a linked change order quote or Add a linked change order job.

Linked change orders are useful:

  • if additional works require a quote
  • if all of the requested works need to be managed separately from the original job requested by the customer.

In the original job, you can select to include change order and linked change order values in the breakdown table. Linked change order quotes are not included until they are converted to jobs. Learn more in How to Use the Breakdown Table in Quotes and How to Use the Breakdown Table in Jobs.

US only: If you use Simpro Premium in the United States, the term 'change order' is used instead of 'variation'.