How to create a Change Order using the Compare tool in MeasureSquare CRM

How to create a Change Order using the Compare tool in MeasureSquare CRM

In this article, we will show you how to use the Compare tool to create a Change Order in MeasureSquare CRM.

This applies to MeasureSquare CRM - Contractor Complete edition.

A Change Order (CO) is a document used to track any modifications or changes to an existing project or contract. You can easily create a CO in the CRM by comparing two different diagrams and seeing the changes automatically populate on your CO document. 

After creating your base bid from your original diagram, create a Change Order using these steps: 

Step 1: Open your Project under the Projects module 
Step 2: On your project dashboard, click on the three dots beside the original diagram and select 'Duplicate'. This will represent the diagram where you will apply any changes. 



Step 3: Rename the new diagram by clicking on the three dots beside it. You may rename it as "new version" or "Change Order #1" for reference.



Step 4: Open the newly duplicated diagram and make the necessary changes to the diagram. Afterwards, select "Compare".
Info
You can edit your diagram via the Edit tool or the "Open with M2" option



Step 5: Choose the original diagram so this can be compared to the new one. Then, click "Next". 




Step 6: This will open a window showing the products which have any changes from the old diagram. Click "Create Change Order". 




Afterwards, this will bring you to the page where you can modify and save your Change Order.





In the Change Order, there will be an 'i' icon besides Markup/Margin that explains why there is a negative number. 

Notes
Note: The negative numbers for the Total Markup/Margin doesn't reflect a financial loss, it reflects a refund. 




When hovering over the 'i' icon, it will display a little pop-up warning message window. (reference from the screenshots below)








Additionally, you may reach out to our Support team at +1-626-683-9188 or anytime at support@measuresquare.com





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