D-Tools

Everything you need to know to start using the Change Order functionality on D-Tools Cloud

Getting started with change orders

Understanding how the “Project Manager Approval” process work for change orders on Cloud

Project Manager Approval for change orders

External change order

Internal change order

How to use separate numbering sequences for internal and external change orders within a project

Using separate numbering sequences for change orders

Creating a change order

How to enable taxes on a tax-exempt change order

Enabling taxes on a tax-exempt change order

How to add new changes in the project to an existing change order

Adding new changes to an existing change order

How to review the changes in the change order before sending it for the project manager’s approval

Reviewing a change order

Applying templates to change order proposals and change order emails

Templates for change order proposals and emails

How to share change order proposal with the customer

Sharing a change order

How to push change order estimates to QuickBooks

Creating a change order estimate in QuickBooks

Ashok P

Manage Change Orders

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