No-Stress Change Requests

Create change orders to manage scope changes, material updates, and pricing adjustments within projects.

Generate change orders directly from approved estimates or proposals without re-entering data.

Build change orders manually or use reusable templates to standardize workflows.

Use AutoMate AI to generate change order line items and categories based on project descriptions.

Automatically calculate the difference between planned and updated costs for accurate billing.

Adjust pricing, quantities, and scope details while preserving original values for comparison.

Add new materials, services, or scope changes directly to change orders.

Clearly display updated values to show what has changed from the original scope.

Send change orders to clients for approval and collect electronic signatures.

Share change orders via email, link, or messaging for quick client review.

Track approval status and receive notifications when clients review or approve changes.

Convert approved change orders into invoices to collect additional payments.

Charge only the difference between original and updated costs for accurate billing.

Set up deposits, installments, or payment terms directly within change orders.

Connect change orders with project budgets for financial visibility.

Change orders are linked to estimates, proposals, invoices, and project financials.

Use saved items, assemblies, and catalogs when creating change orders.

Add notes and descriptions to explain scope changes to clients.

Control what pricing, details, and information clients can see before approval.

Create and send change orders directly from the jobsite using the mobile app.

Capture changes instantly and keep project financials up to date across devices.

Notify clients when approvals or payments are required.

Project data flows automatically from estimates to change orders to invoices.