Charge a Time + Material Change Order to a Fixed Job
If you need to record a T+ M change order to a fixed price job, complete the following steps. The follow procedure assumes that you are creating additional phase to track this T+ M activity.
On the Site Map, click .
Enter a Job code.
Click the New button.
Complete the fields in the New Phase window. In the Price type field, select 'Time + Material'.
Click OK until you return to the Site Map screen.
Click .
Enter a Job and Customer code, and then complete the relevant fields in the Properties and Billing details, and Billing address sections.
Enter any Mark-ups, Add-ons, and Fees for this job.
Click Save to return to the Site Map.
The following steps are optional. Complete them only if you want to record that there were estimates and a change order.
On the Site Map screen, click Change Order Entry.
Complete the Job, Customer, Change order, and Current status fields.
Add a change request to the newly created phase using the detail portion of the screen.
Click Save to return to the Site Map.
