Charging a Time + Materials Change Order to a Fixed Job
If you need to record a time + materials change order to a fixed price job, complete the following steps.
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On the Site Map, click .
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Complete the Job, Phase, and Description fields and then press Enter. The Phase Defaults window automatically displays.
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Complete the Billing item, Est. quantity, Unit of measure, Worker's comp, and Default status fields and then click OK.
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In the Ct field (located in the details portion of the Phases screen), enter the cost type and then press Enter.
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The Financials window automatically displays. Complete the applicable fields and then click OK.
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Complete the details portion of the Phases screen and then click the Properties button.
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In the Price option field, use the drop-down menu to select Time + Material.
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Click OK until you return to the Site Map.
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On the Site Map, click .
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Complete the Job and Customer fields and then press Enter.
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Complete the relevant fields in the Details and Billing portions of the screen.
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The Markups window automatically displays. Complete the Ct, Description, Type, and Amount fields for each markup (if applicable) and then click OK twice.
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The Add-ons window automatically displays. Complete the Add-on, Description, Rate, and Costtype fields for each add-on (if applicable) and then click OK twice.
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The Fee window automatically displays. Complete the Description, Type, Baseon, Cost type, and Taxable fields (if applicable) and then click OK until you return to the Site Map.
Optional: Complete the following to record that there was a change order and estimates.
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On the Site Map, click .
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Complete the Job, Customer, Status, and New status fields.
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Click the Add button.
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Complete the fields to add the change request to the newly created phase and then click the Contract Pricing button.
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Select the Add checkbox to add the corresponding change requests to the change order.
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Click OK until you return to the Site Map.
Optional: Complete the following to record that there were estimates and a change order.
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On the Site Map, click .
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Complete the Job, Customer, Status, and New status fields.
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Click the Add button.
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Complete the Owner change order number, Description, Date issued, and Current status fields.
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Press Enter until the cursor is in the Change Requests included on this Change Order portion of the screen.
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Click the Add button.
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In the Add Change Requests to Change Order window, select the Add checkbox next to the change request(s) you want to include on this change order.
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Click OK until you return to the Site Map.