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As a general contractor, managing project changes efficiently is crucial. Eano Pro’s Change Order feature is designed to simplify your modification process and enhance client communication. This feature also automatically creates a new milestone for the change order, ensuring it is recorded and trackable.
Creating a Scope Change Order
From the left-side Navigation Menu, click on the Projects section and open your signed/active project.
Navigate to the Scope or Payment Milestones tab
Click the blue button “Add Change Order” within the Scope/Payment Milestones Tab.
💡 Important:
The “Add Change Order” button only appears after the project has been requested for payment.
This means one of the following must have happened:
You marked a milestone as complete and sent an invoice to request payment, or
You manually marked a milestone as paid.
This design ensures that change orders are only created for active, billable projects, not opportunities or unsigned scopes.
Fill in the Change Order Details
Description: Clearly explain the proposed scope modifications.
Cost impact: Specify any amount due to scope changes (see below for examples).
Timeline impact: Note any schedule adjustments resulting from scope changes.
Types of Change Orders You Can Do:
1. Adding Additional Items
Scenario: Your client requests something that wasn't originally part of the project.
What to do:
➡️ Simply type the additional cost amount in the box.
💡 Example: Adding a new light fixture? Type 150.00 to charge $150.
2. Removing or Deducting Items
Scenario: Your client wants to remove or reduce something from the agreed scope.
What to do:
➡️ Type the amount with a negative sign (-) in front.
💡 Example: Removing a window? Type -200.00 to deduct $200.
3. Free Add-On
Scenario: Your client asks for a small favor or bonus, and you’re happy to include it for free.
What to do:
➡️ Just type 0 in the amount box.
💡 Example: Throwing in a small paint touch-up? Type 0.00.
Once you’ve filled in and finalized all details, simply click on the blue button “Create”
Client Notification and Scope Approval Process
Clients receive instant email and app notifications about new scope change orders
They can easily review and respond to scope modifications through the user-friendly Eano app or web interface
You'll be promptly notified of their decision on the proposed scope changes
How Clients See the Change Order for Approval:
Scope Change Order Statuses
Pending Approval: Awaiting client review of scope changes
Approved: Scope modifications accepted by the client
Declined: Scope changes rejected by the client
Financial Integration and Milestone Creation for Scope Changes
Approved scope change orders automatically update your total contracted amount
They seamlessly convert into project milestones, reflecting the updated project scope
Best Practices for Scope Change Order Management
Be prompt: Submit scope change orders as soon as the need for modification arises
Provide detail: Clearly explain the reasons and impacts of the scope changes
Keep records: Maintain a comprehensive history of all project scope modifications. Whether that Change Order is an additional, a deduction, or a free service.
Note: the milestones settings can be edited accordingly: completion, billing, estimation, automatic invoice
By leveraging Eano Pro's Change Order feature in the Scope Tab, you can enhance your project scope management process, improve client relationships, and ensure accurate financial tracking of scope changes. Start using this feature today and experience smoother project scope modifications!
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