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How to Create a Change Order or Alternate

Updated
  1. Navigate to the Bids List.
  2. Find the bid you want to create a change order or alternate for.
  3. Click the gear icon located to the right of the bid.
  4. In the dropdown menu that appears, select either "Change Order" or "Alternate," depending on your needs.
  5. A new change order or alternate bid will be created, using the job information from the original bid as a starting point.
  6. Customize the new bid as necessary to reflect the changes or alternatives for your project.

 

Creating change orders or alternate bids allows you to manage different project stages or options within Electric Ease, keeping your estimates organized and up-to-date.