Complete Makeover of Change Order Process

Forum Forums D-Tools General Forum Suggestions & Feature Requests Complete Makeover of Change Order Process

This topic contains 10 replies, has 7 voices, and was last updated by  gerard 4 weeks ago.

Viewing 11 posts - 1 through 11 (of 11 total)
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  • #12110 Reply

    Jake T

    We are running into a bunch of issues with estimating and processing change orders is SI16. What we are running into is for any given job we may have a change order be started on the current sold project, and then before that gets approved we have to run another change order, but the numbers are now off because there are now 2 unapproved change orders in there. If DTools could figure out a way to have change orders be completely separate from the current approved job (parent/child type setup) it would make the software quite a bit more powerful for us. Our clients tend to like to upgrade, change their system throughout the year+ long building process. (Let alone technology changes every 6 months)

    Basically:
    Change Order/Quote is requested> Go to said project>Right Click>

    Select Create Change Order Quote>Dtools Opens a “clone” of currently approved project>

    Add/subtract product for whatever is needed for that quote>

    Save/Close change order which will not affect current approved project in anyway>Wait for approval>

    Once approved, Right Click Change order and click Approved/Submit> DTools shoots this into the approved project adding and/or removing anything within the Change order

    #12127 Reply

    Aaron Reeves
    Participant

    I second this… if it helps

    #12264 Reply

    meastman
    Participant

    I also use change orders quite a bit and would like to see this change. I find the same issues when using the current change order setup.

    #12365 Reply

    melaasd
    Participant

    Make it a third. The current changeorder system is way to linear and people are anything but linear.

    Irrational, scatterbrained and in a hurry… but not linear.

    #12437 Reply

    Nick-PAVS
    Participant

    + 1.

    I have had to make some custom reports to try and display the change order information correctly to the customer and also for internal ordering of the new products. This feature still confuses my team and customers regularly.

    Its fine for very simple include this and exclude this changes, but any complex changes are not worth it.

    #12805 Reply

    David Haddad
    Participant

    +1

    #12839 Reply

    jimmy Wright
    Participant

    +1

    Add on top of that the migraine inducing process of making all of it jive with Quickbooks. Change orders need to be a separate item within a project that can be approved/denied. But while they are in “limbo” they shouldn’t be appearing in the project.

    I will run a pick list for the guys, but it includes items from potential change orders, so I have to go through and mark as “no-go”. As well, billing dept will start doing progress billing off of a projects total equipment costs, and include change order items that are in the project, so a CO can be created, but haven’t been approved yet.

    #12873 Reply

    jimmy Wright
    Participant

    Bump

    #12874 Reply

    jimmy Wright
    Participant

    Just adding CO #5 to a project. The CO process via DTools is a joke. Get on this guys.

    #12875 Reply

    jimmy Wright
    Participant

    Change order process should look something like this.

    -Inside of a project, “create change order”
    -Opens a window where info for the change order can be entered. Job, contact, CO#, notes, etc.
    -Products section would have an “Add new products” options to insert new products from the catalog. As well, a “Replace existing products” option to allow for a part to be changed/replaced.
    -This change order then sits in the project, but doesn’t appear in parts lists or estimate until it receives the “client approved” check box, or “publish to project”
    -Once approved, then it can be sent to quickbooks as a new estimate

    Until you get this process sorted out, you really can’t claim to be project management. On site changes to scope are a complete pain to deal with within d-tools, and become a source of lost revenue.

    #12912 Reply

    gerard

    +1

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