Utilize advanced Change Order features to deliver an exceptional experience for your clients and team.

Now that you understand the basics of Change Orders, take the next step by exploring advanced features such as linking Purchase Orders, creating Client Invoices and generating Bid Packages from Change Orders to gain a more complete understanding of the tool.

---

Creating Bid Packages directly from a Change Order in Buildertrend helps you gather updated quotes from subcontractors across different trade types when scope changes occur.

Instead of starting from scratch, you can select specific line items on the Change Order and release them as targeted bids.

This saves time, streamlines communication and ensures you receive accurate pricing tied to the change before approval or execution.

---

Start by opening the relevant Change Order. From there, click the New menu and select Bid Package to begin the process.

Next, enter a title for the Bid Package, choose the subs/vendors who will be submitting quotes, decide whether to include the description and files from the Change Order, and select the specific line items to include. When you're ready, click Finish to move forward with finalizing the package.

After creating a bid package from the change order, use the banner options to either Return to Change Order to create more bid packages or Take me to Bid Package to review and send it to your subs or vendors for quotes.

If you return to the change order to create additional bid packages, any line items already included in previous bid packages will no longer appear as selectable. This prevents accidental duplication and ensures each item is only bid out once.

 

---

After reviewing the submitted quotes from your subs or vendors, you can update the Change Order line items to match the totals provided in the bid responses. 

From the Bid Package, navigate to the Requests tab and select the sub/vendor who's quote you will be accepting.

Under Related Items, select Update to update the corresponding Change Order cost line.

---

Collaborating with subcontractors on Change Orders streamlines the process by giving them quick access to the scope of work, supporting documents, and other key details needed to complete the job accurately and on time.

---

Once a Change Order is approved, you can generate an invoice directly from the Change Order for the updated scope of work.

This ensures consistency between approved changes and billing, streamlines your invoicing process, and helps maintain accurate project financials.

---

Once the Change Order has been approved by your client, open the relevant Change Order. From there, click the New menu and select Add to New Invoice or Add to existing Invoice from the Invoice menu.

Select the Change Order line items you want to include on the invoice and enter the how much of the totals you'd like to invoice. When you're ready, click Create Invoice to be directed to the invoice where you can finalize the details and complete the creation process.

You will be taken to the invoice to complete your invoice creation.

---

Visit the Buildertrend Learning Academy to explore additional learning opportunities — from live group trainings and certifications to on-demand courses and more.

For questions or additional support, contact our Customer Support team via Live Chat, email support@buildertrend.com, or call 1-888-415-7149 — we’re always happy to help.