Change orders
Send a change order as a Client Agreement, and have its approved cost commit to the budget the moment the client accepts.
A change order is a kind of Client Agreement — the same priced, signable record as a proposal, used when scope changes mid-project. Its job is to get the client's sign-off on the added cost, and when they accept, that cost commits to the budget automatically.
Create a change order
- From Records, click Create Record.
- Pick the Project, then choose Change Order under Client Agreements.
- The builder opens with a header labeled Change Order.
Add the changed line items
- Click Add from budget.
- Pick the budget lines this change affects.
- Adjust quantities as needed — the totals update live.
Note
If a budget line already has a committed price from an earlier record, you'll see a Committed $X — will replace chip next to it. Sending this change order overwrites that prior commitment for the line.
Send and get acceptance
- Add the client in the side panel's Recipients section, with the Signature? toggle on if you want it signed.
- Click Send.
- The client reviews and accepts (or signs) from their portal.
What happens on acceptance
The moment the client accepts a budget-linked change order, Foreman commits its approved prices to the project budget — no manual entry, no double-typing. The budget reflects the new committed cost right away.
Note
If a change order is later declined or deleted, the commitment it wrote is reversed and the budget rebuilds.
Don’t see this?
If you can't send a change order, your role may not allow sending Client Agreements. Ask your organization owner.