There are primarily two ways to track Change Orders or Upsells in improveit 360.
- Add another Sale Items to an existing Sale (does not require new contractual documents for the customer to sign).
- Create a new Quote and Sale, allowing the homeowner to sign-off on the changes to their contract.
This Article covers option 1. See also: Create a Change Order (video) for option 2.
A Change Order can be tracked by adding Sale Items on the original Sale, IF the Sales Rep who made the Sale will also be credited for the Change Order/Upsell. NOTE: If a Foreman or Project Manager will be credited with the Change Order/Upsell, you will want to create a secondary Sale with the additional items.
Supportworks Package Users, see also: Change Order Settings for ProductionView
Add a Product Category to your system of 'Change Order' and add a Sale Item of 'Change Order' to the Sale.
(Note: Supportworks Package Users use the "Type" field on the Sale record to indicate Change Orders. If your business is using the Supportworks software package, you will NOT add a Product Category for Change Order).
This method works well for those who would like to run reports on Sales that had Change Orders. Adding a Sale Item with the Product Category of 'Change Order' and than subsequent Sale Items tracking the additional Products will modify the Sold Price and allow you to run reports on all Sales with a Sale Item of 'Change Order'.
If your organization needs the ability to Report on the Original Sold Price (prior to any Upsells or Change Orders) as well as the total amount of any Upsells and Change Orders, improveit 360's Solution Consultants can create a customization in your system to allow better reporting capabilities around Change Orders and Upsells.
improveit 360 consulting services start at $350 / 2-hour consultation meeting.
Note: The Supportworks Package includes Original Sold Price functionality as part of the Out-of-the-Box software functionality.