Every change order has its own worksheet. It is where you lay out the change line by line, let Riffle total it up, and compile it into a proposal. The worksheet works just like the Estimate Builder, so this article covers what is the same in brief and focuses on what is different for change orders.
For the full details on how the worksheet operates, read How to Build an Estimate in Riffle.
Opening the worksheet
From the Change Orders tab, open a change order's worksheet from its row.
Riffle creates the worksheet the moment the change order is created, so it is always there and ready. The worksheet opens on its own page, and you press Back to Change Order List to return to all change orders.
What works just like an estimate
The worksheet uses the same builder as your estimates, so these all behave the same way:
Sections and line items: organize the change into sections, and add material, labor, and freight lines within each.
Live totals: the cards at the top update your cost, price, profit, and margin as you type.
Taxes and totals: pick your tax rate at the bottom and Riffle totals everything up.
For the full detail on any of these, see How to Build an Estimate in Riffle.
Building out your change order
If you are starting a change order from scratch, you can:
Add items manually: write in all of the details for the line item including vendor, part number, name, unit type, price, margins, labor, and freight costs.
From your Catalog: pull priced items straight from your Catalog into the worksheet. All available product details will be included automatically.
To add items quickly, you can:
Import items from a previously built estimate proposal: bring in items you already priced on this project's estimate, so a change that touches existing scope does not start from scratch. This is available when the project's estimate was built in the Estimate Builder, so if the Estimate Builder wasn't used to create the proposal, you will not be able to select this option.
Import items from an uploaded document: drop in a vendor quote or bid as a PDF and Riffle reads the items and prices from it. This option depends on whether your company has document extraction turned on.
Compiling the change order
When the proposal is ready, press Compile & Create Change Order at the bottom right side of the page.
Riffle creates one proposal PDF addressed to the winning bidder on the project, and locks that version of the proposal so the numbers on the proposal cannot drift. To make more changes after compiling, start a new draft.
Compiled proposals will be attached to the change order row on the Change Orders page.
Version history
Each time you compile, Riffle saves a version, and you can review any earlier one from the Change Order Version History panel.
A compiled version is read only, and a new draft is where new edits go. If you have multiple versions and you want to start a new draft from an earlier version, expand the relevant version and press Start a new draft from V.#.
The value flows back to the list
The worksheet's grand total becomes the change order's Total Value on the Change Orders tab. That is why a new change order shows a dash for its value until you build and total its worksheet. From there, whether that value counts toward billed or absorbed contract value depends on the change order's Billable setting and whether it is approved.
Related: How to Manage Change Orders
Related: How to Build an Estimate in Riffle