For HVAC contractors
Change orders for HVAC contractors
A new furnace or AC often shows that the ducts, the lines or the drain around it don't fit the new equipment. A signed change order explains why before you do the work, so the added cost doesn't land as a surprise on the invoice.
Updated
Three extras HVAC contractors run into
Example 1 · Furnace and AC replacement, 3 ton
Undersized return ductwork
Why, in the customer's words
The return duct is too small for the new system, so it would run loud and wear out early. A bigger return and one more grille upstairs let it move the air the manufacturer calls for.
- Replace undersized return duct1 × $1,150.00$1,150.00
- Add return grille, upstairs hallway1 × $275.00$275.00
| Before this change | $11,400.00 |
|---|---|
| This change | + $1,425.00 |
| New total | $12,825.00 |
Example 2 · AC condenser replacement
A new refrigerant line set
Why, in the customer's words
The old copper lines are the wrong size for the new unit and one is kinked behind the wall. The new unit's warranty needs proper lines, so we'll run a new set.
- New refrigerant line set, 25 ft1 × $685.00$685.00
- Line set cover, outside wall1 × $145.00$145.00
| Before this change | $5,200.00 |
|---|---|
| This change | + $830.00 |
| New total | $6,030.00 |
Example 3 · Basement furnace and coil install
A condensate pump with no floor drain
Why, in the customer's words
The new furnace drains water, and there's no floor drain near it. A small pump carries the water to the laundry sink so it doesn't pool on your basement floor.
- Condensate pump, installed1 × $295.00$295.00
- Drain tubing to laundry sink (ft)20 × $4.50$90.00
| Before this change | $7,900.00 |
|---|---|
| This change | + $385.00 |
| New total | $8,285.00 |
Example prices in US dollars. Yours come from your own Products & Services in Jobber.
How it works for HVAC contractors
Show the old setup
Film the tight return or the kinked line set while you're in the mechanical room. The video goes with the change order.
Lines from your list
Autofill writes the reason and picks lines like a line set or a condensate pump from your Products & Services in Jobber, at your prices.
The customer signs off
Send it by text or email. They see why, the lines and the new total, and sign off on their phone before the install.
Back on the Jobber job
The new lines, a pinned note and the signed PDF land on the job, so the invoice and the warranty paperwork match.
What the customer sees
The homeowner sees why the duct has to change, the video and each line with its price. Before they sign off they see the total before this change, what this change adds and the new total.
Furnace and AC replacement, 3 ton
Undersized return ductwork
The return duct is too small for the new system, so it would run loud and wear out early. A bigger return and one more grille upstairs let it move the air the manufacturer calls for.
| Before this change | $11,400.00 |
|---|---|
| This change | + $1,425.00 |
| New total | $12,825.00 |
Questions
Should I write the change order before or after the install?
Before you do the extra work. Send it when you find the problem, and the customer can sign off on their phone in a few minutes, so the install doesn't wait long.
Can I add a change order to a job that started as a Jobber quote?
Yes. Changed adds the new lines to the Jobber job after the sign-off and never touches the original quote.