Status words and voiding a change order

What the words mean

• draft: saved, not sent. The customer has not seen it.
• sent: out for sign-off and waiting on the customer.
• changes asked: the customer asked for changes. Their note is on the change order, so you can edit it or void it.
• signed off: the customer signed off. It counts in the job total.
• in Jobber: signed off and on the Jobber job. It counts the same as signed off.
• voided: taken back. It does not count anywhere.

See them all on the Change orders page

Tap Change orders in the menu to see every change order in one list. The line at the top counts them, for example "2 waiting for sign-off · 1 needs you · 14 signed off this month". The number on Change orders in the menu is how many need you.

• Needs you: the customer asked for changes (the button is Edit), a link that did not go out or failed to send, a new version you have not sent yet, or one that was signed off but did not go onto the Jobber job. Each says why, and its button takes you to the fix.
• Waiting for sign-off: sent. Who it went to, by email or text, when, and whether they opened it. The oldest are on top.
• Drafts: not sent yet.
• Signed off: signed off or in Jobber, with a green check, who signed off and when, and "in Jobber" once it is on the Jobber job. The newest are on top.
• Voided: folded away at the bottom. Tap it to open.

Tap any row to open that change order. Use the buttons along the top to show one group, and the search box to find a job, a customer (by name, email or phone), an address, an amount, a line, who wrote it, or a number like CO-03; a search looks through all time.

The page opens on This month: Signed off shows what was signed off this month, with the dollars it adds up to next to it. That's how much extra work your customers signed off on this month. Tap All time to see every one. Clearing a search goes back to This month.

Download your change orders as a spreadsheet

Owners and the office see Download spreadsheet under the search box. It downloads what the page shows (the group you picked, This month or All time, and your search) as a CSV file that Excel, Numbers and Google Sheets open. Each row has the change order number, the job and its Jobber number, the customer and address, what it is for, the status, the amount of the change (a credit is negative), the new job total (both left empty on a voided one, so the sums add up), who wrote it, when it was sent, when and by whom it was signed off, when it was voided and why, the time zone, and a link to it. Times are where the job is, by the state or province in its address (Mountain time when the address does not say).

Delete a draft

A draft that was never sent can be deleted. Open it and tap Delete draft at the bottom, then Yes, delete it. It goes completely, with its photos and video, and this can't be undone. Use it for a duplicate or one you started by mistake.

Void a change order

Once a change order has been sent, it is a record and can't be deleted. To take one back, open it and tap Void this change order at the bottom. The customer's link then says the change order was voided and there is nothing to sign off on. If you send a new one, they get a fresh link.

To fix a wrong price or line before anyone signs off, tap Edit instead. See Edit a change order. What the customer signs off on is always exactly what their page showed.

Undo a sign-off

You can't. The sign-off is the customer's, and only they sign off. If one that was signed off should not stand, an owner opens it and voids it, with a reason the customer sees, then sends a new change order.

The timeline

Every change order has a Timeline: made, edited, sent, delivered, opened, asked for changes, signed off, written to Jobber, voided. Each line says when and who: the person's name and role, for example "Sep 30, 2:10 p.m. · Dana (office)", so you still know who did what after someone leaves. Older lines show only the role.