Change Order Requests

Once the EWA is signed, the project manager can use the information to create a Change Order request. The manager can edit the work requested and add pricing information to it. Multiple EWAs can be combined into a single Change Order Request. This document is then sent to the client as a REQUEST to send an official Change Order to the contract.

Create a Change Order Request (COR)

1. From your Contract Project, navigate to the Changes tab and select Change Order Requests
2. Click the Add to Project button and select Change Order Requests
3. In the EWA field, select the Extra Work Authorizations you want to apply to this Change Order Request. It is not required to apply EWA’s to your Change Order Request. You can create a COR from scratch. Selecting EWA’s will import the line items from the EWA’s.
4. Enter the COR Date
5. Enter a description of the changes being requested.
6. In the Change Order Request Details, click the “+” Add button and enter the item Type, Description, Quantity, Rate Amount, Markup, and select if the item is taxable. (If you have created this COR from one or more EWA’s, those detailed items will automatically be filled in this section. You will just need to add the Rate, Amount, Markup, and Tax)

Once you have completed your pricing details, you are ready to send the Change Order Request to the client.

Send COR

Option 1: Send Email

1. To send a COR to the customer, select Save & Send in the bottom right corner
2. Select from the list of customer contacts associated with this project, to whom you want to send this COR. You can also add additional email addresses if desired.
3. Include a message that will show in the customer’s COR email.
4. Click Send
5. From the Save and Send pop-up, you may also click the Preview button to view the customer-side portal.

Option 2: Get Link

1. To send a COR to the customer, select Save & Link in the bottom right corner
2. A pop-up will appear with a URL directly to the customer-side COR portal. Click Copy Link to copy the URL to your clipboard
3. You can now paste the link into any communication with your clients.

COR Approval

Once the client receives the link to the client COR screen, they have the option to Approve or Decline the COR. A popup will appear where the client can enter their Change Order Number, Approved Change Order Amount, Name of the person approving these changes, The change order description as they want to see it on the pay applications, and their digital signature.

The client can also attach their Change Order document, or any other supporting documents.

Within the Werx system, you may also change the COR status at any time using the drop-down button at the top of the screen.