How do I change the status of a Change Order from Hold to Billed?

Contractor Foreman allows you to track a Change Order through different stages, including Open, Pending Approval, On Hold, Unbilled/Approved, and Billed.

The Change Order status can update automatically based on actions taken, or you can manually change the status when needed.

How Do Change Order Statuses Progress?

A Change Order may move through different stages during its lifecycle:

1. Open – The Change Order is active and has not yet been submitted for approval.
2. Pending Approval – The Change Order has been submitted to the customer for approval.
3. On Hold – The Change Order has been placed on hold.
4. Unbilled/Approved – The Change Order has been approved but has not yet been billed.
5. Billed – The Change Order has been billed.

How Do I Manually Change a Change Order to Billed?

If you need to manually change a Change Order from On Hold to Billed:

1. Open the Change Orders module.
2. Open the Change Order you want to update.
3. At the top of the Change Order record, locate the status timeline.
4. Click the Billed status circle.

The Change Order status will update to Billed.

1. Verify the Billed Status
2. You can return to the Change Orders list to confirm that the Change Order now shows Billed in the Billing Status column.