> ## Documentation Index
> Fetch the complete documentation index at: https://support.jomioz.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Change orders

> Extra work added on a visit stays off the agreed price until the customer agrees.

A change order is how extra work gets onto a job that already came from an estimate. It is not a new estimate for a different job, and it is not a way to edit a payment schedule on the job.

## When you need one

Materials or work added on a visit sit outside the agreed estimate until the customer agrees. The job shows **Visit extras need agreement**, and the amount that is **not yet agreed by the customer**.

You have two ways to clear that:

| Action                         | When to use it                                                                   |
| ------------------------------ | -------------------------------------------------------------------------------- |
| **Send for customer approval** | They should approve it in Client Hub                                             |
| **Customer agreed on site**    | They already said yes at the door. This records that. It does not send a message |

**Draft & send change order** on the visit wrap-up is the same send. After it goes out, the banner says the change order is with the customer. The badge clears when they approve it. You can still record on-site agreement if they say yes later in person.

If the lines are not on the screen you are looking at, open the visit. The office view says to open a visit to see the extra lines.

## What it does not change

The payment schedule on the job was copied from the estimate. After conversion, scope and installment changes go through a change order or an estimate revision. Editing the schedule on the job is not offered. The job says to edit the schedule on the estimate, then send a change order if the scope changed after conversion.

**Bill extra work** on a staged job invoices lines that were added on a visit so they are not folded into a scheduled installment. That is billing. The change order is the agreement that those lines are allowed.

A declined change order leaves the extras unagreed. Do not invoice them as if the customer accepted the original estimate’s price plus the extras.

## On the visit

Finish the visit only when the agreed work is done. Extras can still be waiting on agreement after the visit is finished. On the wrap-up:

* **Add work** is how the extra lines get onto the visit.
* **Draft & send change order** sends those lines for approval. It is the same action as **Send for customer approval**.
* **Customer agreed on site** records a yes at the door. No message goes out.

If finish is blocked, the visit is telling you a checklist, photos, or a signature is still missing. That is [How to finish a visit](/help/job-finish), not the change order. The change order only covers price that was not on the original estimate.

After they approve, invoice the extras with **Bill extra work** when the job is billed in stages, so the lines are not folded into the next scheduled installment. On a job with one invoice, **Create invoice** can include the agreed lines. Unagreed lines stay off that invoice.