Change Order Billing - Tell us your workflow!

Change Order Workflow

We’re gathering insights on how construction companies manage and bill change orders in Acumatica Construction Edition. Your responses will help benchmark workflows and identify opportunities for improvement.

Question Title

1. How do you initiate change orders in Acumatica?

Change Requests → Approved → Converted to Change Orders

Directly create Change Orders (skip Change Requests)

Managed outside Acumatica, then entered for billing

We don’t have a consistent process

Other (please specify)

Question Title

2. How do you price change orders in your workflow?

Lump sum entered on Change Order

Time & Materials using Project Transactions

Unit rates via cost codes or inventory items

Cost plus markup using Acumatica rules

Combination of the above

Question Title

3. How do you manage markups in Acumatica?

Built-in markup rules (labor, material, subcontract)

Manually calculated and entered

External calculation (Excel) then entered

Not consistently applied

Change Order Billing - Tell us your workflow!

Change Order Workflow

Question Title

* 1. How do you initiate change orders in Acumatica?

Question Title

* 2. How do you price change orders in your workflow?

Question Title

* 3. How do you manage markups in Acumatica?

1. How do you initiate change orders in Acumatica?

2. How do you price change orders in your workflow?

3. How do you manage markups in Acumatica?