IntelliBid User Tip: Creating Change Orders with IntelliBid

Change Order #1

1. In Job Register, select the Training 1 Job.
2. Click the New Change Order button in the Tool bar.
3. Enter GFI Addition for the Change Order name, select CHANGE ORDER ADUST for the Bid Template and change the Bid Name to CO #1. Click [OK].

4. Change Orders are linked to the original job and listed in a sub-grid in the Jobs section as shown here. They act just like a regular job: you have all the same functions available. You can enter the jobs information here as we did for the parent job. Highlight the row for CO-0001 GFI Addition and click the Takeoff button in the Sidebar.
5. We are not going to give a discount on materials by using our purchase price. Change the vendor to TRADE/3/COL.

6. We will also use a higher labor level, so set Labor to LABOR 2.

7. Change the Phase to DEVICES. Then select:

RECEPTACLES / MC CABLE
2G DX RECEPT MC CABLE MS/BJ
20A-2G-DX-COMM #12 MC

8. If Job Specifications were setup in the parent job, these are automatically copied into the Change Order job when it is created and already selected. If not, select as shown below.

Click [Takeoff].

9. In the Quantity dialog, enter
DEVICE BOXES 10
2-WIRE CBL AVG LEN 18
Click [Enter Prompt].

10. To complete the Change Order bid: Click Bid Recap in the sidebar. If prompted, click [Finish] in the Incomplete Items dialog. You should have CO-0001 GFI Addition displayed in the Job drop-down list.
11. In the DIR LABOR tab, enter the Labor rates ($52). Use the Journeyman as the crew for the Change Orders.

12. On the Top Sheet, click [Freeze].
13. Enter an Expiration date 5 days from today and Ext Day of 3. Note that you can change the Proposal amounts as well. The amount entered here will be the amount shown on the Change Order Proposal.

14. Click [Freeze].
15. Click [Edit Proposal]. Make sure “Show Unit Pricing” is checked. You can also change any text here, including the Subject line. Click [Save and Exit]. This returns to the Top Sheet in Bid Recap.

16. Click [Submit Proposal]. This opens the dialog to select the recipients. Check the Print option for one of your contractors. Note that you can also use this to send the edited proposal to another contact in your company for review before sending it to the contractors.
17. Click [Done] and [OK] to the next 2 screens. The Print Preview screen shows the Proposal.

Change Order #2

1. In Job Register, select the Training 1 Job.
2. Click the New Change Order button in the Tool bar.
3. Enter Fixture A Modification for the Change Order name, select CHANGE ORDER ADUST for the Bid Template and change the Bid Name to CO #2. Click [OK].

4. Highlight the row for CO-0002 Fixture A Modification and click the Takeoff button in the Sidebar.
5. We are not going to give a discount on materials by using our purchase price. Change the vendor to TRADE/3/COL. We will also use a higher labor label, so set Labor to LABOR 2.

6. From the Job drop-down list, select the parent Job, Training 1. Select the Phase FIXTURES > 2ND FLOOR > EAST.

7. Select all rows for the Fixture Type A by highlighting the first row and while holding down the right-mouse button, drag the mouse down, highlighting all rows. Right-click and select Copy from the pop-up menu.
8. From the Job drop-down list, select CO #2 Fixture A Modification.
9. Select the FIXTURES phase. Right-click in the Audit Trail and select Paste Append.
10. At the Takeoff Settings screen change the multiplier to -1 and click [OK].
11. This copies the A Fixture (that was in the Base job) with the quantity of -40. In this Change Order, we want to put in 25 fixtures rather than 40 fixtures.
12. Takeoff the same fixture with a quantity of 25.
13. Complete the Change Order by referring to the previous proposal.

 

 

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