You can now price out your change order requests in Siteline, using your own tables of rates and their associated fees.

Before using Siteline’s change order pricing tool, you'll need to add a rate table (also known as a price list). You can add rate tables from the billing home page.

From here, click on the three vertical dots in the top right corner. From the drop down that will appear, click View rate tables.

To edit an existing rate table, choose one from the list and then click Edit.

To create a rate table, click + New rate table. To add items to the rate table manually, click Enter manually, add a title to the rate, and if needed, add an effective and expiration date. Click Add new rate table group to add categories, and then Add rate to add prices. When you’re done, click Save. You can make changes, including adding, removing, or editing the effective or expiration dates, at any time.

You can also upload a list of rates from Excel. After clicking + New rate table, choose the Import option. Follow the instructions for downloading our template, editing it, and uploading the formatted document. Once your rate table has been added, you can edit it at any time.

After going to the change order module from within a project, you can click Add rate table in the top right corner to either add a specific rate table to your project, or add a new rate able to Siteline that will immediately be associated with your project.

If your CORs will include fees like margin, profit, or sales tax, you can add them to the project via the Settings. Go to Settings, and scroll down to COR pricing fees. Click Edit, and then click + Add fee to add details. When a general fee is created, that same fee is added to each of the categories as defined by the rate table. You can edit the fees by clicking on the pencil icon next to the fee.

If you have fees that are only associated with specific categories, click on the Category-based fees drop down, then click + Add category fee to add them. If you have a category fee that’s different from the general version of that fee, such as having a general overhead of 10% but having a category whose allowable overhead is only 8%, you can override that fee.

You can adjust any fees later by going to the project settings and then scrolling down to the COR pricing fees section.

If you'd like to add taxes that are calculated after all fees are added, first set up your tax groups within the company level settings. Then, within the project settings, turn on the Calculate taxes option, then choose a default tax group. You can then adjust the associated tax groups on the category level if needed.

To price your change order request, first click + Create change order request and give your COR a name. By default, your COR will be private, and will not be included in any GC logs that are exported from Siteline. When you’re ready to include the COR in any generated documents, check the box next to Include in GC Log.

If you already know how much you’d like to request for your COR, you can simply enter the dollar amount. To price it out in Siteline, click Use pricing tool. If you have not yet added a rate table to the project, you will be prompted to choose one or create a new one.

Edit the Quantity column to price the COR. Siteline will automatically calculate totals, inclusive of any fees that were added to the project.

Once you’re done entering your quantities, click the back arrow next to Pricing tool in the top left corner to return to the COR. You will see that the calculated amount has been added. You can edit this value at any time by clicking the pencil icon next to the amount and returning to the pricing tool. If you would like to export the details of how you arrived at that price, click the download button next to the price to view the table with entered quantities in Excel.