How do I create nested Subcontractor Change Orders underneath an Owner Change Order?
From the Change Order List, Click the + sign next to the Owner Change Order to drop down the nested Subcontractor Change Orders.
If the cost code is already in the job and awarded to a Subcontractor, RedTeam Go will automatically assign it to the appropriate Subcontractor.
If the cost code is new to the job, by default it is assigned to the General Contractor.
To assign a cost code to a Subcontractor:
- Click the blue $ amount
- Select the Change Order Item from the drop down
- Click on Request Sub/Vendor Pricing
- Select blue cost item
- Select invite next to the desired sub/s
- Close the window.
If you need to request Subcontractor pricing:
- Click Request Sub Pricing
- Check All or check the boxes next to the Subcontractors you want to request pricing from.
- Click Send Checked CO Invites
- Close the window
- You will be notified via email when pricing has been submitted.
To accept Subcontractor pricing or to manually input the cost for the Subcontractor:
- Click blue + next to the Owner Change order to expand the nested Subcontractor change orders.
- Click blue $ amount for the Subcontractor Change order.
- Select the Change Order Item from the drop down menu.
- Type the amount in the Sub Price box (if entering for sub)
- Select the circle to the left of selected Subcontractor
- Click Save and close the window.
To execute the Subcontractor Change Order:
- NOTE: The Owner Change order must be approved first before the nested Subcontractor Change orders can be signed.
- Click blue + next to the Owner Change order to expand the nested Subcontractor change orders.
- Check box next to the Subcontractor Change Order
- Hover over Sub Change Order Tasks
- Click Sign Checked Sub Change Order
- Select Recipients and click I agree
- Do you want to sign this Subcontractor Change Order? Click OK and close the window.