Managing Change Orders in DTools Cloud: Webinar Transcript
The DTools Cloud After Dark webinar, hosted by Customer Success Manager Leanne and her team, provides a comprehensive refresher on managing change orders within the software, emphasizing the importance of tracking changes to maintain client transparency, control costs, and prevent disputes, while covering practical features like change order proposal templates, email templates, change order states, and tips such as the find and replace tool, and differentiating between internal change orders (adjustments not affecting price or requiring client signatures) and external change orders.