Help centre / Deliver & get paid

Scope watch and change orders

Spot extra requests outside the agreed scope and get client approval for the extra cost.

Available on Pro and Agency

What it is

Each project can capture a fixed baseline of its agreed scope. Client requests can be marked as included or additional. Change orders record extra work and cost, and only the client can approve them from their secure link.

When to use it

  • A client asks for something that wasn't in the proposal.
  • Margin is slipping on a project.

How to do it

  1. Open the project → Scope & changes and choose Save baseline.
  2. Mark each client request as Included or Additional.
  3. Create a change order with the extra hours and price, then send it.
  4. The client approves or declines from their portal link; the project updates automatically.

Good to know

  • Baselines can't be edited once captured, so they stay a fair record.
  • You can't approve a change order on the client's behalf.

Still stuck? Read troubleshooting, or sign in and open Help & support.