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What's new: the September 2026 release. Market Area logos on generated PDFs, plus fixes across Progress Billing, Purchase Orders, Scheduling, and the mobile app. August brought Scheduling, Market Areas, and Users and Crew Members.

September release notes August release notes

Change Order Requests (Mobile)

  • Updated

User Personas: Project Manager | Field User

The Change Order Requests (COR) tool enables you to track and manage changes to your project scope. The COR log helps you monitor outstanding requests, keep approvals moving to reduce delays on the job, and track the impact of changes to the overall project budget.

CORs on mobile are optimized so field users can quickly start the change order process by recording the scope of work and other basic details, then review and approve existing change orders. Pricing details for a change order may be added via the web interface on a browser.

To perform the actions in this article, you need the Change Order Requests - General Permissions, Share, and Change Status to Approved permissions. See Set Up User Permissions, or contact an Admin user to adjust your permissions.

This article covers the mobile component of Change Order Requests. For the web component and additional details, see: Change Order Requests.

Use the links below to jump to a topic:

View and Manage the COR Log

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The COR tool from the Project’s Home Screen.

 

  
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Viewing the Change Order Requests log with search, sort, filter options.

 

 

  
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Viewing a COR from the log.

 

From the Project Home Screen:

  1. Select a project from the project list, then select Change Order Requests
  2. Use the search bar and the filter button to refine the list
  3. Select a COR to view its details, such as the status, work type, sent and responded dates, total cost, and approved amount
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Search, sort, and filter options on the Change Order Request log.

Log Features on Mobile

Search, sort, and filter the log

  1. Use the search bar at the top of the page to enter your search criteria
  2. Use the filter button next to the search bar to configure filtering and sorting for the current page

See Navigating Through the eSUB Fusion Interface on Mobile for more guidance.

 

Document Statuses, Due Dates, and Flags

Documents with an approval process or of a time-sensitive nature have additional features displayed on the log page so that the most pertinent information is available at-a-glance.

Document Statuses

The Status represents the document’s current state. Status options vary by document type.

Due Dates

Documents of a time-sensitive nature may display a due date. Depending on the document type, the due date may represent a date that is pertinent to an internal or an external stakeholder on the project team.

Flags

Some documents can be flagged for urgency while creating or editing the document. Flagging serves as a visual indicator of importance to the user viewing the document log. Flags are not currently available on the mobile app.
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 Use the Show Latest Revision Only filter option to hide old revisions from the log.

Create a COR

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The general tab when creating a change order request.

 
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Correspondence and reference numbers on the Additional Info tab.

 

From the COR log:

  1. Select + ADD
  2. Fill in the fields on the General tab: the Date and Send By dates auto-populate to today and can be edited; the No. auto-generates unless otherwise specified; enter a Subject and select a Work Type (both required); the status defaults to Draft
  3. Enter the Schedule Impact, Comments, and Scope of Work as needed
  4. Swipe to the Additional Info tab to set the To and Return To contacts, dates, and reference numbers
  5. Swipe to the Media tab to add photos or video (see below)
  6. Select the checkmark to save
 
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Select a status for the change order request.

 
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Leaving the editor with unsaved changes prompts a confirmation.

 
Select the Status field to choose a status for the COR. If you leave the editor with unsaved changes, a confirmation dialog asks whether to discard them.

COR Features

See the sections below for additional information on the various features of the COR document.

General Tab

Use the fields in the General section to establish base details of the COR such as the date, subject, work type, status, and scope of work. If the status is changed to Approved, additional fields are made available to record the approval details.

Additional Info Tab

Use the Additional Info tab to select contacts for the To and Return To fields on the COR. Use the Days Valid field and the other date fields to set pertinent dates, and use the Reference Numbers section to include any relevant reference numbers.

Summary Tab

The Summary tab summarizes all costs and pricing for the COR. This tab is only available in view mode.

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The Additional Info tab of a change order request.

 
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Photos and video attached to a change order request.

 

Media Tab

Snap photos and videos or upload them from your device library while creating documentation for your project from the field. You can also add text and freehand markups to images in the mobile app. See the Document Media & Attachments on Mobile article for more guidance.
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 Attachments (e.g. PDF files) are currently only able to be added to documents via the web, but they may be viewed on the mobile app.
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Files attached to a change order request.

Files Tab

Attachments such as PDFs can only be added to documents via the web, but they may be viewed on the mobile app in your device’s native PDF viewer. Select a file on the Files tab to open it.

Revisions

Revisions allow you to make corrections or updates to the document while also keeping a record of the previous versions. Document revisions will have R1, R2, R3, etc. appended to the document number field so that they can be easily identified. Older document revisions are uneditable, but they can still be emailed or downloaded as PDF. The Revise function is currently only accessible via the web.

Activity Log

The Activity Log tab displays a timeline of activity related to the document such as the email activity. To see the Activity Log tab, a user must have the Mailbox - General Permissions permission. The Activity Log is currently only accessible via the web. However, you are able to view any documents email activity from the Project Mailbox on the Project Home Screen.

For more information on the Project Mailbox, see: Project Mailbox (Mobile)

 

 

Add Media and Markup Images

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Add photos or video from the media toolbar on the Media tab.

 
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Manage photos and video while editing a change order request.

 

While creating or editing the COR:

  1. Select the Media tab
  2. Use the following icons to add media:
    • Gallery icon - Select media from your device’s gallery
    • Camera icon - Use the device’s camera to snap a live photo
    • Video icon - Use the device’s camera to capture a live video
  3. To mark up an image, select its thumbnail to view it in full screen, then select Markup to add text and freehand markups, the same process used in Field Notes, Daily Reports, and the other document tools

See the Document Media & Attachments on Mobile article for full add, remove, and markup steps.

Approve a COR

While creating or editing the COR:

  1. Select the General tab, then select Approved in the Status field
  2. Enter the Date Approved, Approved Amount, and Approval No. if desired
  3. Select the checkmark to save

Edit a COR

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Edit or email the change order request from the actions menu.

 
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Edit the general details of a change order request.

 

From the COR log:

  1. Select the desired COR
  2. Select the actions button, then select Edit
  3. Update the necessary fields
  4. Select the checkmark to save
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Save your changes with the checkmark in the Edit Change Order Request header.
 The checkmark in the header saves your changes from any tab. If you leave the editor without saving, the unsaved changes dialog asks whether to discard your edits.
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Email a change order request from the mobile app.

Email a COR

From the COR log:

  1. Select the desired COR, then select Email on the actions button
  2. Fill in the To, CC, BCC, Subject, and Comment fields as necessary
  3. Select which images and files to include
  4. Select the send button
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 The Reservation of Rights text included with an emailed COR can be managed in Company Settings on the web.

Frequently Asked Questions

To view FAQs related to Change Order Requests and all other tools, see Frequently Asked Questions (FAQ).

See also: Navigating Through the eSUB Fusion Interface on Mobile

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