Project changes are inevitable. But confusion, missed approvals, and unpaid extras don’t have to be. With Portal’s Change Orders feature, you can track every tweak, upgrade, and last-minute swap with total clarity—and get paid for them, too.
Why Change Orders Are a Game-Changer for Integrators
In a perfect world, your job would unfold exactly as the proposal outlined. But in reality, clients change their minds. TVs get upsized. Fixtures get swapped. And by the end of a job, what was installed might not match the original proposal.
Traditional workflows force you to generate separate proposals for every change. That fragments your documentation and muddies your client communication. Portal simplifies it all with Change Orders built directly into the proposal workflow.
How It Works: Built-In Flexibility for Real-World Projects
With Change Orders in Portal, you can:
Create client-facing Change Orders for items that require approval and payment
Create Internal Change Orders to track substitutions, inventory adjustments, or final as-built details
Preserve the original proposal, which remains locked and unchanged
Overlay all approved changes on the original proposal with a color-coded view
Keep a running tally of changes that update your project total and outstanding balance
Let’s say your client wants to upgrade a 65” TV to a 75” model. The original proposal is locked—so you create a Change Order. Select the new item, and Portal automatically tags the original line item with a note linking to the Change Order. The result: a transparent audit trail of what was changed, why, and when.
Clear, Approachable, and Client-Ready
Portal Change Orders look and act like mini-proposals:
Streamlined format (no cover pages or about us)
Default to Simple Layout for quick client reviews
Fully trackable with status updates and secure client signatures
Clients can see a Highlight Changes view at any time to understand exactly what has changed from the original scope. Internal Change Orders remain private, but help you measure true profitability and maintain operational accuracy.
Why Integrators Love Portal Change Orders
Professional Documentation: Everything in one place, no confusion.
Customer Transparency: Clients stay informed and feel in control.
Financial Accuracy: Real-time updates to project totals and outstanding balances.
Operational Clarity: Track both internal and external changes for clean records.
Available on Pro and Up
Change Orders are included on Pro, Premium, and Unlimited plans. It's a feature built for real-world jobs where the plan always evolves.
Confidence From Start to Finish
Portal Change Orders are another example of how we eliminate friction for integrators. By keeping every change organized, clear, and approved, you protect your margins and your reputation—all while making your customer feel supported every step of the way.