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How do I hide the markup when I export a Change Order Client?

The markup is only included in the export if you tick it under Columns in the export settings. You also choose whether cost lines and revision are shown.

The markup is only included in the export to the client if you choose it. In Export Change Order Client – settings, under Columns, you decide whether Markup and Markup (%) are shown. If you leave them unticked, the client only sees the price.

How to do it

  1. Open the Change Order Client and click Export.

  2. Under Columns, choose which columns to show: No., Item, Cost, Markup, Markup (%) and Price. Untick Markup and Markup (%) to hide the markup.

  3. Under Costs, choose whether costs, cost lines or estimate lines should be itemized.

  4. Under Options, untick Revision if you don't want, for example, «Rev 0» to appear on the document.

  5. Under Files, choose attachments and their order.

  6. Click Next, check the preview and adjust the text if needed.

  7. Download.

A Change Order Client. 1: Export, which opens the export settings where you can hide the markup. 2: the Markup column on the lines.

Tips

  • If you are only giving notice of an issue and will come back with a price later, you can hide the cost lines.

  • Only what you choose is included in the export. The change order in AIMZ is unchanged.

  • In the table on the change order itself, you can also hide the Markup column via the column menu.

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