Learn more about change orders
What is a construction change order?
A construction change order is a great tool to document and manage change requests from clients on the project. Some change requests are optional – like a client who decides they want to make the master bedroom larger. But others are not – like discovering the roof is leaking. Changes typically impact the budget and timeline.
A change order helps you document the details of exactly what needs to be done, what it will cost, how long it will take, and who is responsible for payment. Approved change orders become part of the original residential construction contract for the job.
What information should be included on a change order?
A properly structured change order should be descriptive of the work being done and have enough information to determine the cost and timeline impact, if any, on the project.
A change order should contain the following information:
- Project and contact information
- Relevant dates, such as the date the change order was submitted and the approval date
- Work details, including the reason why the work is needed. Attach any relevant photos and documents.
- Updated schedule information, such as the number of days to complete the work and revised estimated completion date.
- Cost breakdown of the change including positive and negative charges, tax, insurance, etc.
- The updated contract value. Include the original contract budget, the value of all approved change orders to date, and the amount of the current change order.
- A place for signatures, including the name, title, and date of those who are responsible for approving the change.
Tips for setting up your construction change order template
Below are some helpful tips to follow after you've downloaded our change order template:
- After you’ve opened the BuildBook Construction Change Order Template, you’ll first need to save a copy to your own account so you can privately access and save multiple versions for each project.
- In the construction change order template, you’ll notice some sample data to help you see how the information flows from one tab to another.
- For each construction change order you make, save a new copy of the file and give it a name corresponding to each client and project. This will make organizing them easier and will allow you to quickly find, amend, and make new ones for existing clients.
- The last step in using the construction change order template is exporting the PDF, a digital format convenient for emailing to clients. While the Google Sheets is generally great for team sharing, a PDF is better suited for client interaction where you want a non-editable official document. Sending the entire construction change order template to a client through a web link would be overwhelming and difficult to manage changes.