🛠️ Contractors and trades template
Change order approval template
A change order checklist for contractors: the written approval and payment to collect from the homeowner before extra work or material changes go ahead.
Free. Once it's in your account you can rename it, add or remove items, and change anything.
- Each job is named
- "Change order"
- Usually repeats
- As needed
Ask the client for
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Signed change order
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Payment for the change, if required up front
Your steps
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Write up the change, cost and schedule impact
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Update the schedule and order materials
Tips
- Keep a private note of the conversation that led to the change on the job timeline.
How it works with Follow Up With
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1
Make it yours
Add the template to your account and change anything: rename items, add notes for the assistant, remove what you don't need.
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2
Start it for a client
Start a job for any client in one click. The list is ready; you just pick who it's for.
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3
The assistant does the asking
Your client gets one friendly email listing everything, reminders on a schedule you choose, and a private link to upload or reply. No login needed.
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