Change Order template and PDF guide (General) | documentorium

Capture scope or cost changes online, then generate an approved change document PDF. Use this whenever the original contract scope, price, or timeline needs to change after the...

When to use this template

Capture scope or cost changes online, then generate an approved change document PDF. Use this whenever the original contract scope, price, or timeline needs to change after the contract is signed, whether the change is requested by the client, required by site conditions, or triggered by code requirements.

What to include

  • Change order number, reference to the original contract number, date of request, and who initiated the change (client, contractor, or inspector).
  • Detailed description of the scope change: what was originally specified, what is now required, and the reason for the change.
  • Cost impact broken down by additional labor hours, material costs, equipment, and any subcontractor charges, with a revised contract total.
  • Schedule impact stating the number of additional days needed, the new milestone dates affected, and the revised completion date.
  • Approval signatures from both the client and contractor with the date, confirming agreement to the revised scope, cost, and timeline before changed work begins.

Common questions

Can I edit this Change Order online before extra work starts?
Yes. Update scope deltas, pricing impact, and schedule changes in-browser before execution.
Can I save this Change Order flow for repeat change scenarios?
Yes. With an account, save it so your team can process and document changes consistently.
Can I generate a client-approval PDF from this Change Order?
Yes. Export a clear PDF for signatures and project file traceability.
Should I start changed work before the change order is signed?
No. Always get the signed change order before starting additional work. Verbal approvals lead to payment disputes.
What if the client refuses to sign but still wants the change?
Do not proceed. Document the refusal in writing and continue with the original contract scope until the change order is signed.
Can a change order reduce the contract price?
Yes. If the client removes scope, issue a deductive change order showing the credit amount and revised contract total.
How do I price a change order fairly?
Use the same unit rates from the original contract when possible. For new work types, provide a detailed breakdown so the client can see how you arrived at the price.

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