Change Order Request Process for Carpentry
The Change Order Request Process workflow helps carpentry contractors handle client changes effectively. It covers documenting requests, confirming material and labor needs, updating costs, and obtaining client sign-off. By using this process, carpenters reduce errors, protect profitability, and improve communication. Clients benefit from clarity and confidence in project modifications. Teams gain accountability and structure. With this workflow in place, carpentry companies can strengthen professionalism, adapt efficiently, and deliver projects more reliably despite scope changes.
Identify the need for a change in scope, materials, or timeline
Confirm that the change is outside the original contract scope
Gather necessary details (what’s changing, why, and how it impacts the job)
Estimate cost and time impact of the change
Draft formal change order request with scope, pricing, and schedule updates
Attach supporting documents (photos, drawings, supplier quotes, etc.)
Review internally for accuracy and approval
Submit change order to client for review and signature
Follow up to answer questions or negotiate terms if needed
Receive signed approval before performing the work
Update project budget and schedule based on approved change
Communicate the change to the field crew and affected subs
Track change order status and integrate into job documentation
Include change order in next invoice or billing cycle
1
Sandra Nichols
Completed June 16
View how-to · 6 Steps
2
Matt Richards
Completed June 17
View how-to · 5 Steps
3
Assign Member
June 18
View how-to · 5 Steps
4
Assign Member
June 19
View how-to · 6 Steps
Run this checklist, don't just read it.
Click Book a Demo to run this checklist on your next project.
- Assign your crew
- Automate reminders
- Verify it got done right