Change Order Request Process for Roofing
The Change Order Request Process workflow provides roofing contractors with a structured method for handling client changes. It covers documenting the request, updating pricing, reviewing material impacts, and confirming client approval. By using this checklist, roofing companies prevent disputes, protect margins, and maintain professionalism. Clients benefit from transparency and confidence in project adjustments. Teams gain accountability and organization. With this workflow in place, roofing contractors can adapt smoothly, improve communication, and deliver projects reliably despite 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
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