Help teams record proposed scope changes and route them for review and approval.
Quick Answer
Change Order Tracking help teams record proposed scope changes and route them for review and approval. We assess fit, access, and the operating baseline before agreeing scope and timing.
The Problem This Solves
Scope changes can be recorded across field notes, messages, and estimates, making it difficult to confirm what was requested and approved before invoicing.
How It Works — Step by Step
Action: Capture the proposed additional work, available materials information, and supporting photographs.
→ The team has a draft record to review.
Action: Prepare an approval request with the proposed scope, pricing, and supporting information for staff review.
→ The team can request and record approval using the agreed process.
Action: Where supported, update the job record after the authorized person confirms the change.
→ The team can check that approved details are available for billing.
Action: Prepare an itemized record of documented changes and approvals for staff review.
→ Staff can check the invoice and supporting records before sending.
Questions About This Automation
It depends on the contract and circumstances. Follow the agreed process and consult qualified counsel when needed.
Follow your contract and emergency procedures. A workflow can record the circumstances for review; it cannot determine whether the work is authorized.
Compare documented changes, billing outcomes, and review time with your baseline, including the cost of the workflow. Results are not guaranteed.
Get your Operations Scorecard, then book a 20-min call. We'll confirm this automation fits your setup and walk through exactly what deployment looks like for your business.