Change Order Management

Bring every change order from field request to signed approval without lost emails, missed markups, or stalled projects.

41 hrs
Time saved/month
8
Companies have mapped
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About This Automation

Change order management covers the steps a construction team takes to document a scope change, price it, route it for approval, and post it to the budget. Manual handling drags on because narratives, pricing, and approvals pass through several people and tools before anyone sees a final number.

An automated version drafts the change order narrative from field notes, assembles pricing against historical costs, and tracks approval status until a response arrives. The result is a faster owner turnaround and fewer pricing errors reaching the budget.

Key features
Draft potential change order narratives directly from field notes and photos
Assemble labor, material, and subcontractor pricing against historical unit costs
Route priced change orders for owner or general contractor review automatically
Send escalating reminders when a change order sits unanswered
Post approved change order values to the correct cost codes without manual entry
Alert affected subcontractors and update the schedule once a change is approved

How The Automation Works

The full workflow, from trigger to completion.

1. Field Change Loggedtrigger

Superintendent logs the condition with photos and notes directly from a mobile device.

2. Draft Pco Automatically

Change Order Drafting pulls scope details log and generates a structured potential change order.

3. Assemble Change Pricing

Pricing Assembly matches labor, material, and subcontractor costs against historical unit pricing.

4. Submit Pco

Completed PCO with pricing backup is sent to the owner or GC contact for review.

5. Track Approval Status

Approval Tracking monitors the PCO status and sends reminder emails if no response within 48 hours.

6. Renegotiate Pricing

Project manager revises scope or pricing directly when the owner pushes back.

7. Log Approved Change

Approved change order amount is posted to the project budget and cost codes.

8. Notify Subs And Update Schedule

Affected subcontractors are alerted and the schedule impact is posted to the project channel.

4 reasons to map this process

1

It's completely free

No credit card, no commitment. Map your process and walk away with a full build plan.

2

You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

3

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

4

There's no obligation to build

Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.

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Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

View more FAQs
Estimated Time Saving
41hrs/month
Process pain:8.2/10
Mapped by:8 Companies

Map this to your business to get your exact numbers.

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