Change Order Management

A change order is submitted via a Google Form, capturing requester name, project, description, reason, estimated cost, and timeline impact in a structured format.

The automation reviews the submitted form data, identifies missing fields, and automatically requests clarification from the requester via email if needed. Once complete, it routes the request to the appropriate approver.

The automation sends a formatted approval request to the project owner or general contractor, including all relevant details, cost impact, and a clear approval link or button.

The change order is automatically logged register with a unique ID, submission date, status, and cost. The register updates in real time as the request moves through approval.

A notification is sent to the site team and project manager with the change order summary and current approval status, keeping everyone informed without email clutter.

Once approved, the automation creates a new line item or cost code with the change order amount, project code, and description, ensuring budget accuracy.

A confirmation email is sent to the requester and site team confirming the approval decision, approved cost, and any conditions. If rejected, the reason is clearly stated.