Page 1 of the client change order form: the change, its price before and including tax, and its effect on the contract

Change Order System

CA$49
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Page 1 of the client change order form: the change, its price before and including tax, and its effect on the contract
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  • Page 1 of the client change order form: the change, its price before and including tax, and its effect on the contract
  • Change log on a tablet: each change with date, type, amount, approval, draw, who requested it and why
  • One-page change summary for the client: each change, its status, price, tax and schedule days, and the revised contract
  • All 6 pages of the change order process guide
  • Page 1 of the client change order form: the change, its price before and including tax, and its effect on the contract
  • Change log on a tablet: each change with date, type, amount, approval, draw, who requested it and why
  • One-page change summary for the client: each change, its status, price, tax and schedule days, and the revised contract
  • All 6 pages of the change order process guide
Change Order System
Back-Office

Change Order System

CA$49

Launch price until January 15, 2027. Prices in Canadian dollars. Any tax that applies is shown at checkout.

A change order log in Excel, a two-page change order form for your clients and a six-page guide to running changes on a custom home. PDF, editable PowerPoint and Excel.

  • Change log Excel, up to 50 changes, example and blank copies
  • Client form 2 pages, PDF and editable PPTX
  • Process guide 6-page PDF
  • Start Here 6-page PDF guide
  • Page size Letter, 8.5 × 11 in

Instant download after checkout, with the link also sent by email

30-day money-back guarantee, no questions asked

Secure checkout through Shopify

One business, unlimited use on its own projects

What's inside

Change log, Excel (.xlsx), five sheets, in two versions. Up to 50 changes with type, cost before markup, a markup override, schedule days, status, client approval date and the draw it is billed on. The log calculates markup, sales tax, price with tax, retainage or holdback, the amount due when billed, the running revised contract and the revised completion date. Settings holds the base contract, completion date, tax label and rate, retainage or holdback label and rate, and default markups for changes, credits and overages. A check column flags duplicate numbers, missing entries and approved lines with no date or draw.

Change Summary. A one-page summary of every change and the revised contract for your client, under your company name.

Change order form, 2 pages, letter size (PDF and editable PPTX). Page one: the request and approval, project and client, the change, the price of the change and its effect on the contract. Page two: schedule, billing and approval, with signature lines. Print it blank to fill in by hand, or type the figures from the log.

Process guide, 6-page PDF. When a change order is needed, pricing a change, schedule impact and approvals, talking to clients about changes, and billing and records.

Start Here guide, 6-page PDF. The sheets, the settings, the log column by column, editing the form, working with the other workbooks.
Formats
  • Excel (.xlsx): the log in example and blank versions, standard formulas and no macros. Shaded cells are inputs; formula cells are locked with sheet protection that has no password. Made for Microsoft Excel: Excel 2016 and later, Excel for Mac and Excel for the web.
  • PDF, letter size: the form (2 pages), the process guide (6 pages) and the Start Here guide (6 pages).
  • PowerPoint (.pptx), letter portrait: the editable form for PowerPoint or Keynote. The process guide is PDF only. PowerPoint files can be imported into Canva; check spacing and fonts after import.
  • Fonts: the form uses Cormorant Garamond and Inter, both free open-licence fonts built into the PDF. The workbook uses Georgia and Arial, which come with Windows and macOS.
  • Not included: Word or Canva files, and page-preview images.
  • Delivery: one ZIP file (about 0.3 MB) holding all six files, on the order page right after checkout and by email.
Licence

One purchase covers one business, with unlimited use on that business's own projects. Your employees may use it for the business's work. Edit it freely and give your clients the finished documents. Reselling, sharing or uploading the template files, edited or not, is not permitted. Read the full licence.
Refunds

If the system isn't right for you, email support@thebuildersledger.com within 30 days of purchase with your order number for a full refund, no questions asked. After a refund the licence ends and the download link is turned off, so please delete your copies of the files. Refund policy.
FAQ

Does it handle retainage or holdback?

Yes. Set the label your contract uses and the rate withheld, or 0% if none. Each line shows the retainage or holdback and the amount due when billed, and a setting decides whether tax on the retained amount is charged with each draw or when it is released.

How are schedule days counted?

In working days. Approved days move the completion date forward, skipping weekends and any holidays you keep on the Holidays sheet. Replace the sample holidays with the ones your company observes.

Does the form add contract terms?

No. It records a change you and your client have agreed. Your contract sets how changes are priced, approved and paid, so have your lawyer review the form wording against it before first use.

Do I need the other kits?

No. The system stands on its own. If you use the draw schedule in the Proposal + Welcome Kit, columns B to H of the log paste into its change log as values. Allowance lines from the Selections & Allowance Tracker can be entered as allowance overages or credits.
A note on tax and retainage

The tax and retainage or holdback settings in this system are sample settings that you change on the Settings sheet. The rules for each, and for liens and warranties, differ by location, so confirm them with your accountant and lawyer before you bill a change. Sample documents, not legal or tax advice. Confirm with your accountant and lawyer.