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Change Order Workflow Board

Run one open CO the way it moves on site: field cost, schedule hit, price it, then mark where the handoff usually dies.

  • No signup
  • Print-ready job summary
  • Feeds the assessment form
  1. 01 Field cost
  2. 02 Site impact
  3. 03 Price CO
  4. 04 Handoff
Field Office Client Capture Price Approve Bill

01

Field & direct cost

What the crew and ticket actually spend to do the work

hrs
/hr
Burdened field rate

02

Site & schedule impact

What the change does to the job around the work

days
/day
Do not also put the same supervision in labor
hrs
Pricing, CO write-up, photos, client package
/hr
Advanced assumptions
%
Your estimate on direct cost only
Display only - cash you know is sitting unapproved

03

Price the change

How the office wants this CO to land with the client

%
Profit divided by price
%
Markup on direct cost only
Contract markup cap
%
Ceiling on direct only; delay/reserve may be separate under your contract

04

Map the handoff

Where this CO usually stalls between field, office, and client

How the ticket is built

Estimated true cost = field direct + disruption (your %) + site delay + office admin + reserve. Recommended CO price applies your target gross margin. Ordinary markup is shown on direct only so you can see what the desk shortcut leaves on the table.

  • Markup = (price − cost) / cost. Margin = (price − cost) / price.
  • Your numbers only. No invented savings claims.
  • Print is optional. Next step is mapping the handoff, not another brochure.

Use it like a superintendent and an estimator

Pull one open CO. Fill what the field knows. Let the office add delay and admin. Mark where it sticks between capture, pricing, approval, and billing.