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Change Order Request

Operations

Submit a change order request for client approval when project scope or cost changes.

Add this workflow to Outlook

Includes required fields, attachments, and recipients

Takes <30 seconds. No setup required.

What this workflow standardizes
Operational outcomes
  • Sends a formal change order request to a client outlining a scope or cost modification on an active project.
  • Project scope change request
  • Budget adjustment notice
  • Contract modification request
Fields your team can fill in
client_first_name
project_name
change_order_number
change_description
cost_impact
timeline_impact
approval_deadline
me::phone
Workflow previewApplied workflow: Change Order Request
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Est. saved: 3 min 26 sec

To

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Subject

Change Order change_order_numberproject_name

change-order-document

Missing required

Hi client_first_name,

As we've progressed through project_name, a scope change has come up that falls outside the original agreement. I'm submitting this change order for your review and approval before we proceed.

CHANGE ORDER DETAILS

• Change Order Number: change_order_number

• Project: project_name

• Description: change_description

• Cost Impact: +$cost_impact

• Schedule Impact: timeline_impact

WHY THIS CHANGE IS NEEDED

This work was not included in the original scope of work but has been identified as necessary (or requested) to achieve the project goals as currently understood. We never want to absorb undisclosed costs or proceed with work that hasn't been authorized — which is why we document these changes formally before moving forward.

WHAT HAPPENS NEXT

Please review the attached change order document and return a signed copy by approval_deadline. Once approved, we'll incorporate the additional work into the project schedule and invoice accordingly. If you'd like to discuss the change before signing, I'm available for a call at your convenience.

If there's a way to descope or phase this work to manage cost, I'm open to that conversation as well. Reach me at me::phone and we can talk through the options.

How it works

Use this workflow inside Outlook without rebuilding the email manually

Standardize the full process, then let your team launch the same complete email whenever they need it.

01
Add this workflow

Add this example to Outlook so the full email process is ready to use right away.
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02
Open it in Outlook

Launch it from the compose window where your team already works.

03
Review, fill, and send

Review the remaining fields, then send with the right message already in place.

Roll out the standard

Standardize this process in Outlook

Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.

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