Jobs change. The customer wants an extra outlet, the wall opens up to a surprise. A change order captures that extra work as its own approved, priced add-on — so there’s no awkward “the bill’s bigger than the quote” conversation at the end.
Create the change order
Start from the original quote
Open the accepted quote for the job and create a change order from it. It’s linked to the original, so everything stays tied together.
app.getlever.aiChange order· Quote #1042Original quote$289Add shutoff valve+$85New total$374Send for approvalAdd the extra work
List the added work like any quote — a line or two, with pricing. Keep it in plain language the customer will recognise.
Send it for approval
Send the change order and the customer approves it the same way they accepted the quote — one tap. Now the extra work is on the record and agreed before you do it.
Why bother
A change order is your best protection against disputes. The customer sees and agrees the extra cost before you do the work — so the final total is never a surprise, and you never eat the cost of a “while you’re here.”
Common snags
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