BuildWorkflow

Jobsite tool · No signup

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.

  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.