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About this template

One written path for every change on a remodel: a same-day Potential Change Notice, a change order with cost build-up, schedule effect and running contract sum, a Time & Materials Authorization with daily tickets for work that cannot wait, and an allowance schedule with select-by dates and a reconciliation. The tracker workbook keeps the contract sum per job and shows pending exposure across all jobs.

Built for remodelers and small general contractors who lose money the same way every time: a change gets done on a handshake, an allowance quietly runs over, and the argument happens at the final invoice. Six forms cover the whole sequence (notice, change order, T&M authorization, daily ticket, allowance schedule, reconciliation), a client handout explains it in plain language, and three letters handle the transmittal, the selection reminder and the overage notice.

The workbook logs each change order with its five cost lines and applies your overhead-and-profit and tax settings; only approved rows move the contract sum. Allowances move from Open to Due soon, Overdue, Selected and Reconciled as dates and costs go in. The Dashboard shows approved and pending dollars, average days to a decision against your target, change orders by origin, allowance drift and jobs ranked by change-order percentage. Written to the standard several states require for home improvement work: in writing, signed by both parties, before the work.

Highlights

  • Change order with cost build-up, OH&P, schedule and new contract sum
  • T&M authorization with not-to-exceed and daily tickets
  • Allowance schedule with select-by dates and at-cost reconciliation
  • Tracker workbook: pending exposure, days to approval, allowance status

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