Change order management

The scope changed.Keep the whole job in view.

Document the added work, price the change, and keep its financial impact connected to the project. Give your office and your client a clear record to follow.

See how changes stay connected

Kitchen renovation

CO-003 · Countertop upgrade
Added scope03

Waterfall island.
The details behind the change.

Countertop upgrade & installation+$5,000
Expected schedule impact+2 days

Project financials Draft excluded

Contract value
$100,000Original contract
Budgeted cost
$70,000Original budget
Committed cost
$62,000From recorded expenses

Expenses record the commitment. Schedule dates are updated separately.

Every change needs clear details

Scope, price, project impact, and a next step.

Put the change in writing

Keep the reason for the change, itemized scope, and pricing together under a clear reference number.

See its financial effect

Active change orders contribute to contract value and budgeted costs. Expenses record the commitments.

Keep the client in the loop

Send an email link to the client portal, then follow the change order’s invoice and payment status.

The job evolves. Keep the details together.

From the first request to the project’s financial picture.

Document the difference

A small request can change the scope.

A different countertop edge. An extra cabinet. Work that comes out of the plan. Put additions and credits into clear line items so your team and client can see what changed and what it costs.

  • Describe the added or removed work
  • Itemize additions and credits
  • Keep a reference number and reason with the change
See the remodeler workflow

Change order #CO-003

Miller kitchen remodel
Original scope

Kitchen island · Granite countertop$4,200

Upgrade to waterfall edge detail

+$2,400

Remove under-counter lighting

$800
Net price change+$1,600
Sent for client review

Scope and pricing stay with the project. Follow invoice and payment status from here.

Follow the project impact

Know where the new numbers belong.

Active change orders update the contract value and contribute their cost-bearing line items to the project budget. Record supplier and subcontractor expenses separately to see what you have committed to the added work.

  • Review active changes in the project’s financial totals
  • Keep draft and cancelled changes out of those totals
  • Compare budgeted costs, expenses, and vendor payments
Explore job costing
Job Costing

Kitchen remodel

Payments are separate from commitments.

Budgeted

$145,000

Committed

$144,100

Paid

$108,000

CategoryBudgetCommittedRemaining
Materials$52,000$50,750+$1,250
Labor$45,000$44,600+$400
Subcontractors$38,000$39,500-$1,500
Equipment$10,000$9,250+$750

Share & follow through

Keep the conversation close to the record.

Send the change order when it is ready for client review. The portal keeps project documents accessible while your office follows invoice and payment status, with the expected schedule impact recorded alongside the scope.

  • Send an email link to the client portal
  • Follow the Draft → Sent invoice workflow
  • Record expected impact in days; update schedule dates separately
Explore the client portal
Client Portal
Project Documents

Henderson Kitchen Remodel  ·  4 documents

Accepted Proposal

Accepted Feb 12

Complete

Invoice #1042

$145,000

Current

Change Order #2

Sent Mar 10

Sent

Warranty Certificate

Valid until 2028

Active

Questions about construction change orders

How do clients review change orders?

Send an email with a link to the client portal so the client can review the change order. The current change-order workflow uses invoice statuses and payment tracking. A separate change-order e-signature approval flow is not available.

When does a change order affect project totals?

Active change-order invoices contribute to the project’s contract value and their cost-bearing line items contribute to budgeted cost. Draft and cancelled change orders are excluded from those totals.

How do change orders stay connected to a project?

A change order is an invoice record linked to the project. Keep its scope, reference number, pricing, and invoice status with the job so your office can review changes in context.

What is the change-order workflow in Kaliun?

Prepare the itemized change as a draft. When it is ready, send it to the client and follow its invoice and payment status. Kaliun currently uses the invoice lifecycle for change orders, rather than a separate internal or client approval workflow.

Does a change order create a committed cost?

No. Active change orders affect contract value and budgeted invoice costs. Record an expense for the supplier or subcontractor to create the commitment, then record vendor payments against that expense. Learn how the layers work in job costing.

When is the change order emailed to the client?

Your team chooses when to send it. Sending changes its status to Sent and emails the client a portal link. Creating a draft is a separate step and does not send that client email.

What information stays with the change order?

Keep the itemized scope, reason for the change, reference number, price, expected schedule impact, and recorded activity together. This provides useful project context without treating an invoice status as an e-signature.

What is construction change order management?

Change order management is the process of documenting and tracking changes to the original project scope. Record what is changing, the price, its expected schedule impact, and the status of the change so the office and client can follow the same details.

Where can I review plans and pricing?

Check current plans and billing details on the Kaliun pricing page.

Does a change order automatically move the schedule?

You can record the expected schedule impact in days. Update the project schedule separately to reflect the revised plan and the availability of your crew and trades. Explore construction scheduling.