E711. The Field-Tested Change Order Checklist: Get Paid for Every Add-On

Always get written approval for change orders, no matter how small, to prevent billing disputes and client misunderstandings.

Utilize job documentation apps like Company Cam to capture before, during, and after photos and notes for every project, providing factual evidence for any disputes.

Implement a clear, standardized change order SOP within your company, accessible to all team members, especially field crews.

Train your team, particularly crew leads and project managers, on the change order process, emphasizing the importance of pausing work and contacting sales for any additions or changes.

Invest in tools like Leanscaper to centralize your company's knowledge base, allowing for quick generation of SOPs and training materials for various scenarios.

Prioritize effective workload management to avoid overcommitment, which can lead to thinned crews, missed deadlines, and overall reduced efficiency.

Communicate the importance of sticking to schedules and the impact of deviations to field crews, ensuring they understand the broader company commitments.