Raise it the day it appears
The cost of raising extra work goes up every hour you wait, and it is not a money cost. On the day, it is a fact about the job: the joist is rotten, here is what replacing it takes. A week later it is a story about why you did not mention it sooner, and by the invoice it is a dispute, because the client's only remaining move is to argue about whether it was needed.
What a change order has to say
- What changed, in the client's language rather than the trade's.
- Why it is outside the original scope — ideally quoting the exclusion that already said so.
- What it costs, priced the same way the estimate was.
- What it does to the schedule, which clients often care about more than the money.
- That it needs their agreement before the work happens.
The second line is where a written estimate pays for itself. "This is the framing repair the estimate excluded" is a sentence that ends the conversation; without that exclusion in writing, the same work is something the client thought they had already paid for.
Keep it as its own document
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Do not edit the original
The client has a copy of what they agreed to. A revised version with the same number and a different total is the fastest way to lose the argument you are trying to avoid.
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Issue it as a small estimate of its own
Same shape, same rates, its own number. Then agreeing to it is one action, and the record shows what was agreed and when.
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Bill it as its own line
On the invoice it should be recognisable as the thing they said yes to on the day, not folded into a bigger line where it looks like a price rise.
The sample documents for each trade show how the exclusions are worded in practice, which is where most change orders are won or lost.
Common questions
- What if the client is not reachable and the work cannot wait?
- Do the minimum that stops the situation getting worse, record what you did and why with photographs, and reach them before doing the rest. Emergency work is defensible; the whole extra job done unilaterally is not.
- Does a change order need a signature?
- It needs agreement you can point at, which a signature is only one form of. A recorded acceptance against the document does the same job and is far easier to get on a Tuesday morning.
- How do I price extra work mid-job?
- At the rate the estimate named for exactly this, if it named one. That is why stating it up front is worth the sentence: pricing extra work while standing in the client's kitchen is the worst moment to invent a number.