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Residential contractor change order checklist before extra work

When a homeowner asks for one more outlet, a different finish or another repair while the crew is already there, capture the change before anyone starts it. A written record protects the job handoff and gives the invoice a clear reference.

Use this five-minute check

  1. Describe the request: write the new task in plain language and identify who asked for it.
  2. Separate it from the base scope: point to the original estimate or work order and state what is additional.
  3. Record price and schedule impact: note labor, materials, any credit, and whether the completion date changes.
  4. Get approval before work: keep the customer’s written acceptance with the job record.
  5. Hand off the record: send the approved change to whoever prepares purchasing and invoicing.
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Why the record matters

Caltrans’ contract-administration guidance says change orders should document the need for the change and include enough information to explain the changed scope. The same habit is useful on smaller residential jobs: write the request, approval and cost effect while the details are fresh.

Reference: Caltrans, Chapter 5, Section 3: Change Orders. This page is a workflow aid, not legal, tax or contract advice.

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