Construction Change Order Template

Document a mid-project scope, price & schedule change (AIA G701-style) — auto-compute markup, the new contract sum & completion date, then download a signed-ready PDF

Project & parties

Identifies which project this CO belongs to; matches the prime contract.

Sequential — never skip or duplicate.

The party authorizing & paying — a required signatory.

The party performing the work — a required signatory.

Third required signatory on AIA-style jobs; blank = N/A.

Contract baseline

The starting baseline — stays constant.

Sum of all signed prior change orders (may be negative).

Pricing this change

Itemized builds the amount up from cost line items with markup applied transparently.

Markup is applied to pre-tax direct cost by default; sales tax applies to material only. Check your prime contract for the allowable markup.

Schedule impact

Calendar days added (or negative to subtract). 0 = no change.

Baseline date so the new date can be computed.

Description of the change

A required G701 field and the single most-disputed item if vague — describe what, where & why.

Branding (optional)

No logo selected (optional).

Amount of this Change Order

$0.00Enter the change cost to compute the new contract sum.
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Construction Change Order Template — guide & how to use

What it does

This free AIA G701-style change order template turns a handful of inputs into a polished, signature-ready document that pins down a mid-project change to scope, price, and schedule. It's built for general contractors, remodelers, and subs who get a verbal "go ahead" for extra work and then struggle to get paid because nothing was in writing. The change order states the work changed, builds the price up from labor, material, equipment, and subcontractor costs with overhead-and-profit markup and sales tax, walks the contract-sum ladder (original sum → prior changes → this change → new sum), documents the schedule extension, and ends with a three-party signature block reading "Not valid until signed by all parties." The live preview updates as you type, money math is computed in integer cents so every figure reconciles to the penny, and everything runs 100% in your browser.

How to use it

  1. Enter the project name, the owner, your company, and the architect/engineer if the job has one. Give the change order a sequential number — never skip or duplicate.
  2. Set the Original Contract Sum and the net change from prior change orders (this carries the running total forward — it can be negative).
  3. Pick a pricing method. Itemized breaks out labor, material, equipment, and sub cost, then applies your O&P markup, sub markup, and material sales tax. Lump Sum takes a single agreed figure (negative for a credit). Time & Material uses the same buildup but is flagged as an estimate / not-to-exceed.
  4. Document the schedule impact: days added (or negative to compress) and the prior completion date, so the tool computes the new date.
  5. Write a specific description of the change — what, where, and why. Vague descriptions are the #1 dispute trigger.
  6. Optionally add your logo and accent color, then click Download Change Order PDF and get all required signatures before starting the work.

Worked example

Say you're on a $120,000 remodel with $0 in prior change orders, and the owner upgrades to quartz countertops. Itemized this change: $2,000 labor, $3,000 material, $500 equipment, $0 sub, a 15% O&P markup, and an 8% material sales tax. The job adds 5 calendar days.

  1. Direct self-performed cost = $2,000 + $3,000 + $500 = $5,500.00
  2. Material sales tax = $3,000 × 8% = $240.00
  3. O&P markup = $5,500 × 15% = $825.00 (on pre-tax direct cost)
  4. Subcontractor markup = $0 × 5% = $0.00
  5. Amount of this change order = $5,500 + $240 + $825 = +$6,565.00
  6. Contract-sum ladder: Original $120,000.00 → prior changes $0.00 → before this CO $120,000.00 → + $6,565.00 → New Contract Sum $126,565.00
  7. Percent change = $6,565 / $120,000 = 5.5% of the original contract.
  8. Schedule: if the prior Substantial Completion date was June 1, the new date = June 6 (+5 calendar days).

Notice the rules: markup applies to pre-tax direct cost, sub work is marked up separately at a lower rate, sales tax hits material only, and the schedule change is documented — never left verbal.

How to embed this tool on your website

No account, no coding. Copy the embed code and paste it where you want it to appear:

<iframe src="https://snaptoolsuite.com/change-order-template/?embed=1"
  style="width:100%;max-width:820px;height:1600px;border:0;"
  title="Construction Change Order Template" loading="lazy"></iframe>

Notes & disclaimers

This produces a documentation / estimate template — not legal or accounting advice, and not a binding contract by itself. A change order is only enforceable when signed by all required parties. The AIA G701 explicitly states it is "not valid until signed by the Owner, Architect and Contractor."

Markup defaults are conventions, not requirements. 15% combined O&P on self-performed work and ~5% on subs are common industry conventions; the governing prime contract controls the actual allowable markup — always check the change-order / general-conditions clause first. Industry sources caution that standard 10–15% markups frequently under-recover true overhead (one cited electrical study put real overhead near 19%), so treat the default as a floor to verify, not a ceiling.

Tax & markup ordering varies. This tool marks up pre-tax direct cost and applies sales tax to material only; some jurisdictions tax labor or the full installed price, and markup-on-tax rules differ — confirm local rules. Time & Material amounts are estimates / not-to-exceed figures, not fixed prices. Schedule math uses calendar days unless your contract specifies working days.

This is a generic G701-STYLE template, not the copyrighted AIA G701 document itself. For AIA-contract projects the official licensed AIA form may be contractually required. All money math is performed in integer cents.

Common mistakes this template prevents

  1. Relying on a verbal "go ahead" and starting work before signatures — the #1 cause of non-payment. Get all required signatures before performing the change.
  2. Vague scope descriptions ("miscellaneous extras"). Disputes hinge on specificity — describe exactly what, where, and why.
  3. Documenting the money but forgetting contract time, then getting hit with liquidated damages for being "late" on added work.
  4. Leaving overhead & profit off the change order, or accepting an arbitrary low markup that doesn't cover indirect costs.
  5. Forgetting sales tax on material, or double-marking-up an amount that already includes another markup.
  6. Not sequentially numbering COs or not carrying the "net of previous changes" forward — breaking the running contract-sum audit trail.
  7. Omitting the "no change to contract time" statement when time genuinely is unchanged — the form should affirmatively state it.
  8. Treating a T&M estimate as a fixed lump sum, then disputing when actual hours exceed the estimate.

Frequently asked questions

What is a construction change order?

A change order is a written, signed amendment to a construction contract that documents a change in scope, price, or schedule after the contract is signed. The AIA G701 is the industry-standard form. It states the change to the work, the resulting adjustment to the contract sum, the change in contract time, and the new contract total — and it is NOT valid until signed by the owner, architect (if any), and contractor.

How is the amount of the change order calculated?

With the Itemized method, the amount = Labor + Material + Equipment + Subcontractor cost + sales tax on material + overhead-and-profit markup on self-performed work + a separate (usually lower) markup on subcontractor work. With Lump Sum, you enter a single agreed figure (which may be negative for a credit). Time & Material uses the same itemized buildup but is flagged as an estimate / not-to-exceed.

How does the new contract sum get calculated?

The G701 contract-sum ladder is: Original Contract Sum, plus the net change from previously authorized change orders, equals the contract sum before this change order; plus the amount of this change order equals the new contract sum. A deductive (credit) change order can legitimately lower the new contract sum below the original.

What overhead and profit markup should I use on a change order?

A combined 10–15% on self-performed labor, material, and equipment and about 5% on subcontractor work are common industry conventions. They are not legal requirements — the governing prime contract controls the allowable markup, so always check the contract's change-order or general-conditions clause. Industry studies note that 10–15% often under-recovers true overhead, so treat the default as a floor to verify.

Why do I have to document the schedule change too?

Forgetting to address contract time is a top contractor mistake. If extra work pushes the completion date but the change order is silent on time, you can be hit with liquidated damages for being "late" on work that was added. The G701 requires the change in contract time to be stated — including affirmatively stating "The Contract Time will not be changed" when it is unchanged.

Is a verbal go-ahead enough to get paid for extra work?

No. Relying on a verbal "go ahead" and starting work before signatures is the number-one cause of non-payment for extra work. A change order is only enforceable when signed by all required parties. Get the owner, architect (if applicable), and contractor signatures BEFORE performing the change.

Is this the official AIA G701 form, and is it legal advice?

No. This is a generic G701-STYLE template, not the copyrighted AIA G701 document, and it is documentation, not legal or accounting advice. For AIA-contract projects the official licensed AIA form may be contractually required. Confirm markup, tax, and calendar-vs-working-day rules against your prime contract and local law.

Does my data leave my browser?

No. The entire change order is built locally in your browser — no sign-up to preview, no server, nothing uploaded. That makes it safe for confidential project and pricing information. A free account is only needed to download the PDF so you can save your work across all tools.

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