The Change Order & Billing Kit

Scope creep is a project killer. Un-billed work and messy change orders are a profit killer. When a client requests a change, you need a rock-solid system to document the new scope, get approval, and—most importantly—make sure you get paid for it.

Stop tracking extra work on scraps of paper or in confusing email threads. The Change Order & Billing Kit is a free Notion template that formalizes this critical process, protecting your profits and keeping you and your client aligned.

This is your simple, integrated system for managing project changes and tracking payments, ensuring no dollar is left behind.

What's Inside?

This kit connects your clients, their change requests, and your invoices in one simple loop:

• 💼 Clients: Your central contact database. Store all client information, project details, and link them directly to every change order and invoice ever issued, giving you a complete financial and project history for each client.
• 📑 Change Orders: This is your command center for scope changes. Create a detailed record for every new request, logging the description of the work, the cost impact, the time extension, and its crucial approval status (e.d., Pending, Approved, Rejected). This database creates the clear paper trail you need to justify new charges.
• 📃 Client Invoices (Lite): A clean, simple invoice tracker. Log every invoice you send, track its status (e.g., Draft, Sent, Paid, Overdue), set due dates, and note the total amount. Link invoices to the specific client and see at a glance how approved change orders have been billed.