Starting point“Client asked for two extra outlets in the back office. Photo attached. Cost and schedule impact still to confirm.”
Capture the change
Record the request, location and source note together. Mark cost and schedule impact as missing.
Prepare a change request
Draft the paperwork for the project lead to review. Keep it marked as a draft until the required details are confirmed.
Approval → office handoff
Track the required approval. Pass the reviewed record and status to the office for the appropriate billing step.
Requested ≠ approved ≠ ready to bill