Customer Change Request Checklist
Customer Change Request Checklist
Quick Summary
A customer change request checklist helps contractors document and manage project changes before additional work begins. It creates a clear record of requested modifications, schedule impacts, pricing updates, and approvals. This checklist helps reduce misunderstandings, improve communication, and keep project records organized.
When to Use This Checklist
- When a customer requests additional work.
- When materials, finishes, or products are changed.
- When project scope needs to be expanded or reduced.
- Before pricing and performing change order work.
- When schedule impacts must be evaluated.
- Any time project requirements differ from the original agreement.
Before You Start
- Review the original scope of work and project documents.
- Gather details about the requested change.
- Confirm who is authorized to approve project changes.
- Review current project status and completed work.
- Identify affected trades, materials, and subcontractors.
- Collect supporting drawings, photos, or specifications if needed.
Safety Checks
- Determine whether the change creates new jobsite hazards.
- Review access requirements for revised work areas.
- Assess impacts on existing safety plans and procedures.
- Identify any additional equipment or protection needed.
- Notify affected crews of safety-related scope changes.
- Document safety considerations associated with the change.
Tools, Equipment, and Materials
- Original contract or scope documents.
- Change request form.
- Updated drawings, sketches, or specifications.
- Material pricing information.
- Labor and scheduling estimates.
- Customer communication records.
Customer Change Request Checklist
- Document the customer’s requested change.
- Record the date the request was received.
- Identify affected project areas or work activities.
- Review the original scope against the requested change.
- Determine required labor, materials, and equipment.
- Estimate additional costs or credits.
- Evaluate impacts on the project schedule.
- Review impacts on material orders and deliveries.
- Determine whether other trades are affected.
- Prepare a written summary of the proposed change.
- Review costs and schedule impacts with the customer.
- Answer customer questions regarding the change.
- Obtain written approval before performing additional work.
- Distribute approved changes to project team members.
- Update schedules, budgets, and project records.
- Track completion of approved change work.
Documentation Needed
- Customer change request form.
- Updated drawings, sketches, or specifications.
- Cost estimate or pricing breakdown.
- Schedule impact documentation.
- Written customer approval or signed change order.
- Project communication and update records.
Common Mistakes to Avoid
- Starting change work before receiving approval.
- Failing to document verbal change requests.
- Ignoring schedule impacts caused by additional work.
- Not communicating changes to field crews.
- Using outdated drawings or specifications.
- Forgetting to update project budgets and records.
End-of-Day / Final Review
- The requested change has been fully documented.
- Costs and schedule impacts have been evaluated.
- Customer approval has been received.
- Project records have been updated.
- Affected team members have been notified.
- The project is ready to proceed with the approved change.
Checklist Completion
Project / Job Name
Jobsite / Location
Completed By
Role / Title
Completed Date
Completed Time
Signature
Reviewed / Approved By, if needed
Notes / Follow-Up Items
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