👉 Learn more about How to Create Change Orders/Variations in Buildern
Once a change order/variation is created and ready, it can be sent to the client for review, where they can approve, reject, or request clarification directly within the document.
Step 1: Preview the Change Order/Variation
Once everything is ready click Preview to review the change order/variation:
💡 Tip - Preview helps ensure everything is correct before the client receives it.
Step 2: Send to Client for Approval
Once the change order/variation is ready, you can send it directly from Buildern. Click Send to share it with the client.
Step 3: Client Review Process
After receiving the email with a structured view of the change order/variation, the client can:
Review all changes
Leave comments if needed
Approve and sign digitally or reject
The status updates automatically based on their response.
ℹ️ Note - A signed change order/variaton acts as official approval to proceed with the updated scope, cost, or timeline.
Step 4: Track Status in Buildern
After sending, you can track the status directly in Buildern. Each change order/variation will automatically update based on client actions:
Draft – The change order/variation has been created but not yet sent to the client
Pending – The change order/variation has been sent and is awaiting client action
Approved – The client has signed and approved the change order/variation
Rejected – The client declined the change order/variation
💡 Tip - You can open any change order/variation to view its current status and track updates in real time.
If the client rejects a change order/variation, its status is updated to Rejected, and no changes are applied to the project. You can review and revise the change order/variation, then resend it for approval.
💡 Tip - To save time, you can duplicate an existing change order/variation, make the necessary updates, and resend it instead of creating a new one from scratch.
What Happens After Approval?
Once a change order/variation is approved, the project scope is automatically updated, and the approved costs are reflected in the budget. It can also be linked to invoicing if needed, allowing the team to proceed with execution based on the updated terms.
ℹ️ Note - Approved change orders/variations become part of the official project record.
Keep an eye out for the next tutorials, where we’ll dive into even more Buildern capabilities and workflows.
Happy building!