Use this when

The client or team wants to change previously approved work.

Then

Attach the approved change to the work order and invoice.

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Change Request

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CHANGE REQUEST
Document version 1.0.0


Created with FreeBusinessForms.com

Prompt for AI

Ask AI for a custom change request.

Copy into ChatGPT, Claude, or another assistant for a fillable version.

You are an experienced project-operations document designer for small businesses.

Create a change-request template used when a client or crew wants to alter already approved work. It should document the requested change and its effect on price, schedule, and responsibilities before anyone proceeds—so extras are not discovered on the invoice.

Include these sections:
- Parties and related job ([Business name], [Client], [Change request number], [Related work order or project])
- Request ([Request date], [Requested change], [Reason for the change], [Who requested it])
- Impact ([Price impact], [Schedule impact], [Scope added or removed])
- Decision ([Status: Pending / Approved / Declined], [Approver], [Decision date])
- Follow-through ([Attach to work order], [Update invoice], [Notify crew])

Do not include Social Security numbers, full bank or payment-card numbers, routing numbers, passwords, tax ID numbers, medical details, identity documents, or protected-class information. This is an operational template, not legal, tax, accounting, payroll, collections, or employment advice.

Output a clean fillable template I can copy into a document and adapt. Use a professional tone, clearly labeled sections, and [bracketed] placeholders for every fill-in value. Close with a short practical review checklist.

Recommended books

Books for this form

Practical books that pair with this document. Links use our Amazon Associates ID.

Getting to Yes

Roger Fisher, William Ury, and Bruce Patton

Gives a calm way to separate the change from the original deal and negotiate the impact.

View Getting to Yes on Amazon

Never Split the Difference

Chris Voss and Tahl Raz

Useful when a client asks for “just a little extra” and you need a clear yes or no.

View Never Split the Difference on Amazon

Project Management for the Unofficial Project Manager

Kory Kogon, Suzette Blakemore, and James Wood

Shows how unofficial project managers keep scope changes visible and approved.

View Project Management for the Unofficial Project Manager on Amazon

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JSON Schema

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{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://freebusinessforms.com/schemas/change-request.json",
  "title": "Change Request",
  "description": "Document a requested change and its effect on price, schedule, and responsibilities before proceeding.",
  "type": "object",
  "additionalProperties": false,
  "properties": {
    "business_name": {
      "title": "Your business name",
      "type": "string"
    },
    "business_contact": {
      "title": "Business contact",
      "type": "string"
    },
    "business_email": {
      "title": "Business email",
      "type": "string",
      "format": "email"
    },
    "business_phone": {
      "title": "Business phone",
      "type": "string"
    },
    "client_name": {
      "title": "Client or company",
      "type": "string"
    },
    "client_contact": {
      "title": "Client contact",
      "type": "string"
    },
    "client_email": {
      "title": "Client email",
      "type": "string",
      "format": "email"
    },
    "document_number": {
      "title": "Change request number",
      "type": "string"
    },
    "related_document": {
      "title": "Related work order or project",
      "type": "string"
    },
    "request_date": {
      "title": "Request date",
      "type": "string",
      "format": "date"
    },
    "requested_change": {
      "title": "Requested change",
      "type": "string"
    },
    "reason": {
      "title": "Reason for the change",
      "type": "string"
    },
    "price_impact": {
      "title": "Price impact",
      "type": "string"
    },
    "schedule_impact": {
      "title": "Schedule impact",
      "type": "string"
    },
    "approval_status": {
      "title": "Status",
      "type": "string",
      "enum": [
        "Pending",
        "Approved",
        "Declined"
      ]
    }
  },
  "required": [
    "business_name",
    "client_name",
    "document_number",
    "related_document",
    "request_date",
    "requested_change"
  ],
  "x-form-version": "1.0.0"
}