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Change Order And Extra Work Construction Claims Form

Use a CHANGE ORDER AND EXTRA WORK CONSTRUCTION CLAIMS template to make your document workflow more streamlined.

What this construction claims form records

The Change Order And Extra Work Construction Claims Form records a contractor’s request for payment or approval when project work changes beyond the original agreement. It gives the parties a structured place to identify the project, describe added or revised work, state the claimed adjustment, and attach supporting evidence. The completed record can be routed to designated reviewers and signers through signNow. Electronic signing can support interstate transactions under the ESIGN Act and applicable state law, including UETA, provided intent, consent, attribution, and record retention requirements are satisfied. Contract terms and state construction law still control the claim.

Business types that use this form

Construction businesses use this form to document scope changes, extra work, approvals, and supporting payment claims in one signed record.

  • Independent construction contractors use the form to document approved scope changes, added labor, material costs, and client acceptance before extra work proceeds.
  • Regional general contractors use the form to coordinate subcontractor claims, preserve supporting notes, and obtain owner approvals without delaying project administration or payment review.
  • Enterprise construction companies use standardized templates to route change-order claims across project teams, maintain consistent approvals, and retain signed records for contract administration.

These tasks are executed by both individual contributors and centralized administrators depending on organizational policy and required controls.

Features for construction claim workflows

The form combines scope documentation, supporting evidence, approvals, and signed records for construction teams managing extra-work claims.

Scope detail

Record the original contract scope, changed work, labor, materials, and requested adjustment so reviewers can understand exactly what the claim concerns.

Evidence attachments

Attach estimates, photographs, delivery records, and correspondence to connect the requested extra-work amount with supporting project evidence.

Approval routing

Assign signature and approval fields to the contractor, owner, architect, or other designated parties before the claim enters payment review.

Audit trail

Capture signer actions, timestamps, and document history in an audit trail that helps reconstruct how the change-order record was completed.

Reusable templates

Use reusable signNow templates for recurring project claims while preserving consistent field placement, required information, and signer sequencing.

Secure records

Keep the completed claim and its signing record together so project teams can retrieve the approved scope change during later contract discussions.

How to complete the claim

Use this sequence to move the construction claim from project documentation through approval and signed recordkeeping.

  • Upload documents:

    Upload the completed claim and supporting project documents to signNow.
  • Check fields:

    Review detected fields and place missing signer, date, and approval fields.
  • Set recipients:

    Add the contractor, owner, architect, or reviewer in signing order.
  • Send claim:

    Send the claim and monitor each required signature or approval.
  • Store record:

    Download the completed claim with its audit trail for project records.
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Recommended claim workflow setup

Configure the construction claim workflow around signer identity, document integrity, project retention, and controlled team access.

SettingRecommendation
Authentication methodEmail link with SMS OTP
Signature typeElectronic signature with signer intent
Audit trailCapture timestamps, IP, and actions
Document retentionFollow contract and state requirements
EncryptionTLS 1.2/1.3 and AES-256 protection

What the claim audit trail records

The audit trail documents signer activity and record history separately from the construction claim’s scope and cost information.

01

Authenticate signer:

Records the signer’s authentication method
02

Timestamp event:

Captures signing time and action
03

Hash document:

Associates the claim with document history
04

Seal record:

Helps show whether records changed
05

Log actions:

Preserves recipient and completion activity
06

Export trail:

Allows audit-trail retrieval and export

Signer authentication for claim records

PKI support:

PKI signatures support document integrity

X.509 certificates:

X.509 certificates identify cryptographic signers

Two-factor authentication:

Two-factor authentication adds signer verification

SMS OTP:

SMS OTP confirms access to phone

ID verification:

ID verification strengthens signer attribution

Event records:

Audit trails record signing events

Integrations for construction claim records

Connect construction claim signing with project management, enterprise resource planning, customer records, and controlled cloud storage workflows.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Privacy pitfalls in construction claims

  • Including personal contact details, payment information, or project-site data in every recipient’s copy can expose more information than the claim requires.
  • Sending a claim before documenting signer consent and the intended electronic record process can create uncertainty about whether each party agreed to e-sign.
  • Sharing editable claim files through unrestricted links can allow unauthorized access, conflicting versions, or disclosure of confidential pricing and subcontractor information.
  • Using broad recipient permissions can expose attachments, cost breakdowns, or dispute correspondence to parties who only need to approve a limited change.

Best practices for extra-work claims

Clear scope descriptions, connected evidence, controlled signing, and a defined project-retention policy reduce later questions about construction claim records.

Describe the changed work precisely

Describe the original scope, changed work, quantities, labor, materials, schedule effect, and requested adjustment directly in the claim. Avoid relying on a separate email to explain why extra work was performed or how the amount was calculated.

Connect evidence to each item

Attach estimates, photographs, delivery tickets, field reports, and written directives that support the requested adjustment. Label each attachment so a reviewer can connect it to the affected project activity without searching unrelated files.

Export the audit record

Use signNow’s audit trail and export the completed record after all required parties sign. Store the signed PDF, completion certificate, and attachments together under the project’s approved access controls.

Apply the correct retention rule

Set retention according to the governing contract, project policy, and applicable state requirements. Do not apply IRS, HIPAA, or employment schedules unless the construction record genuinely belongs to one of those regulated categories.

Mobile options for construction claims

signNow provides iOS and Android apps for reviewing and signing the Change Order And Extra Work Construction Claims Form. Teams can use offline signing where available and capture paper project documents with a device camera before routing them for approval.

  • Mobile apps iOS and Android apps
  • Offline mode Offline signing available
  • Camera capture Camera document capture

Construction organizations should manage mobile access through approved devices, account permissions, and project-specific sharing rules. Enterprise deployments can connect signNow with API workflows, SSO provisioning, and systems such as Procore, NetSuite, Google Drive, Box, or Egnyte when those integrations match the organization’s records process.

Troubleshooting construction claim signing

Resolve field, signer, authentication, enforceability, retention, and access questions before relying on a completed construction claim.

Upload the original PDF to signNow, let the platform detect fillable areas, then inspect every detected field. Add missing signature, date, amount, and approval fields manually before sending the construction claim.

The Business plan includes legally binding eSignatures, templates, audit trails, and mobile apps at $8 per user per month with annual billing. Business Premium adds bulk send at $15 per user per month annually.

Use signNow’s authentication controls, including two-factor authentication or SMS OTP, when the claim contains sensitive pricing, payment details, or personal information. Select the strength appropriate to your project’s access policy.

The ESIGN Act and UETA generally recognize electronic signatures when intent, consent, attribution, and record retention are established. They do not replace contract requirements, state construction rules, or any required notarization.

Export the completed claim and audit trail after all required signatures finish. Preserve the original signed file, certificate of completion, attachments, and project reference under your organization’s contract-retention policy.

If a signer cannot open the request, confirm the email address, resend the invitation, or provide a controlled signing link. Review access permissions before sharing attachments containing pricing, personal data, or dispute information.

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