Change Order + T&M Ticket Kit: Excel / Google Sheets Workbook, Printable Forms and Guide
Track every change from the field directive to the approved change order, in one workbook.
The Change Order + T&M Ticket Kit is for general contractors, subcontractors and anyone who has to document extra work and get paid for it. Price T&M tickets from your own labor and equipment rates, roll them into change order requests, and see pending exposure and unbilled T&M on one dashboard.
WHAT'S INCLUDED
- Workbook (.xlsx, no macros), in two copies: one for Excel and one tuned for Google Sheets.
- Setup: contract sum and time, the markups your contract allows, and your labor and equipment rates
- CO Log: status, requested vs. approved, days open with overdue flags, and the running revised contract sum
- CO Request: a one-page priced request with line items, markups, sales tax, bond, the contract sum and time impact, and signatures
- T&M Ticket: labor (ST/OT/DT), equipment (operated and standby), materials and subs, with markups and same-day signature blocks
- T&M Log: shows which signed tickets haven't been billed yet
- Dashboard: pending exposure, unbilled T&M, aging, and a breakdown by status and origin
- Example tabs: a complete fictional sample job, so you can see every formula working
- Printable PDF forms: blank Change Order Request and T&M Ticket for the truck or clipboard
- 19-page PDF guide covering:
- how to use every tab
- change order best practices (documentation, notice habits, pricing, T&M tickets that get paid)
- an AI Workflow chapter with five step-by-step procedures tied to the workbook: field notes to T&M ticket, drafting the change order narrative, checking the math, the weekly status update, and rolling T&M into a change order
- opening the kit in Google Sheets, step by step
COMPATIBILITY
Works in Excel 2016 or later (Windows or Mac, including Microsoft 365) and in Google Sheets. No macros.
BUNDLE AND SAVE
Also in the Foundry Field Office 4-Kit Bundle (Change Order + T&M, RFI + Submittal, Schedule of Values + Pay App, and Bid Proposal + Scope Checklist), $49. https://payhip.com/b/dulix
GOOD TO KNOW
- Instant download. One-business license, unlimited projects.
- These are original templates, not AIA forms. If your contract requires specific forms, use this kit for the pricing and tracking behind them.
- This is a project-management tool, not legal or contract advice. Your contract controls notice, markup and approval requirements.
- Made by Patrick Foundry. AI tools helped draft parts of the guide text and layouts. Every formula, form and page was checked by automated QC and a final review before release. All templates are original.
- Need daily reports or field logs instead? Join the SKUFF field app waitlist: https://patrickfoundry.com/skuff
- Questions about the files? Email kits@patrickfoundry.com with your order number.
REFUND POLICY
These are instant digital downloads. If a file won't open, is damaged, or isn't what the listing describes, email kits@patrickfoundry.com within 14 days of purchase with your order number and we'll fix it or refund you in full. Because the files can't be returned once downloaded, we don't otherwise offer refunds for change of mind.