Phase 4 · Change Requests

Every extra ask gets an estimate and a signature.

Scope creep is rarely one big change. It is ten small asks that nobody priced. Change Requests gives each one a scope, an estimate, a price and a client sign-off, then puts it on the plan and the invoice.

Change Requests/Logistics App/CR-014
Awaiting client

Multi-warehouse routing for dispatch

Raised by Kavya S. from client call on 28 Oct · linked to Backend APIs, Dispatcher console

Estimate
120 h
Price
₹4.2 L
Schedule
+6 days
  1. Scope written and estimated
  2. Internal review by delivery head
  3. Sent to client for sign-off
  4. Added to plan and billing
Sign-off by link
Clients approve without a login
Impact first
Hours, price and days shown before sign-off
Straight to billing
Signed changes land on the next invoice
Full history
Who asked, who estimated, who signed
What you get

Everything in Change Requests

Write it once

Describe the change, link the affected phases and tasks, and attach the client email or call notes it came from.

Estimate by role

Estimate hours per role. The price is calculated from the project’s rate card, or set as a fixed amount.

Schedule impact

See how many days the change adds to go-live, using the current plan and team load.

Client sign-off

The client receives a clean page with scope, price and date impact, and approves or declines with a typed name.

Unsigned work flagged

If hours are logged on a change that is not yet signed, AI Project Health raises it as scope risk.

Billing rules per change

Bill a change as a fixed amount, as T&M, on the next invoice or as its own invoice.

Budget tracking

Each change keeps its own budget, so overruns on extras do not hide inside the main project.

Linked to the plan

Signed changes create tasks in the right phase, and the Gantt and baseline variance update.

Audit trail

Every version, estimate and approval is kept, so disputes are settled by the record.

How it runs

A week in Change Requests

  1. 1The client asks
    A client wants multi-warehouse routing. The account manager logs it as CR-014 with the call notes attached.
  2. 2Estimate and price
    The tech lead estimates 120 hours by role. The rate card prices it at ₹4.2 L, with 6 days added to the schedule.
  3. 3Send for sign-off
    The delivery head reviews and sends it. The client sees scope, price and impact, and signs from the link.
  4. 4Plan and bill
    Tasks drop into the plan, the team starts work, and the amount appears on the next invoice.
Client Billing/Invoices/INV-2026-0412
Ready to send
Bill to
Swiftline Logistics Pvt Ltd
GSTIN 07AAXCS4412M1Z8
T&MMilestoneRetainer
Backend development₹4,24,000
Flutter development₹2,63,700
QA engineering₹45,600
CR-011 Bulk order upload₹1,80,000
IGST 18%₹1,63,782
Total₹10,77,082
Built from 396.5 approved hours, 0 unapproved entries
Billed, not forgotten

Signed changes land on the invoice.

Whether a change is billed fixed or by the hour, it appears on the right invoice with its reference number, so the client recognises what they signed.

  • CR number and title on the invoice line
  • Partial billing for large changes
  • Margin for each change in Profit View
Final milestone

Every plan starts
with a signature.

Sign off on your own kickoff. Import a live project, invite the team, and watch the first timesheets turn into an invoice before the month closes.

Project charterAwaiting sign-off
Project
Your next client project
Kickoff
Today
Workspace
30 days free · up to 25 people
Go-live
The date you promised the client