Live Solution

The scope changed. Bill it.

  1. Forms
  2. Databases
  3. Documents
  4. Time tracking

The extra page arrives as a sentence in a thread. You build it, you absorb it, and at month end the project is over budget with nothing to point at. A change request that lands as a priced record turns that sentence into a decision the client makes. Fill it in and watch the change order draft itself.

your-agency.com/change-request

Change request

A live preview. Your details stay in your browser. Nothing is sent or stored.

The payoff

Watch the request become a priced change order.

Describe the change and it becomes a change order document, plus a record on the board waiting for approval.

Fill the form above to see it.

The request, the price, and the hours share one record.

In Ascend the change request form writes to the project database, the change order generates from that record, and the hours you log against the work carry through to the invoice. Create a free workspace and run your own.

Run your own — free

From an ask in a thread to an approved line item.

The request form writes to the project database, the change order generates from that record, and the hours log against the work it created.

1. The client asks in writing

Send the change request form link instead of absorbing the ask in a thread. What they want, when they want it, and who asked all arrive in one place.

2. The ask becomes a priced record

The request lands on the project database as a record with effort and fee. Generate the change order from it and send it back for approval.

3. The work logs against the change

Once approved, start the timer against the change record itself or the project task it belongs to. Those hours carry through to the invoice you generate at month end.

One workspace

Unpriced work is the most expensive work you do.

A form tool captures the request and leaves it there. Here the request is already the record the document prints from and the record the hours land on.

  • The client writes the request; you price it on the same record.
  • Every change on a project sits on one board, not in five threads.
  • The change order prints the effort and fee you actually agreed.
  • Hours logged against the change carry through to the invoice.

Price the next change before you build it.

Open a free workspace, publish the change request form, and send the link with your next project kickoff.

Get started free

About Optivation

We help agencies and freelancers run client work better. Three things, one trust contract.

The Operating Report

Cited research on running client work. Free, weekly briefings. No sponsored content, ever.

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Free tools

Calculators and guides for the questions agencies actually ask. Free to use.

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Ascend

The workspace these pieces and tools describe. Free tier, then $19/mo Solo or $49/mo for a 3-seat Studio.

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