Airtable Change Order Template for Google Docs
A change order for construction and renovation projects: the items and vendors affected, builder fee, tax, insurance and the delay in weeks. Filled from Airtable and sent to your clients to accept.
20 free documents · No credit card
The variables in this template
One table for change orders, one linked table for the items changed. Map each variable to one of your fields in TypeFlow, or rename it in the Doc to your field name.
Change order record
| Holds | Variable in the template |
|---|---|
| Clients | client_1_full_name, client_2_full_name, last_name |
| Project address | address |
| Delay | number_of_weeks |
| Builder fee | builder_fee_percent, builder_fee |
| Tax, insurance, warranty | tax, insurance, warranty |
| Vendor costs and total | vendor_costl, order_total |
| Photos | image_attachments |
Items changed (linked records)
| Holds | Variable in the template |
|---|---|
| Item | item |
| Vendor | vendor |
| Cost | cost |
Each linked item becomes one row of the change order.
How it works
- 1
Copy the template
It opens in your Google Drive. Change the layout, fonts and logo like any document.
- 2
Map your Airtable fields
Pick your base and table in TypeFlow, then match each {{variable}} to a field.
- 3
Generate from Airtable
Click a button on the record or let an Airtable automation run it. The PDF lands in an attachment field.
Get it accepted in one click
Send the change order from the same flow. Your client reads it and clicks Accept, with nothing to draw. A Certificate of Acceptance is attached and the accepted PDF is written back to your Airtable attachment field.
Questions
- Do I need a Google account?
- Yes. The template is a Google Doc: you copy it to your Drive and edit it there. TypeFlow also has its own template builder if you prefer not to use Google.
- How do the line items get into the table?
- From a linked table in Airtable. TypeFlow repeats the table row once per linked record.
- Does my client have to draw a signature?
- No. In acceptance mode they read the document and click Accept. It is a simple electronic signature under eIDAS and the ESIGN Act, recorded in a Certificate of Acceptance.
Generate your first change order from Airtable
20 free documents · No credit card