1️⃣ Use Change Tracking Software: Leverage specialized tools like Autodesk Revit or SolidWorks PDM to log, track, and review every client request in real time. This ensures no request slips through the cracks and provides a clear audit trail. 📊🛠️ 2️⃣ Maintain a Detailed Change Log: Create a structured spreadsheet or document to record each request, its date, and status. This gives you an organized view of all changes and helps prioritize tasks easily. 📋✅ 3️⃣ Schedule Regular Client Check-ins: Hold weekly meetings to discuss change requests, clarify details, and set expectations. This minimizes misunderstandings and keeps everyone aligned. 🤝🗓️

Managing client changes in CAD projects is certainly challenging, it requires structure and accountability. Here’s how I handle it: • Document Every Change: Maintain a detailed log of requests, including who made them, when, and why, to keep a clear trail. • Set Boundaries: Define the number of revisions included in the scope and clarify what counts as a major change upfront. • Use Change Orders: For out-of-scope changes, issue a formal change order with cost and timeline impacts. • Leverage Tools: Use CAD tools like Autodesk Vault to track revisions and maintain version control. • Schedule Check-Ins: Regular reviews help catch unclear feedback early and avoid surprises later. Hope, this is useful.

When working with clients, it’s crucial to track all requests and changes in writing. While phone calls are useful for initial contact, all other communication should be conducted via email to maintain a clear record for future reference. Clients may unintentionally change their minds, leading to lost time and resources. To prevent this, save all requests and decisions, enabling you to professionally address any discrepancies and highlight their impact on the project. The easiest way I have found to do this is to save a PDF of all email communication. This written record also ensures all client requirements are met, fostering accountability and clear communication throughout the process.

To stay in track of the clients growing demands and changes, implement a Change Request Management System to log, prioritize, and document every client request with approvals. Use version control tools in your CAD software to track design iterations and changes systematically. Regularly share progress reports or conduct meetings and updated timelines with clients, ensuring clarity on the impact of requested changes.

It's called 'change notice'. When the customer asks for a change, the provider quotes what that change will cost and submits it to the customer. If the customer approves, the cost is added to the project. This process is also used to track changes in the build, not just the design.