Free resource / Freelance project records
Give extra client work a clear record.
A request arrives in a call or message. Capture what changed while it is fresh, and keep the response beside it.
This template is a practical starting point for your own records. Download the text version or print this page. Keep client details private.
Download the editable text template ↓Client extra — request record
Project / client:
________________________________________________
Original agreed work (reference):
________________________________________________
New request and deliverable:
________________________________________________
Proposed added fee and currency:
________________________________________________
Estimated effort and schedule impact:
________________________________________________
Proposal sent on / via:
________________________________________________
Actual client response and source reference:
________________________________________________
Invoice reference, if issued:
________________________________________________
Keep the stages separate.
- Draft: record the request and proposed details.
- Sent: keep the version you shared and where you sent it.
- Response: record what the client actually said and its source.
- Invoice reference: add it after you issue an invoice through your usual process.
This record does not independently verify approval, create a contract or generate an invoice. Keep original correspondence. Invoiced does not mean paid.
Keep it together on your iPhone.
Scope Tally keeps the original scope, each extra request and approved work still to invoice in one place. Two active projects and PDF proposals are free.
Optional one-time Plus. No subscriptions or ads.