Change order management involves logging a scope change, pricing it against current rates, drafting a formal document, and chasing client sign off before work continues.
An automation reads incoming change requests, matches them to job scope and rates, and drafts a priced change order ready for review. It then routes the document for signature, tracks its status, and updates the job budget once approval is confirmed.
The full workflow, from trigger to completion.
A client or site change request email lands and starts the workflow automatically.
The request is parsed and added as a new row in the shared variation tracker with job and date details.
The automation matches the request against job drawings and rate data, calculates the price impact, and drafts the change order.
For changes over the pre-set threshold, the estimator checks and adjusts the draft pricing before it goes out.
The finished change order is sent to the client for signature.
Once signed, the variation is added to the job budget and the signed copy is filed with a confirmation email to the site team.
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