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OperationsDraft and approveSmall business

Construction change order record

Collect messages, photos, drawings, cost, and schedule impact into a review-ready change order.

What this workflow does

Collect messages, photos, drawings, cost, and schedule impact into a review-ready change order. It produces a source-linked draft, validates it against policy, and keeps publication or system updates behind an explicit approval.

What you gain

Extra work has evidence, price, and approval before crews proceed.

What the AI agent changes

How this worked before

Templates could merge known fields, but they could not understand source documents or adapt the draft to exceptions.

What the AI agent changes

The agent reads source material, drafts the right version for the case, cites evidence, and leaves the final send or write to a person.

Agent trigger

A field condition or client request changes the approved scope.

Inputs

  • Process context: contract scope, request, site photos, drawings, estimate, schedule, and approvals
  • Approved policies, ownership, and exception rules

Agent flow

  1. 1

    Assemble the current source material, template, and policy version.

  2. 2

    Draft only claims that can be linked to allowed evidence.

  3. 3

    Prepare a cited change description, cost, schedule impact, and approval path and mark every unresolved exception.

  4. 4

    Publish or write back only the approved version.

Human decisions

After step 3

The accountable process owner approves a cited change description, cost, schedule impact, and approval path.

Outcome

  • Client-approved change order package
  • Evidence, exceptions, and audit trail

Guardrails

  • Never publish, send, or post without the named approval.
  • Keep templates, policies, and source timestamps visible to the reviewer.

Risks and mitigations

Unsupported claims can enter a customer-facing or regulated record.

Attach evidence to material claims and block approval when citations are missing.

Sources and evidence