Spots the change event.
Reads daily logs, meeting transcripts, RFI replies, owner emails. Flags directed work, scope adds, design changes, schedule impacts. The trigger comes to you, not the other way around.
Change Order Clerk
Every change captured. Before margin walks out the door.
Reads emails, meeting notes, and field reports for change events. Drafts the PCO with a cost basis. Tracks the chain from PCO to COR to executed CO. Mirrors approved owner COs to your sub commitments.
A change order desk that closes the loop both ways.
Drafts the PCO with a cost basis.
Labor hours, material, equipment, sub pricing, markup. Pulled from your cost codes and current vendor pricing. Time impact analysis when the schedule's affected.
Tracks the chain.
PCO submitted. COR submitted. Owner review. Executed CO. Each stage tracks aging, owner contact, last touch. Stalled items get a nudge.
Mirrors to your sub commitments.
Owner CO executed for added scope? The agent drafts the corresponding sub CO against the original commitment, routes for sub signature. Owner-to-sub gap closes itself.
14 change events. 9 PCOs drafted. 3 ready for executed CO.
CHANGE ORDER CLERK · RUN #67 · WEDNESDAY 7:30AMLive
Inputs collected
- Change triggers14 events flagged from daily logs, emails, meetings.
- Open PCOs23 in pipeline, $1.8M exposure, average age 11 business days.
- Executed COs8 owner COs approved in the last 30 days.
- Sub commitments42 active subcontracts across 7 jobs.
Outputs produced
- New PCOs drafted9 with cost basis and time impact attached.
- Status updates3 PCOs converted to COR. 2 CORs ready for executed CO.
- Sub COs drafted5 sub COs mirrored from approved owner COs.
- DeliveredPCO drafts to PMs. Status roll-up to ops VP. Aging list to controller.
Questions about the Change Order Clerk.
It reviews sources such as daily logs, meeting notes, RFI responses, and project emails for directed work, scope additions, design changes, and schedule impacts that may require a change order.
The agent can assemble the cost basis using labor, material, equipment, subcontractor pricing, markup, and relevant cost-code information. Your team reviews the draft before it moves forward.
Yes. It tracks the progression from a potential change order through customer review and execution, including aging, status, and the last follow-up.
When an owner change is approved, the agent can prepare the corresponding subcontractor change against the original commitment and route it for review and signature.
Catch the change. Keep the margin.
A 20-minute walkthrough where we run the change order clerk on a sample of your active jobs. You see the PCOs surface themselves.