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.

What it does

A change order desk that closes the loop both ways.

01

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.

02

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.

03

Tracks the chain.

PCO submitted. COR submitted. Owner review. Executed CO. Each stage tracks aging, owner contact, last touch. Stalled items get a nudge.

04

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.

A sample run

14 change events. 9 PCOs drafted. 3 ready for executed CO.

CHANGE ORDER CLERK · RUN #67 · WEDNESDAY 7:30AMLive
Inputs collected
  • Change triggers
    14 events flagged from daily logs, emails, meetings.
  • Open PCOs
    23 in pipeline, $1.8M exposure, average age 11 business days.
  • Executed COs
    8 owner COs approved in the last 30 days.
  • Sub commitments
    42 active subcontracts across 7 jobs.
Outputs produced
  • New PCOs drafted
    9 with cost basis and time impact attached.
  • Status updates
    3 PCOs converted to COR. 2 CORs ready for executed CO.
  • Sub COs drafted
    5 sub COs mirrored from approved owner COs.
  • Delivered
    PCO drafts to PMs. Status roll-up to ops VP. Aging list to controller.

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.