Electrical Change Orders
Full Feature Breakdown

Every Tool You Need to Build a Change Order

From document upload to branded proposal package — Electrical Change Orders handles extraction, baseline-aware change identification, takeoff generation, narrative writing, risk scoring, code compliance, email drafts, and final submission in one platform. With a built-in Electrical Expert Assistant and persistent CO Context.

Core Workflow

Upload documents, identify changes against the base contract, and generate a takeoff-ready change order.

Document Extraction

Upload CCDs, RFIs, ASIs, specs, quotes, T&M tickets, field tickets, invoices, and emails. The system extracts scope directives, quantities, labor hours, and key details automatically — including embedded drawing references.

  • Supports PDF, images, scanned forms, and email formats
  • Extracts quantities, directives, labor hours, and scope language
  • Handles multi-page spec books and drawing sets
  • Re-extract without re-uploading — run extraction again on one document or all documents
  • 10MB+ files processed via text fallback for reliability

Baseline-Aware Change Identification

The system reads your CO documents against the base contract and project specs to identify every scope change. It compares against baseline job documents and can use prior CO context so you catch included scope, overlap, and prior commitments before wasting time pricing the wrong thing.

  • Compares CO docs against base contract scope, inclusions, and exclusions
  • Uses prior CO packages for consistency and overlap detection
  • Creates individual change items with evidence references
  • Identifies system, area, and scope type automatically
  • Automatic CO title generation from findings
  • Supports batch assignment of commercial disposition

Contract Scope Extraction

Extract base scope, inclusions, exclusions, assumptions, stricken items, margin notes, and decisions from contract documents. Apply them into the job workflow so every CO is reviewed against the actual contract — not just the change documents.

  • Extracts base scope, inclusions, exclusions, and assumptions from contract documents
  • Captures stricken items, margin notes, and documented decisions
  • Applied into the job workflow for baseline-aware change identification
  • Ensures every CO is reviewed against the actual contract commitments
  • Prevents pricing scope that is already included in the base contract

Accubid-Ready Takeoff Builder

Generate itemized or assembly-mode takeoff from identified changes. Quantities are sourced from documents with confidence scoring. Export in CSV or TSV format with tracking for whether items were entered in Accubid.

  • Assembly mode (grouped by change) or itemized mode
  • Accubid-compatible export (CSV + TSV) with entry tracking
  • Quantity confidence scoring (high/medium/low)
  • Verification flags for uncertain quantities
  • Recipe engine for 20+ electrical component types
  • Narrative copy, takeoff exports, and tracking in one workflow

Intelligence Layer

The Expert Assistant, CO Context, and Code Compliance work together to make every change order stronger, more defensible, and more accurate.

Electrical Expert Assistant

Core Feature

A specialized electrical assistant — not generic chat. It knows your job, CO, project specs, and prior change orders. It is aware of NEC code, RSMeans productivity rates, and commercial construction practices. It returns sources used and helps with scope review, narrative refinement, code questions, and change order justification.

  • Context-aware: knows your job, CO, documents, and project specs
  • Ask electrical and NEC code questions with specific section references
  • Review scope language and catch contradictions between assumptions and exclusions
  • Refine narrative inclusions, exclusions, and clarifications
  • Strengthen justification language for selling the change order to the GC
  • Flag NEC code violations — conduit fill, voltage drop, conductor sizing, derating
  • Search project specs and prior CO packages for relevant context
  • Generate and rewrite email drafts directly from the conversation
  • Update narrative sections with an Apply button — no copy/paste required
  • Sources cited with document and spec references

CO Context / Project Context

Core Feature

Add real-world context that is not in the documents — verbal direction from the GC, overtime approval, access restrictions, field conditions, owner expectations, and agreed clarifications that should shape the change order. The system uses this context during change identification, takeoff generation, narrative writing, email drafting, risk analysis, and Expert Assistant conversations.

  • Verbal GC direction and field conditions
  • Overtime approval and access restrictions
  • Owner expectations and agreed clarifications
  • Prior commitments from earlier COs
  • Context applied to narratives, inclusions, exclusions, assumptions
  • Context applied to risk analysis and email drafts
  • Context used by the Expert Assistant in every conversation
  • Persists across the entire CO package lifecycle

Code Compliance Alerts

Core Feature

The Expert Assistant flags NEC code violations during conversation — conduit fill, voltage drop, conductor sizing, support spacing, grounding, box fill, and derating. Alerts are stored, deduplicated, and displayed on the Final Analysis dashboard. Code alerts feed into narrative generation as automatic inclusions.

  • Flags NEC violations: conduit fill, voltage drop, conductor sizing
  • Covers derating, grounding, box fill, and support spacing
  • Alerts stored per CO and displayed on Final Analysis dashboard
  • Deduplicated by code section and title
  • Feeds into narrative generation as code-justified inclusions
  • Expert Assistant helps defend code-driven costs to the GC

Output & Review

Narratives, risk scoring, email drafts, branded PDF proposals, and a full audit trail — everything needed for pricing and submission.

Scope Narratives

Professional narratives with structured inclusions, exclusions, assumptions, and clarifications. The Expert Assistant helps refine scope language, catch contradictions, and strengthen justification. Ready for GC submission.

  • Structured sections: inclusions, exclusions, assumptions, clarifications
  • Plain text and rich text copy options
  • Sellable justification-focused language
  • Automatic rough-in/full-install scope distinction
  • Expert Assistant can edit sections directly with Apply button

Risk Scoring

Automatic risk flags for missing quantities, unclear scope, coordination gaps, commercial exposure, and code compliance concerns. Risks are scored and linked to specific change items.

  • Spec-aware risk analysis using your project specs
  • Coordination gap detection across trades
  • Missing quantity and unclear scope flags
  • Open / Acknowledged / Resolved status tracking
  • Batch resolve and acknowledge for efficiency

Spec Vault

Upload project specifications once per job. The system indexes and searches them during change identification, risk scoring, narrative generation, and Expert Assistant conversations — so your COs reference the right spec sections.

  • Upload specs at the job level, shared across all COs
  • Intelligent chunking by section (Div 26, 27, 28 priority)
  • SHA-256 dedup prevents re-indexing identical files
  • Expert Assistant cites spec sections and page numbers

Email Drafts & Justification

Generate email drafts for GC submission with 19 tone options. The Expert Assistant helps strengthen justification language, rewrite drafts, and apply edits directly. Three drafts per generation with banned-phrase scrubbing.

  • 19 tone options (formal, direct, assertive, etc.)
  • 3 draft variations per generation
  • Expert Assistant rewrites and applies edits directly
  • Automatic signature name resolution
  • Banned-phrase scrubbing for professional output

Branded PDF Proposal Package

Generate a client-facing branded PDF change order proposal with your company logo, project details, scope of work, pricing summary, and signature block. Three output options: estimating takeoff, internal review, and client-facing proposal.

  • Company branding: logo, name, address, phone, email
  • Full CO package: scope, inclusions, exclusions, assumptions, pricing
  • Takeoff summary by category with pricing
  • Source document references and backup index
  • Optional signature and acceptance section

Review Log & Audit Trail

Full audit trail of every change, revision, finalize, and reopen action. Every decision is logged with timestamps, user info, and reasons. Finalize with edit lock, reopen with reason logging, and snapshot history.

  • Automatic logging of all pipeline actions
  • Finalize with snapshot and completeness check
  • Reopen with required reason logging
  • Exportable review history per CO

Cross-CO Context

Toggle on cross-CO context to let the system reference prior CO packages when building new ones. Useful for multi-phase projects where scope builds on previous changes.

  • Toggle per CO package (default on)
  • Select which prior COs to include
  • Retrieval-only search across prior CO docs
  • Sources displayed with locator references

Re-Extract Without Re-Uploading

Run document extraction again on one document or all documents without re-uploading files. Useful when you have added context, updated specs, or want to capture additional details the first pass may have missed.

  • Re-extract single document or all documents
  • No re-upload required — uses existing files
  • Picks up new context and spec updates
  • Preserves existing change items and takeoff data

T&M Ticket and Field Ticket Processing

Upload signed work authorizations, T&M tickets, emailed labor summaries, scanned forms, or photos of handwritten field tickets. The system extracts labor, material, dates, approvals, and scope to generate a clean CO package with narrative, takeoff, and backup references.

  • Supports PDF AWA forms, T&M tickets, emailed PDFs, scanned field tickets, and photos of handwritten tickets
  • Extracts ticket number, date, requesting and approving party, signatures, worker names and classifications
  • Extracts regular, OT, and DT hours plus material descriptions, quantities, and equipment
  • Generates CO title, scope narrative, inclusions, exclusions, assumptions, and schedule impact
  • Produces labor and material summary, backup index, and branded CO proposal package
  • Handles handwritten notes, approval status, and source document references

Three-Point Labor Estimate

See low, current, and high labor-hour views based on takeoff quantities and identified project risks. Designed for PM and estimator review before final pricing — not automatic pricing. Helps teams understand labor exposure before committing to a number.

  • Low estimate based on base production rates
  • Current estimate with difficulty factors and project adjustments applied
  • High estimate reflecting risk exposure and worst-case conditions
  • Risk count shown alongside each estimate level
  • Designed for review before pricing — not a replacement for estimator judgment
  • Helps PMs and estimators have a grounded conversation about labor hours

See It in Action

Upload your first set of CO documents and see what you get. The Expert Assistant is ready to help from day one.