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AI PromptsCategoriesQuotes

📝 Track Change Orders Against the Original

Turn the way you already price work into an app that sends, chases, and closes quotes on its own. These prompts build the whole estimate loop: a price book you control, a builder that does the arithmetic, a link the customer accepts with one tap, and the follow-up that happens whether or not you remember.
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Track Change Orders Against the Original

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Jobs grow after I quote them and I never charge for half of it. Build me a change order app. Every change record links to the original quote and holds what changed, who asked for it, the date, the extra cost, the extra time, and a status of Proposed, Approved, Rejected or Done. Show a running total of approved changes against the original quoted value so I can see how far the job has moved. Give the customer a link where they see the change, the price and the time impact, and approve or decline it. Add an AI agent that watches the changes on a job and warns me when the approved extras pass a percentage of the original value, and that drafts the wording of each change in plain language the customer will actually understand. Automate two things: remind me about any change still sitting Proposed after two days, and send a scheduled weekly summary of change value by job. Two logins: a site lead who raises changes, and an owner who prices and approves them.

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STATUS · LIVE
v1

01 / Spark - intelligence awakens

Track Change Orders Against the Original

Capture, price, and get sign-off on every change to a quoted job, with running totals against the original figure.

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// the spark catches · intelligence awakens · the answer unfolds

The job that loses money is rarely the one you quoted wrong. It is the one that grew and nobody wrote it down. This makes every change a priced, agreed record.

What's Included

  • A change record linked to the original quote, with what changed and who asked.
  • A price and a time impact on every change, not just a price.
  • Customer sign-off captured before the work happens, on a link.
  • An assistant that spots when the changes have quietly outgrown the original job.

How To Use

  1. Raise the change before you do the work. Afterwards it is a discussion, not an invoice.
  2. Always record the time impact. Schedule slip costs more than most extras earn.
  3. Show the running total against the original so nobody is surprised.
  4. Review changes at handover so the next quote of that type is more accurate.

Roll the agreed total into the quote to invoice handoff, and keep the scope tight with a statement of work.

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