A scope-of-work workspace for construction trades and general contractors covering trade scope, materials list, schedule milestones, explicit exclusions, and change-order detection from field reports with the AI Field Agent in Taskade.
What's Included
- Trade Scope Inventory: Line-item work scope with acceptance criteria and owner.
- Materials List: Specifications, quantities, and supplier per material item.
- AI Field Agent: Reads field reports, daily logs, and RFIs; flags work outside the original SOW.
- Schedule Milestones: Gantt view with critical-path tracking and weather-day allowances.
- Exclusion Register: Explicit out-of-scope items so change-order conversations have clear precedent.
Why This Template Wins
- Field-report scope detection: AI Field Agent surfaces out-of-scope work from the daily log, not from a billing dispute.
- Materials variance flagged: Substituted materials trigger automation for owner approval before installation.
- Critical path protected: Weather and inspection delays accounted at SOW, not absorbed by the trade.
How to Use
- Clone this template into your Taskade workspace.
- Customize trade scope, materials, and schedule.
- Connect Procore, DocuSign, your project tool.
- Train the AI Field Agent on the SOW.
- Set up automation triggers for change-order routing and material-variance approvals.
FAQ
Does this work for trade contractor vs general contractor SOWs?
Yes. Trade-contractor emphasizes line-item work scope and materials; GC emphasizes coordination scope and milestone roll-up. Switch the active role in workspace settings.
Can the agent detect out-of-scope field work?
Yes. Train the agent on the SOW's line items. It reads field reports and daily logs, flags work that doesn't trace to a defined line item.
What plan supports a construction SOW?
Pro ($16/mo annual) handles the team. Business ($40/mo) adds the audit logs and approval workflows construction owners typically require.
CTA
Try this template free in Taskade. For agent setup, see /learn/agents/custom-agents. Pair with Project Management Templates. Browse construction apps in the Community Gallery.
