Quotes · Money

Change-order summaries the customer can sign the same day

When the scope changes mid-job, the tech sends a quick note and Cowork drafts a clear change-order summary with the price difference, ready to send for signature through Docusign.

For: Electricians, Plumbers, HVAC contractors, LandscapersBy John DietrichUpdated

The problem

Scope changes get agreed on a driveway and remembered differently at invoice time. Writing them up properly takes a few minutes the tech doesn't have, so it doesn't happen, and the argument comes later.

What Cowork does

  1. The tech emails or texts a short note to an ops address: what changed and the agreed price.
  2. A task every two hours reads new change notes and the original quote from Jobber.
  3. It drafts a one-page change order: original scope, the change, price difference, new total, and any schedule impact.
  4. It prepares a Docusign envelope draft or a Gmail draft with the document attached for the office to send.

Where the draft lands

A change-order document in Drive plus a Docusign draft or Gmail draft.

What stays with you

Confirming the price with the customer and sending for signature.

Change order (Docusign draft)Example · Cedar Plumbing is fictional

Original scope: replace kitchen faucet and supply lines, $640.
Change: shutoff valves under sink are seized; replace both (customer agreed on site with Luis, 10:40 AM).
Price difference: +$185. New total: $825. Schedule: no change.
Please sign to approve.

Watch-outs

  • Contract language should come from your template, not from the draft. The draft fills in the facts.
  • Docusign's connector is official, but test whether sending needs in-Claude approval on your plan.

Questions owners ask

Do small shops need formal change orders?

If you've ever had an invoice argument about extra work, yes. A short signed summary is usually enough.

Can it update the Jobber job?

Not with the official connector. Composio can update jobs, if available.

Connector capabilities checked October 2026 against Anthropic and vendor documentation; they change, so confirm before you buy anything. Workahead is independent and not affiliated with Anthropic.