How to turn a field issue into a change order
Convert a flagged field note or AI Monitor opportunity directly into a change order draft.
3 min read Updated June 15, 2026
change order
field notes
ai monitor
workflow
From a flagged field note
- 1Open the project and go to the Field Notes tab.
- 2Find a note marked with change order potential.
- 3Click Convert to Change Order.
- 4Review the pre-filled scope narrative and edit as needed.
- 5Add labor, material, and schedule impacts.
- 6Save or send for approval.
From AI Monitor
- 1Open the project and go to the AI Monitor tab.
- 2Review a detected opportunity and its confidence score.
- 3Click Convert to CO Draft to accept it, or Ignore to dismiss it.
- 4Finish documenting the draft and send it for approval.
Why this matters
Converting directly from a field note or daily field report keeps the original date, description, and photo evidence linked to the change order — which strengthens it.
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