04 · Crew member
Charlie
Connects Preconstruction • Operations • Management
Your Change Order Detection Agent
Charlie is the crew member that closes the gap between 'the scope changed' and 'the owner got billed for it.' He spots cost and scope deviations against the baseline, drafts the change order with the right line items, and routes it for a one-click approval before it ever gets lost in a PM's inbox.
Fully customizable to your workflow — this is one common starting configuration, not a strict playbook.
Charlie
sms
Step by step, with a human checkpoint at every decision.
- 01
Cost increase detected in ERP or Excel
Charlie continuously monitors your Excel job cost sheets and ERP entries for any unexpected cost increases or scope changes.
- 02
Linked to project activity
Each change is tied to the relevant job, task, or line item so you know exactly where it occurred.
- 03
Change order drafted automatically
When a deviation is detected, Charlie drafts a detailed change order with all the relevant information.
- 04
Approval requested
The draft change order is routed to the appropriate manager or PM for quick review and approval.
- 05
Recorded in system
Once approved, the change order is logged in your system, keeping budgets, forecasts, and billing fully up to date.
- 06
Real-time cost oversight
You get instant visibility into scope changes, ensuring work outside the original plan is tracked and managed.
What shows up on the bottom line.
All work billed accurately
Ensures every scope change or cost increase is captured and billed, reducing lost revenue.
Automatic change order creation
Drafts change orders immediately when costs spike, eliminating manual tracking.
Improved project accountability
Keeps PMs and finance teams aligned, making scope changes transparent and easier to manage.
Not limited to these — if it's in your stack, we connect to it.
What teams ask before deploying Charlie.
- 01
Can Charlie automatically draft change orders when costs spike?
Yes. Charlie continuously monitors your Excel and ERP entries for unexpected cost increases. When a deviation is detected, he drafts a detailed change order instantly, so you don't miss revenue opportunities without manual tracking.
- 02
How do I ensure all work outside the original plan gets billed?
Charlie links every cost increase to the specific job, task, or line item, ensuring no work goes undocumented. Every change order is tracked and logged in your system once approved, keeping budgets, forecasts, and billing fully up to date.
- 03
Can Charlie prevent missed change orders across multiple projects?
Absolutely. Charlie monitors all projects simultaneously and flags deviations in real time. Nothing slips through the cracks, so you maintain full oversight across your portfolio without manually checking each job.
- 04
How can I see which job, task, or line item caused a cost increase?
Charlie ties every cost change directly to its source in your Excel tracker or ERP. You get clear, actionable visibility into exactly where the overrun or scope change occurred, making it easy to review, approve, and manage accountability.
See Charlie in action.
A live walkthrough of how Charlie actually works — what gets picked up, the calls made along the way, and where it hands back to your team.