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Estimates & Quoting

Change Order Generator from Voice Notes

Copy-Paste Script 3 hours
DocuSignPandaDocAirtable

The Problem

Tech finds extra work mid-job, does it, and the customer disputes the charge three weeks later. You eat $800 because there was no signed change order. This automation turns a 60-second voice note into a formatted change order PDF emailed for signature within 5 minutes.

How It Works

Input

Tech records 60-second voice note describing scope change

Transformation

Whisper transcribes. AI extracts: what changed, why, materials, labor, cost. Formats change order referencing original scope.

Output

PDF change order emailed for signature within 5 minutes. Logged to job record.

Importable Templates

Make.comDocuSign from Airtable records
n8nTranscribe audio with Whisper and GPT

PRD

prd here

RolesField TechOffice Manager
IndustriesHVACRoofingGeneral ContractorRemodeling
PrinciplesTurn Unstructured into StructuredReduce Time-to-Cash