Freeze the authorised commercial scope
Record request, site claim, drawing references, estimate edition, exclusions and approval source.
Workflow blueprint
Electrical contractor software should preserve commercial authority without pretending to certify the installation
A job evidence file, not electrical design, licence verification, isolation control, technical inspection, code certification or invoice entitlement.
Version the customer scope, bind drawings and estimate sources, control work packets and material custody, then separate test evidence and variations from commercial review.
TL;DR — Version the customer scope, bind drawings and estimate sources, control work packets and material custody, then separate test evidence and variations from commercial review.
Release a traceable work packet
Relate tasks, access conditions, material request, responsible team and technical authority boundary.
Preserve field and test sources
Keep reported work, issue and return custody, observation, test document and open defect separate.
Route variation and invoice candidates
Connect changed instruction, price source, approval response and eligible commercial evidence for review.
Page-specific decision aid
A customer request, site, scope edition, drawing reference, estimate authority, work packet, material custody, test source, variation and invoice handoff file
The file follows a retail fit-out from approved scope to issued cable, changed site instruction, reported work and test attachment. A disputed variation stays outside the invoice candidate until the commercial owner responds.
- ✓An approved quote is not a safe method.
- ✓A test attachment is not Codeblix certification.
- ✓Reported completion is not invoice entitlement.
Scope first
What Codeblix would confirm before implementation
This page is an operational blueprint. The final workflow, screens, permissions and integrations depend on your current process and agreed implementation scope.
- ✓Superseded drawings remain attached to prior work
- ✓Technical and commercial approvals stay separate
- ✓Test documents retain issuer and edition
- ✓Site drawing design scope worker licence isolation safety material installation test compliance variation entitlement and invoice accuracy excluded
Relevant Codeblix foundations
Review the existing product areas that support the proposed workflow.
Use the related planning tools
Run the operational calculation, save the result in the URL and share it with your team.
Map this workflow to your operation
Tell Codeblix how work moves today. We will confirm the practical scope before proposing an implementation.
Discuss your workflow