Automate HVAC Scope of Work Template Validation

The Scope Checker Agent cross-checks HVAC scope of work templates against the full project file set, including specifications organized under adjacent CSI MasterFormat divisions. It compares line items across subagreements for multiple trades, flagging where two subcontractors claim the same work or where interface items like BAS wiring, interlock responsibilities, or code-required accessories appear in one trade's drawings but not in any trade's contractual scope. The Scope Checker Agent documents each overlap with references to the specific contract clauses, spec sections, and drawing details involved.

The Scope Checker Agent compares every requirement visible in project files against what is contractually assigned across all subagreements and the prime contract. Work that appears in drawings or specifications but has no corresponding contractual assignment is flagged as a scope gap. Subcontractor exclusions receive specific analysis: the Scope Checker Agent evaluates whether excluded items are covered elsewhere or represent unassigned risk. These gaps surface during preconstruction review, when they are less disruptive and less costly to resolve than field-discovered gaps.

No. The Scope Checker Agent generates recommendations, discrepancy documentation, and risk flags. It does not execute change orders, override contractual terms, or make binding decisions. Project teams review agent-produced findings and apply judgment about trade negotiations, owner discussions, and risk allocation. The Scope Checker Agent eliminates the hours of manual cross-referencing that precede those judgment calls.

The Scope Checker Agent monitors drawing sets synced from Procore and automatically prioritizes the most recent revision for all cross-referencing. When a new revision introduces scope changes, the Scope Checker Agent compares it against the prior version and flags discrepancies that affect existing contractual scope definitions. This prevents the common problem of scope templates validated against superseded drawings, where field teams discover conflicts only during installation.

The Scope Checker Agent connects to SharePoint and Procore across the project portfolio, applying the same validation logic to each project's project file set. Operations leaders receive compliance gap reports and risk assessments per project, with high-risk items flagged using the same workflow. This enforces a single standard for scope validation regardless of which project manager owns the job.