Prime contract change order (CO) to client email template
Default template
Default template: CO.html
Upload feature category: Change Order (CO)
Bookmark formatting
All bookmarks and fields within a table must be enclosed with squiggly brackets {} as shown in the example below.
- Bookmark Name: ProjectNumber
- Bookmark in HTML Template: {ProjectNumber}
Bookmarks - General project information
- ProjectNumber
- ProjectTitle
- ProjectDescription
- ProjectAddress1
- ProjectAddress2
- ProjectCity
- ProjectState
- ProjectZipCode
- ProjectCountry
- ProjectPhone
- ProjectFax
Bookmarks - Project bid date, plan room info, estimated dates, and stakeholders
- ProjectOwnerBidDate
- ProjectOwnerBidTime
- ProjectPlanRoomInfo
- ProjectStartDate
- ProjectFinishDate
- ProjectSalesPerson
- ProjectSalesPersonMobilePhone
- ProjectSalesPersonEmailAddress
- ProjectSalesPersonTitle
- ProjectBidContact
- ProjectBidContactMobilePhone
- ProjectBidContactEmailAddress
- ProjectBidContactTitle
- ProjectManager
- ProjectManagerMobilePhone
- ProjectManagerEmailAddress
- ProjectManagerTitle
Bookmarks - Architect referenced on prime contract
- ArchitectPrefix
- ArchitectFirstName
- ArchitectMiddleName
- ArchitectLastName
- ArchitectSuffix
- ArchitectContact
- ArchitectTitle
- ArchitectMobilePhone
- ArchitectEmail
- ArchitectCompanyCode
- ArchitectCompany
- ArchitectAddress1
- ArchitectAddress2
- ArchitectCity
- ArchitectState
- ArchitectZipCode
- ArchitectCountry
- ArchitectPhone
- ArchitectPhone2
- ArchitectFax
- ArchitectWebsite
- ArchitectGovTaxID
Bookmarks - Prime contract number, type, subject, and scope
- PrimeContractNumber
- PrimeContractType
- PrimeContractWorkSubject
- PrimeContractWorkScope
- PrimeContractInclusions
- PrimeContractExclusions
- PrimeContractClarifications
Bookmarks - Prime contract specific address
- PrimeContractAddress1
- PrimeContractAddress2
- PrimeContractCity
- PrimeContractState
- PrimeContractZipCode
- PrimeContractCountry
- PrimeContractPhone
- PrimeContractFax
Bookmarks - Prime contract status and dates
- PrimeContractIssueDate
- PrimeContractIssueDateSpelled
- PrimeContractStatus
- PrimeContractSignedDate
- PrimeContractSignedDateSpelled
- PrimeContractNTPDate
- PrimeContractEstStartDate
- PrimeContractEstSubstantialCompletion
- PrimeContractEstFinishDate
Bookmarks - Prime contract retainage percentages, original contract amounts, damages or incentives per day
- PrimeContractWorkRetainagePercent
- PrimeContractMaterialRetainagePercent
- PrimeContractSubtotal
- PrimeContractSubtotalSpelled
- PrimeContractTaxTotal
- PrimeContractTaxTotalSpelled
- PrimeContractTotal
- PrimeContractTotalSpelled
- PrimeContractGMP
- PrimeContractLiquidDamagesPerDay
- PrimeContractIncentivePerDay
Bookmarks - CO - From (prime company or contractor)
- FromPrefix
- FromFirstName
- FromMiddleName
- FromLastName
- FromSuffix
- FromContact
- FromTitle
- FromMobilePhone
- FromEmail
- FromCompanyCode
- FromCompany
- FromAddress1
- FromAddress2
- FromCity
- FromState
- FromZipCode
- FromCountry
- FromPhone
- FromPhone2
- FromFax
- FromWebsite
- FromGovTaxID
Bookmarks - CO - To (owner or client)
- ToPrefix
- ToFirstName
- ToMiddleName
- ToLastName
- ToSuffix
- ToContact
- ToTitle
- ToMobilePhone
- ToEmail
- ToCompanyCode
- ToCompany
- ToAddress1
- ToAddress2
- ToCity
- ToState
- ToZipCode
- ToCountry
- ToPhone
- ToPhone2
- ToFax
- ToWebsite
- ToGovTaxID
Bookmarks - General CO information
- CONumber
- COOrderNumber
- COIssueDate
- COInitiatedBy
- COSubject
- CODescription
- CORefDrawing
- CORefLocation
- CORefRFI
- CORefSpecSection
- CORefOther
- COStatus
- COSignedDate
Bookmarks - Current CO schedule and financial impact information
- COScheduleImpact
- COScheduleImpactSimple
The number of days or TBD, without descriptive text.
- COSubtotal
- COSubtotalSpelled
- COTaxTotal
- COTaxTotalSpelled
- COTotal
- COTotalSpelled
Bookmarks - Previous approved CO summary
- PreviousCOSubtotal
- PreviousCOSubtotalSpelled
- PreviousCOTaxTotal
- PreviousCOTotal
- PreviousCOTotalSpelled
Bookmarks - Previous revised contract
- PreviousRevisedPrimeContractSubtotal
- PreviousRevisedPrimeContractSubtotalSpelled
- PreviousRevisedPrimeContractTaxTotal
- PreviousRevisedPrimeContractTotal
- PreviousRevisedPrimeContractTotalSpelled
Bookmarks - Current revised contract bookmarks
- CurrentRevisedPrimeContractSubtotal
- CurrentRevisedPrimeContractSubtotalSpelled
- CurrentRevisedPrimeContractTaxTotal
- CurrentRevisedPrimeContractTotal
- CurrentRevisedPrimeContractTotalSpelled