New AI scope of work capabilities help contractors create professional client scopes and give technicians clear project direction directly within the work order.
November 12, 2026 — ProjX360 today announced the release of two new AI-powered capabilities: AI Proposal Scope of Work and AI Technician Project Scope of Work. Available beginning November 12, these enhancements help contractors reduce manual writing, communicate project expectations, and strengthen the handoff from sales to production.
Built directly into ProjX360, the new tools use information already included in proposals to create scopes tailored to two different audiences: the client approving the work and the technicians responsible for completing it.
AI Scope of Work: Professional Proposals with Less Manual Writing
The AI Proposal Scope of Work helps users turn proposal details into a clear, professional, client-facing description of the planned work. Users select a predefined writing style, and ProjX360 uses the proposal information to generate a formatted scope directly within the Scope of Work editor.
The result gives clients an understandable explanation of the proposed systems and work while giving the sales team a starting point they can review, edit, and finalize before presenting the proposal.
One Technical Scope Across Selected Proposals and Change Orders
The AI Technician Project Scope of Work helps project managers translate sold work into practical direction for the installation team. Users can select multiple proposals and change orders within a project and generate one combined technical scope.
The scope organizes relevant work by system and area, incorporates key manufacturers and models where appropriate, and preserves relevant installation requirements, assumptions, and exclusions. It is written in the voice of a project manager explaining the work to a lead technician, with a format that is easy to follow on a phone or tablet in the field.
Technicians can view the generated project scope directly within the work order, eliminating the need to jump between multiple scope documents to understand the selected work. With the scope alongside the detailed equipment and work order information, technicians can stay in the work order and access the direction and details they need to complete the work successfully.
By bringing selected project information into one technical narrative and making it accessible where technicians work, the feature supports a more consistent sales-to-production handoff and helps teams understand how the work fits together.
“Clear communication is one of the biggest factors in keeping a project moving,” said Doug Greenwald, founder of ProjX360 and co-owner of Creative Sound & Integration. “Our clients need to understand what they’re buying, and our technicians need to understand what they’re expected to install. Having that technical scope right in the work order gives our field teams clear direction where they already work, without having to piece it together from multiple documents.”
Both capabilities keep users in control of the final scope. Generated content can be reviewed and edited before it is shared with a client or used by the installation team.
The release expands ProjX360’s connected workflow from proposal development through project execution, helping contractors spend less time assembling documentation and more time managing their work.
To learn more or schedule a demonstration, visit projx360.com/demo/schedule.
About ProjX360
ProjX360 is a comprehensive business and project management platform designed for custom integrators, electrical contractors, and other project-based service companies. Built around the principle of “One Location. One Project. Everything in One Place,” ProjX360 keeps proposals, change orders, documents, purchasing, inventory, work orders, time tracking, invoicing, and service history connected within one complete project record. By giving sales, project management, field teams, accounting, and service departments access to the same current information, ProjX360 helps companies reduce wasted time, improve operational visibility, protect profitability, and deliver a more organized customer experience. www.projx360.com.
