ALLi - Scope of Work Agent Walkthrough
Using ALLi’s Scope of Work Builder
ALLi’s Scope of Work Builder helps you turn a maintenance issue, project need, or repair request into a clear, structured scope that is easier to review, price, and refine.
Instead of starting from a blank page, you can describe the work that needs to be done, where it is happening, and what problem you are trying to solve. ALLi will then help build a usable Scope of Work Summary that can support vendor discussions and internal review.
Quick Takeaway: Tell ALLi what work is needed, where it is happening, and what issue needs to be addressed. If key details are missing, ALLi asks a few short follow-up questions before building a final or provisional scope.
What the Scope of Work Builder Does
The Scope of Work Builder creates a structured Scope of Work Summary for HOA and condo community projects.
It can help you:
- Turn a general repair or project need into a clearer scope
- Organize the problem, location, affected assets, and work goal
- Break work into priceable high-level phases
- Capture key constraints and assumptions
- Define what completed work should look like
Built for real projects: This agent is designed to create usable scopes for vendor review and board or management refinement, not just a loose project summary.
What ALLi Needs to Build the Scope
To create a final Scope of Work Summary, ALLi needs three essentials:
- Work type and goal
- Exact location or assets involved
- Clear problem statement
If all three are available, ALLi can create a more complete and final version of the scope. If some details are still missing, ALLi can still generate a generalized version as long as it has:
- Work type and goal
- Approximate location or asset category
- Basic problem statement
Important: If final details are missing, the agent does not invent them. Instead, it builds a more general scope and clearly labels assumptions that still need vendor, board, or management confirmation.
How the Agent Workflow Works
The Scope of Work Builder follows a structured process to avoid drafting incomplete or misleading scopes.
Step 1: You describe the work that needs to be done
Step 2: ALLi reviews your request and any supporting documents
Step 3: If key details are missing, ALLi asks up to three short follow-up questions
Step 4: ALLi builds either a final or generalized Scope of Work Summary
Step 5: ALLi asks if you would like to change or add anything
This helps keep the scope practical, structured, and ready for refinement without filling in unknowns with made-up details.
When ALLi Asks Follow-Up Questions
If essential information is missing, ALLi asks up to three short clarifying questions in one grouped message.
These questions are designed to quickly collect what is still needed without slowing down the workflow.
Examples of what ALLi may ask:
- What type of work needs to be done?
- Where is the issue located?
- What problem is the work meant to solve?
Tip: Even if you do not know every detail yet, sharing the project type, approximate location, and main issue is usually enough for ALLi to begin building a useful draft.
Final Scope vs. Generalized Scope
The Scope of Work Builder can produce two types of outputs depending on how much information is available.
| Final Scope of Work Summary | Generalized Scope of Work Summary |
|---|---|
| Used when the work type, exact location or assets, and clear problem statement are all available. | Used when some details are still missing but the project type, approximate location or asset category, and a basic problem statement are known. |
| More complete and specific. | More provisional and designed for vendor or board refinement. |
When details still need to be defined, ALLi uses clearly labeled assumptions such as:
- Assumption: Vendor to verify or define...
- Assumption: Board or management to confirm...
What the Output Includes
The Scope of Work Builder follows a consistent structure so the output stays readable and usable.
Typical sections include:
- Summary
- Location and assets
- Responsibility
- High-level scope
- Constraints and assumptions
- Acceptance criteria
If the work type is clear, ALLi also expands the scope into common project phases vendors expect, such as preparation, removal, installation, testing, and closeout, while keeping the language generic and priceable.
Good to know: The agent does not invent measurements, materials, or exact methods. Unknowns are deferred through clearly labeled assumptions instead.
Example Prompts
Direct Scope Request
Create a scope of work for repairing balcony water intrusion at Building 2.
More Detailed Request
Build a scope of work for replacing damaged fencing along the north perimeter wall at [community]. The current fence is leaning and several sections are broken.
When Details Are Still Limited
Draft a scope of work for a roofing issue in one of our buildings. We know there is recurring leakage near the upper units, but the vendor will need to verify the exact source.
Recommendations for Better Results
You will get a stronger scope when your request includes a little operational context.
- Be clear about the work goal
- Name the location or asset involved
- Describe the problem in plain language
- Mention any access, timing, or community constraints
- Upload supporting notes or inspection details if available
Helpful examples:
- This is for repeated irrigation failure in the front common area
- The issue affects the retaining wall behind Building C
- Please include vendor responsibility for cleanup and testing
- Work must avoid blocking resident parking during weekdays
Customizing and Refining the Scope
Once ALLi generates the scope, you can continue refining it through conversation.
You can ask ALLi to:
- Add or remove scope items
- Expand a project phase with more detail
- Clarify owner versus HOA responsibility
- Adjust constraints or acceptance criteria
- Expand the summary into a more contractor-ready draft
How it works: ALLi generates the initial Scope of Work Summary first, then you can refine it with follow-up requests until it matches the level of detail you need.
What This Agent Does Not Do
- It does not draft a final scope without minimum required information
- It does not invent measurements, materials, or exact methods
- It does not use filler text or empty template sections
- It does not assume vendor or board decisions without labeling them clearly
- It does not mention other agents, routing, or internal handoffs
Review before sending: The Scope of Work Builder helps create a strong starting point, but you should still review the draft before sharing it with vendors, boards, or homeowners.
How This Fits Into Your Workflow
The Scope of Work Builder helps turn a rough project need into something more structured and actionable.
Instead of writing project scopes from scratch, you can:
- Organize repair and project needs faster
- Create more consistent vendor-ready summaries
- Reduce back-and-forth when scoping common work
- Support bid requests and board review with clearer project definitions
Best fit: Repairs, replacements, recurring maintenance issues, and early-stage project scoping that needs to be structured before pricing or board review.
What’s Next
Once you are comfortable using the Scope of Work Builder, you can pair it with Bid Analyzer, Board Report workflows, and saved prompts to create more repeatable project planning and vendor review processes.