30-min call with RobBook a proof-of-concept call
Job 02 · BOM substitutions

// Control panel builders · BOM substitutions

Your build's bill of materials, checked against what can actually be bought.

For panel shops and integrators whose drawings call out parts that turn out to be discontinued, long lead or off the customer's list. A free AI proof of concept on 20 to 30 builds you already finished. Each draft lists the parts at risk, the equivalents worth proposing, what the approved vendor list allows and every drawing and approval a swap would trigger. Your reviewer, the engineer who knows your substitutions best, decides.

Book a proof-of-concept call30 minutes with Rob
Past builds
20 to 30
Swaps approved
None
System access
None

// The one job

A released BOM goes in. The parts at risk, and what each swap would trigger, come back.

The BOM that won the job was written against a distributor's quote. By the time purchasing opens it, a drive family has been discontinued, an enclosure has a long lead and the contactor the customer named has no stock. Someone has to find those lines, pick an equivalent worth proposing, check it against the customer's approved vendor list and work out what else moves if it goes in.

In the test, AI works from copies of builds you already finished and drafts the check your buyer and engineer would have done: line by line, availability as your records show it, the equivalent your team considered, the customer's list, the ratings that have to hold, and the drawings and approvals the swap reaches. Your reviewer lays each draft next to the decisions your team really made on that job.

Released BOMFrom the job file
Job and revision
Customer's approved list
Panel rating basis
Enclosure Type
Device tagPart numberQty
Invented BOM, no real part
Checked against
what can be bought
Substitution sheetFor your engineer
Parts at risk
Proposed equivalents
On the approved list
Drawings and approvals
Device tagEquivalentTriggers
Invented sheet, for illustration

// What a swap touches

Why an equivalent is rarely just a part number

The panel's rating rests on the parts. One component maker's 2018 white paper on UL 508A describes how a short circuit current rating is built: each power circuit component takes a marked rating, an assumed rating or a tested combination, and the lowest one generally sets the panel's number. A tested combination belongs to the devices tested together, so a contactor or drive that matches on horsepower can still lose it. Fuses behave differently: the paper says let-through values come from UL 508A's Table SB4.2 rather than the maker's data, so the limit holds even if a later fuse comes from another maker. The draft records the rating basis your file shows for each power circuit line and sends any change to your engineer.

UL keeps its component rules in a document of their own. Requirements for Components Used in Industrial Control Panels replaced what was Supplement SA, and then Appendix C, of UL 508A, and UL updates it as needed; the copy we read is dated April 13, 2020, and ties to the third edition. A Listed device can generally go in where the standard sets no specific rule, if it stays within its marked ratings and the maker's instructions for mounting, ventilation and spacing. A Recognized component is narrower. Outside UL's table it has to be investigated and described in your Procedure, and unless the standard or your Procedure says otherwise its terminals are for internal wiring only. The table shows a Recognized UL 1077 supplementary protector only under control circuit protection, while UL 489 breakers appear under branch circuit protection. This is what UL's document says, not engineering or legal advice; your technical representative reads it against your own file and the current version.

A part through the wall can change the Type on the door. UL's document assumes a Recognized component installed through an enclosure wall is for Type 1 enclosures only, regardless of markings and literature, unless your Procedure covers the part and its rating; Recognized industrial control parts marked with an enclosure type are an exception. An enclosure modified outside UL's tables has to carry a complying rating, or Type 1, on its nameplate. NEMA's FAQ says a field-installed assembly's overall Type is always limited by the least severe rating of its parts, which it calls the weakest link in the chain. So a door device that fits the cutout can still take a Type 4X panel down, and the draft marks every through-wall swap.

The customer's list can be stricter than the standard. Eastern Municipal Water District in California names one maker for terminal blocks and power supplies in its custom panel section and says alternates are not acceptable. Berkeley County Water and Sanitation in South Carolina accepts only pre-approved substitutes, wants detailed justification for each, takes 21 calendar days to review a deviation from its panel drawing, and rejects a panel with unapproved parts at the contractor's expense. New York's master specification tells its designers to name two manufacturers and approved equivalent. The draft quotes the customer's own wording beside each proposed equivalent, and a part that appears nowhere becomes a question.

Every swap leaves a trail to update. The district's shop drawings list each part by maker, quantity, description, size and catalog number, mark devices the same as the schematics and state heat dissipation. Its spare parts have to be interchangeable with the originals and labeled with the maker's part number, and its final manual adds as-built drawings with all field changes. So a swap can reach the schematic, the panel and door layouts, nameplates, the spares kit, the as-builts and a submittal the customer already approved. Your reviewer, named by the owner as the engineer who knows your substitutions best, checks whether the draft caught the parts your buyer caught, proposed what your engineer considered, applied the list correctly and named the same drawings and approvals. Include a swap a customer refused and one your engineer rejected on a rating.

// What you send

What your engineering and purchasing desks pull

Copies only
Finished builds
01

20 to 30 finished builds

The BOM as released and as built, mostly from jobs where parts changed. Add a few where none did, since the draft has to leave those alone.

02

What your buyer knew at the time

Distributor quotes, lead times, discontinuation notices and stock notes saved with each job, so the draft sees only what your team saw then.

03

The customer's lists and specs

Approved vendor lists, plant standards, specs, and the stamped drawings or approval letters that said yes or no to each swap.

04

What your engineer decided

The substitution log, change notes or marked-up BOM showing which swaps were approved and why, and the drawing revisions that followed.

05

An NDA and copies only

Signed before anything moves. No login to your ERP, purchasing system, drawing vault or a distributor's site. Where drawings can't leave your building, we build look-alike versions with you.

// Before it starts

Settled before a single BOM is copied

The owner and your engineering lead agree on each of these before any BOM or drawing is shared.

Before the proof of conceptOwner decides
Your reviewer
Named by the owner, often the engineer who signs off substitutions or your manufacturer technical representative
Success criteria
In writing: which parts must be caught and how proposed equivalents are scored
Records
Availability as your files show it on each job's date
Who approves
Your engineer, every substitution
Price
A range for the live check, before any BOM moves

// How it's scored

What your team did, beside the draft

Build by build
swap by swap
Compared on the same buildsWhat your team didThe AI draft
Parts flagged as obsolete or long lead, against what your buyer foundFilled in from your buildsFilled in from your builds
Proposed equivalents, against the ones your team consideredFilled in from your buildsFilled in from your builds
Customer's approved vendor list applied to each oneFilled in from your buildsFilled in from your builds
Ratings that have to hold: voltage, current, short circuit basis, enclosure TypeFilled in from your buildsFilled in from your builds
Drawings each swap reaches: schematic, layout, door, nameplatesFilled in from your buildsFilled in from your builds
Approvals and resubmittals each swap would reopenFilled in from your buildsFilled in from your builds
Time from released BOM to a check ready for your engineerFilled in from your buildsFilled in from your builds
Empty until your builds run. No cell holds a figure before your own past jobs are scored.Your reviewer marks each row and makes the call.

// After a yes

About 30 days on new builds

With a yes, newly released BOMs get the same check for about 30 days.

Your buyer still decides what to order and places every purchase order, your engineer approves every substitution, and the draft never opens a drawing or a live PO. Whoever on your team normally answers to the customer still does.

// Possible next jobs

After substitutions, if you want more

Ranked, not promised
Separate prices
  1. 01

    Panel quotes from customer specs

    New RFQs read into a bill of materials, ratings and a gap list for your estimator.

    Next
  2. 02

    Submittal revisions

    The resubmittal a substitution triggers, drafted as a marked-up package for your project engineer.

    Then
  3. 03

    Spares kits

    The spares a spec demands, listed against the as-built BOM and updated when a part changes.

    After that

// One hard limit

It never approves a swap or changes a listed design.

Your engineer approves every substitution, and your team decides what a swap means for your UL file. The draft works from copies and never touches your ERP, drawing or purchasing system or a live quote or purchase order. It gives no engineering opinion on a rating; it shows what your records say and where they stop. Defense and aerospace work stays out.

Priced per job. You get a range before the proof of concept and a fixed price before you sign.

The range follows how many builds a month need a parts check and how many customers' approved lists your team works to.

// Questions

Substitution questions from panel shops

Will it tell us a part is a safe replacement?
No. It lays out the ratings your records show beside the customer's list and marks what has to hold. Whether the part is acceptable, and what that means for the panel's rating, stays with your engineer.
Does it check live stock and lead times?
Not in the test. It reads the quotes, lead times and notices your team saved with each job, so it's judged on what your buyer knew then. Whether to add live availability is a decision for after a yes.
What if the customer never gave us a written approved vendor list?
Send what stands in for one: the spec, plant standards, past approvals or POs. Each check says which source it relied on, and says so plainly when there's nothing to check against.
Will it edit our drawings or BOMs?
No. The test reads copies and returns a sheet for your reviewer. It lists the schematic, layout and nameplate changes a swap would need, and your drafters make them.
Can it tell when a swap reopens a customer approval?
It flags it, from the approvals and spec language you send. Whether the customer accepts the change stays with your project engineer, who is the one talking to them.
Rob Eason

Rob Eason, founder

// Book a proof of concept call

Start with builds where the parts changed.

Half an hour with Rob, covering your shop, your role, the job you'd test first and about how many builds a month need a parts check. No BOMs or drawings should move until the NDA is signed.

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