Job account setup from the contractor's job sheet, with every notice date marked for credit.

The contractor sends a job information sheet, or just a PO with a project name and a promise to send one. Your credit team fills the gaps: who owns the property, who holds the prime contract, whether a payment bond exists and who wrote it, whether a construction lender is funding the work, and whether the project is public or private, residential or not. Then the account is opened, terms are set by whoever approves credit, and the notice dates go on the calendar.

For the test, AI reads copies of those sheets, POs, permits and recorded notices, and drafts the job account: parties and addresses, bond and lender, the project's state and type, and a notice calendar where every date names the statute behind it and the event it counts from. It opens no account, approves no credit and sends no notice.

California counts from your first delivery. Civil Code section 8204 asks for a preliminary notice no later than 20 days after the claimant first furnishes work. A late notice still counts for something: a lien, stop payment notice or bond claim then covers only what was furnished in the 20 days before it was served, and anything after. So the first ship date matters more than the day the account was opened, and the draft takes it from your delivery records, never from the contractor's estimated start.

Florida counts from the start, and the owner records the parties. Under section 713.06, a supplier serves a notice to owner before it starts furnishing or within 45 days after, and in any case before the owner's final payment. A supplier selling to a subcontractor also serves a copy on the contractor, and a copy goes to anyone the owner named in the notice of commencement. That notice, under section 713.13, lists the legal description, the owner and any separate titleholder, the contractor, the surety with the bond amount, the construction lender and the owner's designee, and is void if work doesn't begin within 90 days of recording. When the sheet and the recorded notice disagree, the draft shows both.

Texas counts month by month. Since January 1, 2022, Property Code section 53.056 has a claimant send a notice of claim for unpaid labor or materials to the owner or reputed owner and the original contractor by the 15th day of the third month after the month the materials were provided, or the second month on a residential project. Each month of deliveries runs its own clock, and a sheet that doesn't say whether the job is residential leaves the month unknown. The draft marks that date open instead of choosing.

Federal work counts from your last delivery. On covered federal construction contracts the prime contractor furnishes a payment bond for the protection of everyone supplying labor and material. Under 40 U.S.C. 3133, a supplier that sold to a subcontractor, with no contract with the prime, gives the prime written notice within 90 days of the last material it furnished, by a method with third-party proof of delivery, and a suit must be brought within a year of that last delivery. That clock needs the prime contractor's name and address, which a subcontractor's job sheet may not give.

What your reviewer watches. Usually the credit manager or the analyst who opens job accounts: the general contractor entered as owner, a bond or lender left off, a residential job treated as commercial, a first delivery date that came from an estimate, and a state outside the rules agreed for the test. Every date carries its statute and its starting event, so your reviewer can check the reasoning, and your counsel's reading wins wherever it differs. The draft never says a deadline has passed or that rights are lost.

When your reviewer says yes against the success criteria, new job information sheets go through the same drafting for about 30 days.

Your credit team approves every job account before it opens, sets the limit and terms, and decides which notices go out and when.

The live month carries a fixed price agreed before you sign. Whatever follows is its own job with its own price.