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Job 04 · Project desk

// Electrical distributors · Submittal packages

Submittal packages for every line you quoted, in the order of the contractor's fixture schedule.

The contractor won the job, and most of what you quoted now waits on the engineer's approval of a package. In a free AI proof of concept, AI assembles the package again for 20 to 30 jobs your team already submitted, every sheet tied to its quote line and every missing document listed. Your reviewer, the inside salesperson who builds these packages today, checks each draft against the package that went out.

Book a proof-of-concept call30 minutes with Rob
Packages tested
20 to 30, already submitted
Products swapped or packages sent
None
Before the first job file
An NDA

// The one job

From an awarded quote to a package your salesperson can check

Once the award comes in, the contractor asks for submittals on everything you quoted. Someone on your project desk works down the quote: the current spec sheet for each catalog number, the lighting package from the agency, gear drawings from the factory, and the warranty letters and certificates the spec asks for. Then the pages go in fixture schedule order and by spec section, behind a cover and an index, for the contractor to send on.

For the test, AI reads copies of those quotes, schedules and spec sections with the documents your team pulled, and drafts the whole package: the index, the sheets in order, the quote line each page belongs to, and a list of documents the spec calls for that your files don't hold. It changes no catalog number and sends nothing to anyone.

Awarded quoteWith the fixture schedule
Contractor
Project
Quote no.
Spec sections
Type or itemCatalog no.Qty
Made-up example quote
Gathered and indexed
for your salesperson
Package indexDraft, not sent
Section and paragraph
Quote line
Pages
Still missing
DocumentSourceDate
Made-up example index

// The hard parts

Why a package takes longer than the quote did

The spec decides the paperwork, the quote decides the parts. On federal work, the Unified Facilities Guide Specification for submittal procedures, updated in August 2026, defines product data as catalog cuts, illustrations, schedules, diagrams, performance charts, instructions and brochures. It wants each section's product data bound as one volume, with a bookmarked table of contents listing pages and catalog item numbers, and every product marked with the section number and the paragraph number and title it answers. Dimensions go in the contract's units, on a separate sheet when the catalog uses others. The draft builds that index straight from your quote lines.

Certificates are written for one job. The same guide spec wants certificates on the manufacturer's letterhead, signed by its responsible officials, dated after the contract award and naming the project. Test reports must come from testing within three years of award unless another section says otherwise, and where a product must meet a UL or NEMA standard, its label or listing counts as proof; otherwise an independent lab's certificate, approved by the contracting officer, is needed. A generic letter from a manufacturer's website can't meet that, so the draft lists each letter to request, from whom, and what it must say.

Lighting brings the longest list. The federal interior lighting guide spec has the drawings' luminaire schedule give each fixture's symbol and type designation, light source, voltage, input watts, delivered lumens, efficacy, color temperature, CRI, driver, dimming, mounting and BUG rating, with accessories such as emergency battery inverters, remote drivers and sensors listed separately. The same guide spec then asks for the luminaire family's safety certification and file number from a lab OSHA recognizes, such as CSA, ETL or UL, lumen maintenance projections under IES TM-21, a TM-30 color graphic, a certificate that drivers and dimmers work together without flicker, and a written replacement warranty of at least five years with return instructions. One schedule row can call for every one of them.

The sheets come from several places. Some manufacturers publish their own tools: Hubbell's Canadian site has a Submittal Builder that takes pasted catalogue numbers, offers catalogue pages, specifications, installation manuals and sales drawings, and returns one PDF to download, email or share. Lighting controls can run on a separate track. One distributor's controls division needs the construction documents, Title 24 forms and fixture schedules to propose, issues layout drawings and submittals after a hold-for-release PO, and sends sales an official bill of materials only once the approved submittals come back. The draft records where each document came from and its revision date.

Who approves it, and what your reviewer watches. On federal jobs, a submittal marked G or S needs government approval, with a code after the G naming the office that reviews it, while the rest stop at the contractor's quality control. Your reviewer, usually the inside salesperson or project coordinator who builds packages, checks that every quote line has its sheet and no sheet lacks a line, that pages follow the schedule, that each document is current and dated for the job, and that the gap list is complete. The draft never marks a product as meeting the spec. It shows what each section asks for and which page in the package answers it.

// What you send

Copies from your project desk

Copies and exports
No logins of any kind
01

20 to 30 packages you built

Each package as it went to the contractor, with the quote behind it and the request that asked for it. Add the engineer's returned copy wherever the contractor passed it back.

02

Specs and schedules

The Division 26 sections, fixture schedule and panel schedules the contractor gave you for those jobs, plus any addenda that changed a line.

03

Your document sources

The spec sheets, agency lighting packages, factory drawings, warranty letters and certificates your team pulled, as files or as the folder you keep them in.

04

An NDA, then the files

Owners often attach confidentiality terms to their specs, so the NDA is signed first. We never sign in to your ERP, a manufacturer's site or the contractor's project system, and look-alike packages work too.

// Before it starts

Settled before any package changes hands

The owner decides these in writing, so the drafts are scored on terms nobody changes later.

Package test termsOwner signs off
Your reviewer
Named by the owner, often the inside salesperson or project coordinator who builds packages
Product groups
Lighting, gear, devices or all three, picked by your reviewer
Success criteria
Which documents must be present, the page order, and how a missing certificate scores
Sample
A lighting-heavy job, a federal or public job and one with addenda
Price
A range for building packages live
NDA
Signed before any quote, spec or package moves

// How it's judged

Each drafted package beside the one your team built

Job by job
Line by line against the quote
On the same 20 to 30 packagesWhat your team sentThe AI draft
Every quote line has its sheet, and no sheet lacks a lineFilled in on your packagesFilled in on your packages
Pages in fixture schedule order, then by spec sectionFilled in on your packagesFilled in on your packages
Index with section, paragraph, page and catalog numberFilled in on your packagesFilled in on your packages
Each document's source and revision date shownFilled in on your packagesFilled in on your packages
Certificates, test reports and warranties the section asks forFilled in on your packagesFilled in on your packages
Accessories on the schedule covered, from battery packs to sensorsFilled in on your packagesFilled in on your packages
Catalog numbers exactly as quoted, nothing swappedFilled in on your packagesFilled in on your packages
Missing documents listed for your salespersonFilled in on your packagesFilled in on your packages
Blank until it runs. No cell is filled until your own packages have been rebuilt.Your reviewer scores each row and makes the call.

// After a yes

About 30 days on newly awarded jobs

With a yes from your reviewer against the success criteria, packages for newly awarded jobs get the same draft for about 30 days.

Your salesperson checks and sends every package, requests each letter from the manufacturer, and answers the contractor's questions. Any change of product stays between the contractor, the engineer and your team.

That month carries a fixed price you see before signing. Another product group, or another job, is quoted and decided separately.

// What could come next

Possible next jobs, ranked

Ideas, not a plan
One at a time
  1. 01

    Resubmittals

    The engineer's comments on a returned package tied to the quote lines they touch, with the sheets to replace listed for your salesperson.

    Next
  2. 02

    Release orders from approved packages

    Approved package lines drafted as the release order on the job account, so what ships matches what the engineer approved.

    Then
  3. 03

    Turnover documents

    Warranties and installation instructions from the approved package gathered for the contractor's closeout binder.

    After that

// One hard limit

It never substitutes a product, says one meets the spec, or sends a package.

The draft lands on a review sheet. It keeps every catalog number as quoted, marks where a document is missing rather than filling the gap with something else, and makes no claim that a product complies. Your salesperson decides what goes in, and only your team sends a package to the contractor or engineer.

Submittal packages are priced as a job of their own: a range before the test, a fixed price before you sign.

What moves the range: how many packages your desk builds in a month, how many product groups they cover, and where your spec sheets and letters are kept today.

// Questions

What project desks ask

If a quoted fixture is discontinued, will it pick a replacement?
No. The draft marks the line, notes what it found about the product's status, and leaves the choice to your salesperson, the contractor and the engineer. It never puts a different catalog number in the package.
Can it tell us whether a product meets the spec?
No. It lists what each spec section asks for and points to the page in the package that holds that document, or says none was found. Whether the product complies is for the contractor and the engineer to judge.
Our lighting agency builds the lighting package. What's left for the test?
Everything around it: gear, devices, wire and fittings, the letters and warranties, and the index that ties it together. The draft also checks the agency's package against your quote and the fixture schedule, so a missing type or accessory shows up before the contractor sees it.
Do you need our ERP or the manufacturers' websites?
No. The test runs on copies of quotes, specs and the documents your team pulled, and we never sign in to your systems or a manufacturer's site. How live drafts would reach your desk is scoped and priced before you sign.
Who sends the package?
Your salesperson, as today. Nothing goes to a contractor, an engineer or a manufacturer from the test or from a live run. The draft waits on a review sheet until someone on your team approves and sends it.
Rob Eason

Rob Eason, founder

// Book a call with Rob

Bring the packages from last quarter's awards.

A 30-minute call with Rob. He'll ask about your company and role, the job you want tested, and roughly how many submittal packages your desk builds in a month. Hold quotes and project manuals until the NDA is signed.

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