Turn approved takeoffs and estimating spreadsheets into itemised construction quotes. Preserve labour, material and plant rates, exclusions and drawing revisions for estimator review.
First workflow from A$4,900 ex GST, with 12 months of support for the agreed implementation. Scope and pricing →
Separate internal cost from customer price. Preserve scope/version and inclusions. Use explicit rounding and rate versions. AI can organise inputs; quantities and pricing require validated sources.
Drawing revision; unclear dimensions; missing item; outdated trade rate; scope gaps; provisional amounts needing professional review.
Uncertain inputs go to an assigned owner with the source, reason and next decision. Failed writes are reconciled before retrying, so a recovered connection does not create a duplicate order, payment or stock movement.
Estimate-to-document minutes; revision touches; omitted scope; arithmetic discrepancies; accepted quote version traceability.
Sample representative work before the build, including difficult cases. Compare the same task mix after launch; include review, exception handling and system upkeep in the time used.
Map the first input, the final accepted result and who can approve it. Agree source systems, read/write access, rules, exception ownership and acceptance checks. Run representative normal, failure and recovery cases before expanding across teams.
Role-based access, separation of preparation and approval, versioned rules, an action history, duplicate protection, reconciliation, alerts and a named recovery owner. Private deployment or customer-controlled infrastructure can be scoped where needed. These are design requirements to validate, not an unsupported promise of perfect source data or regulatory compliance.
Specific answers to help you judge the fit, the information needed and the decisions your team keeps.
This design starts from approved quantities or a reviewed takeoff, not an assumption that a model can reliably measure every drawing. It organises scope, applies approved rates and prepares the quote. The estimator remains responsible for uncertain quantities, constructability, exclusions and commercial judgement.
A consistent spreadsheet can be a useful input if items, quantities, units and rate versions are identifiable. We separate internal costs from customer-facing prices and agree rounding rules. The first review checks whether the current estimating tool already provides the needed export or document automation.
A revised input should create a new estimate version with changed quantities, rates, inclusions and exclusions visible for review. Keep the accepted baseline intact. Unclear revision references or missing scope go back to the estimator rather than silently replacing the figures in a quote already issued.
Your quote rules determine how allowances, alternatives and exclusions appear alongside the priced scope. Each should retain its source and review status. The workflow can flag an allowance with no basis or an exclusion missing from the customer document, but it cannot decide contractual entitlement for you.
Use past estimates with known revisions and accepted outputs, then compare generated drafts line by line. Include different units, rounding, missing rates and scope exclusions. Measure preparation and revision effort alongside omissions and arithmetic discrepancies; count estimator review as part of the remaining work.
Bring site messages, photos and drawing changes into one construction variation register. Track scope, pricing, approval and completion evidence so billing can trace the authorised work.
Project manager / commercial managerWorkflow designSee pipeline, exceptions & controls →The lowest-looking bid may exclude delivery, access, disposal or part of the specified scope.
Estimator / procurement leadWorkflow designSee pipeline, exceptions & controls →A finished job is still unbillable because a PO, timesheet, approval or completion photo is missing.
Service operations / financeWorkflow designSee pipeline, exceptions & controls →