Prepare quotes and site records with less manual work.

Construction teams handle drawings, quantity lists, subcontractor offers, changes and site reports in different places. We help bring the information together so estimators and site managers can spend less time searching and re-entering details.

Book a 30-minute callSee the example

Illustrative construction scenario — not a report of an implemented project.

A site manager working on drawings in a site office

Today

Where work gets delayed

  • Copying into spreadsheets
  • Re-checked quantities
  • Site records from memory
  • Changes not linked to invoices

What it looks like in practice

  • Quote information is copied manually into spreadsheets.
  • Bills of quantities have to be checked or entered repeatedly.
  • Site reports are written after the working day from memory.
  • Approved scope changes are not consistently linked to invoices.

An improved process could look like this

Illustrative example — no client data.

Today

Manual approach

Information is gathered by hand

  1. Quote inputsBuild each draft from scratch
  2. SubcontractorsCompare emails and attachments
  3. Daily site reportGather notes later
  4. Project changesSearch approval emails

With ENTER

Proposed approach

Drafts from traceable data

  1. Quote inputsPrepare a draft from traceable data
  2. SubcontractorsBring offers into a comparable format
  3. Daily site reportPrepare a record for the site manager to check
  4. Project changesLink approved changes with the billing process

Illustrative example

Who does what in the proposed process

People on the edge make the decisions. The proposed steps run in the loop and your systems sit at the core. Click a role or a step to see what it handles.

Construction · Illustrative example Illustrative example
Your systems Budgets Projects Microsoft 365 E-mail Accounting Warehouse Orders Site photos Workflow coordination
People decide The system carries out permitted actions Data comes from defined sources

Illustrative example — no client data. This shows a possible process, not a product available off the shelf. How AI agents work is explained on the AI Agents & Automation page.

What automation could handle

  • Automation

    Quote preparation

    Collect approved inputs and create a draft. A person confirms prices and the final offer.

  • Automation

    Subcontractor comparison

    Organise quotes and highlight differences or missing items.

  • Automation

    Daily site reports

    Prepare a draft from available notes, records and photos.

  • Automation

    Change tracking

    Connect approvals to the corresponding project and invoicing details.

Before we start

What we check and what we measure

Checked first

Drawing and quantity formats, data quality, approval rights, legal record requirements and the level of review required from site staff. Photos alone do not establish a complete construction record.

Measured

Time spent preparing quotes and reports, corrections, missing documents and completeness of recorded approved changes.

Next step

How to start

Bring one quote or one example of a change that was difficult to track. We will discuss the process and decide which parts merit a closer review.

  1. Bring one exampleOne quote or one change that was difficult to track.
  2. Decide what to reviewWe discuss the process and decide which parts merit a closer review.
  3. Audit → Adoption → IntegrationIf it makes sense to continue, we start with an Audit: a map of bottlenecks with your leadership team. Adoption and Integration follow.

See how we work

Questions

Questions we often hear

Will the system approve prices for us?
No. The business defines prices and approval rights. Automation can prepare information for a decision.
Do we need to replace our project software?
We first check integration and configuration options.
Can it work with our drawings?
We verify the specific file formats, quality and required review.
How is pricing agreed?
After we define the process and technical scope.

What is holding back your growth today?

Book a 30-minute callWe go through one process and whether and where it makes sense to start with an Audit. Send us a messageDescribe the process where work gets stuck. We will get back to you.

The initial call is an introduction. The Audit and any further work are scoped and agreed separately.