Tendering and estimating
Tenders arrive through email, EstimateOne, Procore or a download link. Someone reads hundreds of pages to decide whether it's worth pricing, then marks up the plans, scales them and keys quantities into Excel.
- Tender triageWe can summarise a tender pack, pull out scope, obligations, dates and risks, and give you a go or no-go shortlist.
- Take-offs from drawingsWe can extract quantities from plans and schedules, and compare them with your estimator's numbers so differences are visible.
- Pricing rules and quote draftingWe can apply your rates, sheet sizes and markups, and draft the quote and exclusions for estimator approval.
- Contract reviewWe can flag unusual clauses and obligations against your standard terms, including NZS 3910 and 3916 conditions.
- Bid library and tender discoveryWe can draft responses from past bids and CVs, and monitor tender sites for work that matches what you supply.
- Site-constraint checks (residential)We can assemble overlays, easements, bushfire and permit constraints into the quote pack before pricing.
Typical benefitsMore bids from the same team, fewer pricing errors, and estimators spending time on judgement.
Drawings, design and document control
Drawings are reviewed by eye against a checklist, revisions are tracked in a spreadsheet, and issue packs are assembled by hand.
- Drawing validationWe can check exported drawing PDFs against your criteria, such as title-block revisions, parts lists, balloons and design-load notes, and send each failure to the right person.
- QA gatesWe can enforce checks before issue and record the evidence, so rework is caught earlier.
- Issue packs, transmittals and RFIsWe can assemble packs, log RFIs and track them to closure.
- Mark-up closureWe can track every mark-up from raised to resolved, and show what is still open at issue.
- Repetitive design tasksWe can support add-ins for repeated modelling work such as fixture placement and routing, with a designer approving the result.
Typical benefitsFewer errors at issue, less rework between designer and checker, and a drawing register you can trust.
Detailing data, materials and procurement
Detailing exports don't match the ERP's item list, so purchasing rebuilds the requirement from CSVs. A spec change reaches the buyer but never reaches the BOM.
- Detailing-to-ERP matchingWe can match detailing exports to your item master and flag the unmatched lines before they reach purchasing.
- Consolidated material requirementsWe can turn a job schedule of hundreds of items into one raw-material requirement, ready to order.
- BOM clean-upWe can find BOM lines that no longer match what is built and correct them in bulk, with rollback.
- Supplier quote comparisonWe can normalise supplier quotes into one comparable table and track what was bought against what was quoted.
- Sheet and cut yieldWe can optimise sheet and panel use at estimate stage, so material waste is priced in.
Typical benefitsOne agreed material list, fewer purchasing surprises, and less waste.
Site safety and compliance
Every project needs its own safety plan, briefing and registers. They are copied from the last job and altered by hand, and the latest version is hard to find.
- Safety document set-upWe can populate site-specific safety plans, method statements and daily briefings from project data and past versions.
- Legal register monitoringWe can track legislative and standards changes, summarise what changed and update your register for HSEQ sign-off.
- Site data sheets and training recordsWe can keep hazardous-substance data sheets and training records current, with QR access on site and expiry reminders.
- Digital site formsWe can replace paper safety forms with mobile capture and automatic reports.
- New-project set-upWe can build the folder structure, registers and permissions in one step, and log utility locate requests and responses.
Typical benefitsHSEQ time back, audit-ready records, and fewer out-of-date documents on site.
Job costing, programme and subcontractors
The project system says one thing, the accounts say another, and the programme was last updated a fortnight ago.
- Cost-to-completeWe can reconcile POs and invoices between the project system and accounts, and update cost-to-complete without a spreadsheet.
- Subcontractor managementWe can track subcontractor communications, performance and current pricing in one place.
- Programme alertsWe can take mobile site updates into a live programme and warn of delays early.
- VariationsWe can compare ordered, built and invoiced scope, and flag unpriced variations.
- Defect close-outWe can turn inspection photos and reports into trade actions and track them to completion.
Typical benefitsEarlier warning on cost and delay, fewer unrecovered variations, and less month-end reconciliation.
Job set-up, capacity and project knowledge
Each new job is set up by hand across email, the project system and a master register. The knowledge of how you've solved this before sits with whoever did it.
- Automated job set-upWe can create the job, folders, task templates and register entries from one intake.
- Project memory searchWe can search past projects, tenders, drawings and lessons learned in plain language, with source references.
- Capacity-aware allocationWe can suggest who should take new work based on current workload and skills.
- Specification enquiriesWe can draft answers to materials and specification enquiries from your reference library, with a technical specialist reviewing before they go out.
Typical benefitsFaster job starts, reused project knowledge, and less dependence on one or two people.
