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Construction coordination: from drawing to quote, from progress to payment

For contractors: each job with its drawing read, its progress against schedule, its payments and its documents on one board, and an agent that prepares what a person decides.

What was solved

From manual operation to a system that runs it

Before

Drawings were checked by eye against the quote, and a forgotten item was found only once work was under way. Progress arrived in scattered messages. Progress billing, costs and collections lived in different spreadsheets, and each supplier's paperwork was chased by hand.

After

Each drawing comes out with its items and its gaps in view, each job with its progress against schedule, and each payment with the document that backs it.

What the operation gains

  • Gaps in view

    The drawing is compared item by item against what was quoted before asking for a price.

  • Progress against schedule

    Each activity with its variance calculated and its owner, without relying on a stray message.

  • Money kept apart

    Amounts are added up by currency, with their retention and net, and each figure comes with its document.

  • Each job in context

    Costs, payments, suppliers and documents for each job in one place, with who approves what.

How we solved it

The processes we tackled

Know how each job is going before anyone asks

Each job opens with its progress against schedule, what is still to be collected and the week's priority, with who approves each amount

Know how each job is going before anyone asksSteps the system runs in order and the decision that remains with the person.The systemdoes itA persondecides01The job opens withprogress, balance tocollect and the week's…02Each indicator iscompared with its ownschedule and colored bystatus03Each amount has someonewho approves it before itreaches paymentWhich job is handledfirst and who signs eachpaymentKnow how each job is going before anyone asksSteps the system runs in order and the decision that remains with the person.The system does itA person decides01The job openswith progress,balance tocollect and theweek's…02Each indicator iscompared with itsown schedule andcolored by status03Each amount hassomeone whoapproves itbefore it reachespaymentWhich job ishandled first andwho signs eachpayment

A drawing that reaches quoting with no forgotten items

The drawing is read, its items are compared against what was quoted and the supplier request is drafted; a person reviews before sending

A drawing that reaches quoting with no forgotten itemsSteps the system runs in order and the decision that remains with the person.The systemdoes itA persondecides01What the drawinghas and the quotedoes not ismarked beforeasking…02Suppliers areranked by trade,up-to-datedocuments anddeliveries03The request isdrafted with thereviewed items04The request issaved and thesending isconfirmed beforeit goes outWhich items areincluded, whichsupplier is askedand when it issentA drawing that reaches quoting with no forgotten itemsSteps the system runs in order and the decision that remains with the person.The system does itA person decides01What the drawinghas and the quotedoes not ismarked beforeasking…02Suppliers areranked by trade,up-to-datedocuments anddeliveries03The request isdrafted with thereviewed items04The request issaved and thesending isconfirmed beforeit goes outWhich items areincluded, whichsupplier is askedand when it issent

Field progress against schedule, with agreements and owners

The report is read, each activity is compared against its schedule and field notes become agreements with an owner and a date

Field progress against schedule, with agreements and ownersSteps the system runs in order and the decision that remains with the person.The systemdoes itA persondecides01What wasscheduled andwhat was executedare read on thesame bar02The AI reads thereport table anda rule calculatesthe variance03Delayedactivities arelisted by howmany points theyare below plan04A field notebecomesagreements withan owner and adateWhich progress isaccepted in theschedule and whois in charge…Field progress against schedule, with agreements and ownersSteps the system runs in order and the decision that remains with the person.The system does itA person decides01What wasscheduled andwhat was executedare read on thesame barWhich progress isaccepted in theschedule and whois in charge…02The AI reads thereport table anda rule calculatesthe variance03Delayedactivities arelisted by howmany points theyare below plan04A field notebecomesagreements withan owner and adate

Each job's money, added up by currency and with its document

Each job shows its money in one row and each document is checked with fixed rules for retention, net, currency and duplicates

Each job's money, added up by currency and with its documentSteps the system runs in order and the decision that remains with the person.The systemdoes itA persondecides01Each job's moneyin one row, frombudgeted tocollected02The retention isdeducted from thegross and checkedagainst the net…03Each stage of themoney shows onlywhat its documentproves04Amounts are addedup by currencyWhich currencyand which dateare confirmedwith the contractEach job's money, added up by currency and with its documentSteps the system runs in order and the decision that remains with the person.The system does itA person decides01Each job's moneyin one row, frombudgeted tocollected02The retention isdeducted from thegross and checkedagainst the net…03Each stage of themoney shows onlywhat its documentproves04Amounts are addedup by currencyWhich currencyand which dateare confirmedwith the contract

Suppliers with their performance in view before hiring

Each supplier is seen with their trade, their performance and the jobs where they work, before asking them for a quote

Suppliers with their performance in view before hiringSteps the system runs in order and the decision that remains with the person.The systemdoes itA persondecides01Each supplier with theirtrade02Performance comes fromon-time deliveriesWhich supplier is hiredand who is asked for aquoteSuppliers with their performance in view before hiringSteps the system runs in order and the decision that remains with the person.The system does itA person decides01Each supplierwith their tradeWhich supplier ishired and who isasked for a quote02Performance comesfrom on-timedeliveries

An expired document seen before it blocks payment

Each document is kept in a file per job with its validity; anything expired or missing is flagged and requested from there

An expired document seen before it blocks paymentSteps the system runs in order and the decision that remains with the person.The systemdoes itA persondecides01An expired document isseen per job and blockspayment until it…02What is missing isrequested from the samefileWhether a payment isreleased with a pendingdocument or held until…An expired document seen before it blocks paymentSteps the system runs in order and the decision that remains with the person.The system does itA person decides01An expireddocument is seenper job andblocks paymentuntil it…Whether a paymentis released witha pendingdocument or helduntil…02What is missingis requested fromthe same file

An agent that answers about each job's data, without deciding for anyone

The agent answers with the job's data and what has already been reviewed; it prepares and proposes, and decisions remain with people

An agent that answers about each job's data, without deciding for anyoneSteps the system runs in order and the decision that remains with the person.The systemdoes itA persondecides01All jobs fit in one view,each with its statuscolor02The answer comes from thejob's data and what hasalready been…03The context changes withthe job and the specialtybeing asked aboutWhat to do with theanswer: collectAn agent that answers about each job's data, without deciding for anyoneSteps the system runs in order and the decision that remains with the person.The system does itA person decides01All jobs fit inone view, eachwith its statuscolor02The answer comesfrom the job'sdata and what hasalready been…What to do withthe answer:collect03The contextchanges with thejob and thespecialty beingasked about
Why it exists

This project started with a contractor running several jobs at once, with drawings, progress billing and progress reports scattered across emails, spreadsheets and messages.

A drawing item that never reached the quote, a progress billing without its support or a supplier's expired insurance was found only when it already cost money. Actual progress was known late, and collection depended on who remembered.

Want to see it with your operation?

We show you the full demo and review with you whether it applies to your process.