Set up each new job from the instruction letter
We take off your hands: re-keying the client, site, fee and deadlines from each instruction letter into the practice software and folders.
You get: the job set up in your practice software with folders, budget and key dates, and a list of differences from the proposal, for your administrator to confirm.
Get a price for thisOr check first: Are we ready for AI?
The problem
Setting up a new job means typing the same details into four different places.
How it works
What comes in
- Instruction letter or email, proposal, practice software
What AI does
Extracts job details, compares with the proposal, creates records and folders, and sets deadlines.
What you get
- Job set up in practice software, folder structure and a differences list
Who signs it off
Your administrator confirms the set-up, and a director sorts out any scope differences with the client.
What it needs to work
- API or import access to the practice management software and file storage
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Surveyors and cost consultants
What would this cost for your team?
Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.
Get a price for thisOr check first: Are we ready for AI?