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Less assembling files.
More understanding the job.

An internal admin assistant for cost reports, drawing takeoffs and document review, with people in control of the final decisions.

Less copying. Less assembling. More useful work.

Cost reporting is one example from Jamie’s wider internal admin assistant.

Understanding the job starts with assembling files.

The quoteOriginal workbook
Actual costsSeparate job export
The comparisonStill to prepare

Assemble the information before reviewing it.

Cost reporting · Sample source material

The quote and actual job costs sit in different places. Comparing them means bringing the information together before the team can review how the job is tracking.

Try another automationIllustrative walkthrough · Sample data

Read the workflows.

The problem, what we automate and the outcome. Open an example to read at your own pace.

Reducing double handlingJamie · Construction

Cost reporting is one example from Jamie’s wider internal admin assistant.

  1. The problem

    Understanding the job starts with assembling files.

    The quote and actual job costs sit in different places. Comparing them means bringing the information together before the team can review how the job is tracking.

  2. What we automate

    Bring the quote and job costs into one comparison.

    Jamie’s cost tool organises uploaded exports or read-only accounting data against the quote workbook and prepares the report. A person checks the figures and allocations.

  3. The outcome

    A report your team can actually review.

    Downloadable reports and a filled workbook put the information around the review task. Accounting records stay unchanged, and the team keeps control of the decisions.

Explore Jamie’s project

The work before the workflow.

Project administration draws on quotes, accounting exports, drawings and documents. Before someone can make a useful decision, that material first has to be collected and organised.

What we built around it.

Jamie’s internal admin assistant brings several focused tools into one application. The cost-report workflow compares job costs with a quote workbook. Other tools help extract drawing quantities and prepare findings from project documents.

01

Collect the source files

Bring in the quote workbook and job cost information.

02

Prepare the comparison

Organise the data and prepare a cost report for review.

03

Check the output

Review the report and filled workbook before using them for project decisions.

What the system does.

  • Cost reports from uploaded exports or a read-only accounting connection.
  • Comparison against a quote workbook, with downloadable outputs.
  • Material takeoff assistance from drawing bills of materials.
  • Document-review findings that give the reader a starting point to check.

People stay in control.

The accounting connection is read-only. Drawing coverage depends on the material supplied, and uncertain document references remain candidates for a person to check. Generated content supports the team’s review.

The useful output.

The output is practical working material: cost reports, filled workbooks and review findings. The team can spend its attention checking the job, with the source material organised around the task.

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