DOCUMENTS · RECONCILIATION · QUALITY CHECKS

Construction document workflows

Explore ways to reduce repetitive work with construction documents, estimates and quantity tables. Automation is designed around agreed input formats, calculation rules and validation requirements.

Potential automation tasks

Estimate tables

Process structured estimate tables and check agreed fields and calculations.

Document preparation

Populate repeatable document templates from validated source data.

Quantity reconciliation

Compare quantities across two datasets using agreed matching rules.

Discrepancy reports

Highlight missing records, unmatched items and differences for manual review.

Example: comparing quantity tables

Illustrative workflow, not a completed client project.

01

Receive

Load two structured tables with item identifiers and quantities.

02

Match

Match corresponding items using agreed identifiers.

03

Compare

Calculate quantity differences and identify missing entries.

04

Report

Prepare a discrepancy table for review and confirmation.

What needs to be agreed

Document formats, sample files, matching rules, calculations, output templates, validation requirements, acceptance criteria, timeline and price are confirmed before development.

Discuss document automation