Skip to content

Selected WorkProject 012026

Construction Estimation Platform

Production estimating and operations platform for an Australian construction services business.

A production system connecting project intake, document processing, scope intelligence, estimating workflows, automation and third-party integrations.

01Context

01Client
Australian construction services business
02Project type
Estimating & operations platform
03Environment
Production
04Status
Active / Ongoing
05Disciplines
  • Web Application
  • Operations Platform
  • Automation System
Production platform walkthrough — Creating an estimate, analysing documents, reviewing scope and approving a budget estimate.

02Problem

Estimating work moved across project documents, the CRM, payment checks, manual review and costing tools — with information living in a different place at each handoff.

02Operational Context

What every estimate depended on.

Construction estimating work was spread across multiple tools, handoffs and manual steps. Moving a project forward meant coordinating information that lived in different places.

The system needed to coordinate

  1. Incoming project information
  2. CRM state
  3. Payment confirmation
  4. Project documents
  5. Estimation readiness
  6. Scope review
  7. Operational handoffs

The goal was to design one connected workflow rather than another isolated dashboard.

03System Architecture

One connected system, from enquiry to estimate.

Each stage passes structured information to the next. Automation moves the work between systems, and a person reviews and approves the scope before pricing or downstream estimating work begins.

Only the Preliminary path continues into Wunderbuild; the Budget Estimate is prepared and reviewed within the platform.

  1. Intake

    • Intake

      Website / Project Intake

      . Connects to GoHighLevel.
  2. Commercial

    • CRM

      GoHighLevel

      . Connects to n8n Automation.
  3. Orchestration

    • Orchestration

      n8n Automation

      . Connects to Xero, Supabase.
  4. Systems

    • Payment verification

      Xero

      . Connects to Operations Workspace.
    • Data & workflow state

      Supabase

      . Connects to Operations Workspace.
  5. Workspace

    • Next.js interface

      Operations Workspace

      . Connects to Document Processing.
  6. Documents

    • OCR · Azure

      Document Processing

      . Connects to Scope Intelligence.
  7. Intelligence

    • AI-assisted

      Scope Intelligence

      . Connects to Human Scope Review.
  8. Review

    • Approval required

      Human Scope Review

      . Connects to Budget Estimate, Preliminary Package.
  9. Estimating

    • Within the platform

      Budget Estimate

    • Within the platform

      Preliminary Package

      . Connects to Wunderbuild.
  10. Handoff

    • Detailed costing

      Wunderbuild

  • Primary path
  • Human review
  • Third-party platform

Human approval is required before pricing and downstream estimating work.

04Build highlights

A connected production platform combining project intake, document processing, Scope Intelligence, workflow automation and estimating operations, in active use.

04Operations Workspace

A central workspace for the estimating workflow.

The Estimation Operations Workspace is the primary interface within the platform. It brings project records, documents, scope intelligence, review and estimating workflow states into one place.

Each project moves through clear workflow states, so it is visible where a project sits — from documents arriving, to scope review, to estimating.

Central workspace for reviewing project status, documents, scope intelligence and estimating stages.

04Document Processing

Turning project documents into usable information.

Projects arrive with documents — PDF, JPG and PNG files — that hold much of the information estimating depends on. These documents move through a processing pipeline that includes OCR with Azure Document Intelligence.

The output becomes structured evidence and context, so project information and document evidence can be used by scope intelligence and the estimating stages that follow.

OCR is one step in the pipeline: it reads the documents. It does not create the estimate.

Pipeline

  1. PDF, JPG and PNG project documents
  2. OCR with Azure Document Intelligence
  3. Structured evidence and project context
  4. Used downstream by scope intelligence and estimating
Project documents are uploaded, prepared and analysed before downstream scope intelligence.

04Scope Intelligence

A proposed scope, reviewed and approved by people.

Scope Intelligence interprets the project information and document evidence to prepare a working understanding of the project and its scope.

The proposed scope is presented for review, and users can edit it. Warnings raised by the system are advisory — they support the estimator’s judgement rather than replace it.

Human approval is required. Once a person approves the scope, it becomes the trusted input for the estimating stages downstream.

Flow

  1. Interpret project information
  2. Prepare scope and project understanding
  3. Review and edit the proposed scope
  4. Human approval before estimating
Project scope, key quantities and confirmed work, presented for review before approval.

Approved Scope

Nothing is priced until a person approves the scope.

Scope Intelligence proposes; people decide. The proposed scope is reviewed, edited where needed and approved before it becomes the trusted input for pricing.

Warnings raised by the system are advisory, and estimates are reviewed again before they are delivered.

04Budget Estimate

Budget estimating from an approved scope.

The Budget Estimate workflow works from the approved project scope.

Pricing can draw on historical and benchmark evidence. AI assists with pricing proposals and reasoning, while calculations run through deterministic logic and guardrails — and the estimate is reviewed by a person before it is delivered.

Inputs and controls

  1. Approved scope
  2. Project documents and evidence
  3. Historical and benchmark pricing evidence
  4. AI-assisted pricing proposals and reasoning
  5. Deterministic calculation and guardrails
  6. Human review before delivery

04Preliminary Estimate

A structured handoff for detailed costing.

The Preliminary workflow starts from the approved scope. The platform prepares the Preliminary package: correctly scoped costing items, organised by category and structured for handoff.

Once the package is approved, the structured package is handed into Wunderbuild, where detailed measurement and costing continue. Wunderbuild is a separate third-party platform; this workflow prepares a correctly scoped handoff into it rather than replacing it.

Handoff

  1. Approved scope
  2. Preliminary package prepared
  3. Package approved
  4. Structured package handed into Wunderbuild
  5. Detailed measurement and costing continue in Wunderbuild
After approval, the Preliminary package is structured for handoff into Wunderbuild for detailed costing.

After approval — continued in Wunderbuild

Wunderbuild — The approved Preliminary package continues into detailed costing work in Wunderbuild.

04Workflow Automation

Automation behind the estimating interface.

Behind the estimating interface, workflow automation coordinates payment verification, service routing, document readiness and operational handoffs across connected systems.

These workflows move information between systems and check defined conditions. Decisions on scope and pricing stay with people.

Payment Verification — Checks payment status in Xero and updates the relevant workflow state across connected systems.
Service & Pricing Routing — Determines the service pathway, pricing logic and downstream workflow route.
Document Readiness — Checks submitted project information and documents, identifies missing requirements and controls whether the workflow can continue.

04Integrations

Each tool has a defined job in the system.

The surrounding automation connects the commercial, operational and estimating sides of the workflow.

  • CRM

    GoHighLevel

    CRM and opportunity workflow.

  • Orchestration

    n8n

    Workflow orchestration and automation.

  • Data

    Supabase

    Application data and workflow state.

  • Payment

    Xero

    Invoice and payment verification.

  • Documents

    Azure Document Intelligence

    OCR and document processing.

  • AI

    AI model providers

    AI-assisted document, scope and pricing workflows.

  • Application

    Next.js

    Web application and operations workspace.

  • Estimating

    Wunderbuild

    Detailed preliminary estimating workflow.

04Engineering Detail

What the system does.

An integrated construction estimating system designed to streamline project intake, document processing, scope intelligence, review workflows, and estimating operations.

Key capabilities

  • Document intake automation
  • Azure Document Intelligence OCR
  • AI-assisted scope analysis
  • Construction document classification
  • Automated workflow orchestration
  • Budget Estimate workflows
  • Preliminary Estimate workflows
  • Human approval checkpoints
  • CRM integration
  • SharePoint document management
  • Supabase data storage
  • Wunderbuild handoff for approved preliminary outputs
  • Xero-linked payment verification

Technology

  • Next.js
  • TypeScript
  • n8n
  • Supabase
  • Azure Document Intelligence
  • OpenRouter
  • Claude
  • GoHighLevel
  • SharePoint
  • Xero
  • Wunderbuild

Implementation status

Production · Active

Budget and Preliminary Estimate workflows are live. The Full Estimate / RFQ workflow is deferred and not part of what is shown.

05Result

Less manual handling between systems, a clear project state from enquiry to estimate, and structured, human-approved handoffs into pricing and detailed costing.

Operational value

Estimate preparation
Faster
Documents, scope and estimate drafts are prepared in one connected flow, not across separate tools.
Manual handling
Reduced
Intake, payment checks and document processing move between systems automatically.
Approval flow
Human-gated
Scope is approved before pricing, and estimates are reviewed before delivery.
Workflow visibility
One system
Documents, scope, review and estimating stages are tracked together.

06My role

What I was responsible for.

My work covered the product architecture, workflow design, automation, dashboard UX/UI, AI-assisted processes and systems integration behind the estimating workflow.

The business, its intellectual property and estimating methodology, and third-party platforms such as Wunderbuild remain with their respective owners.

  1. Product Architecture
  2. Workflow Design
  3. Automation
  4. Dashboard UX/UI
  5. AI Workflow Implementation
  6. Systems Integration
  7. Backend Workflow Logic
  8. Estimating Workflow Design
Platform
  • Web Application
  • Operations Platform
  • Automation System

Contact

Have a workflow, dashboard or CRM that needs fixing? Let’s talk.

Available for new projects

Tell me about the operation, the systems involved and where the work gets stuck. A short call is usually enough to see whether I can help.