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
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
- Incoming project information
- CRM state
- Payment confirmation
- Project documents
- Estimation readiness
- Scope review
- 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.
Intake
- . Connects to GoHighLevel.
Intake
Website / Project Intake
Commercial
- . Connects to n8n Automation.
CRM
GoHighLevel
Orchestration
- . Connects to Xero, Supabase.
Orchestration
n8n Automation
Systems
- . Connects to Operations Workspace.
Payment verification
Xero
- . Connects to Operations Workspace.
Data & workflow state
Supabase
Workspace
- . Connects to Document Processing.
Next.js interface
Operations Workspace
Documents
- . Connects to Scope Intelligence.
OCR · Azure
Document Processing
Intelligence
- . Connects to Human Scope Review.
AI-assisted
Scope Intelligence
Review
- . Connects to Budget Estimate, Preliminary Package.
Approval required
Human Scope Review
Estimating
Within the platform
Budget Estimate
- . Connects to Wunderbuild.
Within the platform
Preliminary Package
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.
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
- PDF, JPG and PNG project documents
- OCR with Azure Document Intelligence
- Structured evidence and project context
- Used downstream by scope intelligence and estimating
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
- Interpret project information
- Prepare scope and project understanding
- Review and edit the proposed scope
- Human approval before estimating
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
- Approved scope
- Project documents and evidence
- Historical and benchmark pricing evidence
- AI-assisted pricing proposals and reasoning
- Deterministic calculation and guardrails
- 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
- Approved scope
- Preliminary package prepared
- Package approved
- Structured package handed into Wunderbuild
- Detailed measurement and costing continue in Wunderbuild
After approval — continued 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.
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.
- Product Architecture
- Workflow Design
- Automation
- Dashboard UX/UI
- AI Workflow Implementation
- Systems Integration
- Backend Workflow Logic
- 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.








