Skip to content
Julius Dela Peña

Selected WorkProject 072026

Estimation Operations Workspace

Central workspace within the broader estimation platform for reviewing projects, documents, scope intelligence and estimating workflows.

01Context

01Client
Australian construction services business
02Environment
Production
03Status
Active / Ongoing
04Part of
Construction Estimation Platform
05Disciplines
  • Web Application
Estimates list showing active estimates with their workflow stage, estimate type and statusOpen full-size image: Estimates list showing active estimates with their workflow stage, estimate type and status (opens in a new tab)
Recent estimates: each one’s workflow stage, estimate type and status in a single list.

02Problem

Estimating work needed one place to see where each project sat. Documents, scope, pricing and approval status were otherwise checked across separate tools.

03Build highlights

The primary interface of the estimation platform: one record per estimate, with Overview, Documents, Intelligence and Estimate views and explicit workflow stages.

03Overview

The interface the estimating work happens in.

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

The team works from a single record for each estimate instead of moving between separate tools.

03Workspace

One estimate, four views.

Each estimate opens on an overview of its type, workflow state, review and approval status. Tabs hold its documents, its scope intelligence and the estimate itself.

  1. 01Overview

    Estimate workspace overview showing estimate details and workflow stages from documents to approvalOpen full-size image: Estimate workspace overview showing estimate details and workflow stages from documents to approval (opens in a new tab)
    Estimate type, workflow state, review status and the stage track at a glance.

  2. 02Documents

    Documents tab showing an uploaded project document and the documents-analysed statusOpen full-size image: Documents tab showing an uploaded project document and the documents-analysed status (opens in a new tab)
    Project documents are uploaded, prepared and analysed before scope intelligence.

  3. 03Intelligence

    Intelligence tab showing project areas, key quantities and confirmed workOpen full-size image: Intelligence tab showing project areas, key quantities and confirmed work (opens in a new tab)
    Project scope, key quantities and confirmed work, ready for review.

  4. 04Estimate

    Estimate tab showing an approved budget estimate with project information and a structured estimate outputOpen full-size image: Estimate tab showing an approved budget estimate with project information and a structured estimate output (opens in a new tab)
    The structured estimate output, prepared from the approved scope.

03Workflow States

Where every estimate sits.

Estimates progress through defined stages. Review and approval are explicit steps in the workspace, so scope is approved before pricing and estimates are reviewed before they are delivered.

Stages

  1. 01Documents
  2. 02Analysis
  3. 03Pricing
  4. 04Review
  5. 05Approved
Close-up of the workspace stage track: documents, analysis and pricing complete; review and approved to comeOpen full-size image: Close-up of the workspace stage track: documents, analysis and pricing complete; review and approved to come (opens in a new tab)
Stage track — The same stages as they appear on an estimate in progress.

03Design Focus

Fewer places to check.

Each estimate’s overview answers the questions that come up while it is in progress: what has arrived, what has been analysed, what is approved and what comes next.

Visible on every estimate

  1. Estimate type
  2. Workflow state
  3. Review status
  4. Documents attached
  5. Approved scope
  6. Estimate output
View the Construction Estimation Platform project

03Engineering Detail

What the system does.

A centralized operational workspace built to connect estimating workflows, document readiness, project information, review processes, and internal management activities.

Key capabilities

  • Project intake monitoring
  • Workflow status management
  • Document processing visibility
  • Estimate preparation workflows
  • Internal review and approval
  • System integrations
  • Operational status tracking
  • Centralized project information

Technology

  • Next.js
  • TypeScript
  • Supabase
  • n8n
  • GoHighLevel
  • SharePoint

Implementation status

Production · Active

The primary interface of the Construction Estimation Platform.

04Result

Less context switching, clearer project review, and approval steps that are visible before pricing and delivery.

Operational value

Workflow view
One workspace
Project status, documents, scope and estimating stages in a single interface.
Context switching
Reduced
Fewer disconnected tools to check while an estimate is in progress.
Project review
Clearer
Each estimate shows where it sits in the workflow.

05My role

What I was responsible for.

The workspace is part of the Construction Estimation Platform; the business and its estimating methodology remain with the client.

  1. Dashboard UX/UI
  2. Product UX
  3. Full-Stack Build
Platform
  • Web Application

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.

Book a call (opens in a new tab)Email me