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Guided playbooks

127 construction playbooks, ready to run.

Real, end-to-end workflows a construction team actually runs - estimating, tendering, BIM, site, commercial and handover. Each one is a worked example you can open in the live demo and follow step by step, with what to do and why at every stage.

127 playbooks8 disciplines450 guided stepsOpen any one in the live demo
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Planning & controls

Set up a project and hand it over

Take a job from the very first setup right through to handover. Create it, price the work,…

5 steps20 minOpen
Estimating & costing

Price a building from a PDF

Start from a flat PDF drawing and finish with a priced, validated estimate ready to export.…

5 steps15 minOpen
Estimating & costing

Check an estimate before you send it

Put a priced bill through the validation rules, clear every warning and error, then export…

3 steps8 minOpen
Tendering & procurement

Run a tender from a BOQ

Take a priced bill of quantities out to market: package it, invite the subcontractors, leve…

5 steps12 minOpen
Tendering & procurement

Procure materials from the BOQ

Buy the quantities you already priced: raise a requisition off the bill, place the order wi…

4 steps10 minOpen
BIM & takeoff

Get 6D carbon from a BIM model

Turn a converted BIM model into an embodied carbon footprint. Auto-enrich reads quantities…

5 steps12 minOpen
Planning & controls

Build a baseline and track progress

Plan the programme, freeze a baseline to measure against, feed real progress back from site…

4 steps12 minOpen
BIM & takeoff

Get quantities from a BIM model

Load a converted model, lift the element quantities straight off the geometry, carry them i…

3 steps12 minOpen
BIM & takeoff

Measure quantities from a DWG

Load a DWG, lock the scale against a known dimension, measure the areas, lengths and counts…

3 steps10 minOpen
Site & field

Run the site day

Close the day out properly: record the diary, book the labour and plant hours, upload the p…

4 steps9 minOpen
Quality & safety

Inspect work and close a non-conformance

Inspect the work against its acceptance criteria, raise a non-conformance the moment it fai…

3 steps10 minOpen
Commercial & contracts

Turn a change into a paid variation

Capture a scope change while it is fresh, price it as a contract variation on your agreed r…

3 steps11 minOpen
Commercial & contracts

Run a subcontractor package

Award a trade package to a subcontractor, place it on a subcontract with a schedule of valu…

3 steps11 minOpen
Handover & lifecycle

Hand over and close out

Finish the job cleanly: work the punch list to zero, confirm every inspection passed and no…

5 steps14 minOpen
Estimating & costing

Estimate from a cost database

Pull priced items from a real cost database, build the bill from them, bundle recurring bui…

4 steps12 minOpen
Estimating & costing

Set contingency from cost risk

Turn a single-point estimate into a range, run a Monte Carlo over the genuinely uncertain l…

3 steps11 minOpen
Tendering & procurement

Compare bids and award

Take a folder of returned tenders that never quite match, strip them back to the same scope…

3 steps12 minOpen
Planning & controls

Earned value and forecast

See where the job truly stands against the plan and the budget: bring the programme current…

3 steps13 minOpen
BIM & takeoff

Coordinate models and resolve clashes

Bring the discipline models together on one coordinate base, run the clash test, clear the…

3 steps13 minOpen
Site & field

Answer an RFI

Turn a question from the working face into a tracked request, drive it to the party who own…

3 steps9 minOpen
Quality & safety

Toolbox talk and safety check

Brief the crew on the hazards this shift actually carries, capture who was there, then prov…

2 steps8 minOpen
Commercial & contracts

Payment application and reconciliation

Value the work put in place this period against the contract, raise the application with th…

3 steps12 minOpen
Handover & lifecycle

As-built and O and M handover

Pull the as-built record together, prove the quality file has no gaps, then issue an operat…

3 steps12 minOpen
Commercial & contracts

Change register and impact

Capture every change in one register, read the time and cost impact scored against the real…

3 steps11 minOpen
Commercial & contracts

Issue an electronic invoice

Turn a certified valuation into a compliant electronic invoice, issue it in the structured…

3 steps10 minOpen
Planning & controls

Set up a new project

Stand up a new job so everything downstream has one clean spine to attach to: create the re…

3 steps8 minOpen
Estimating & costing

Build an assembly (recipe rate)

Turn a build-up you price again and again into one reusable assembly: pick the component it…

3 steps11 minOpen
Estimating & costing

Localize an estimate to a region

Move a priced estimate to another region without guessing: pick the regional cost base, app…

3 steps12 minOpen
Commercial & contracts

Forecast project cash flow

Spread the priced work across the programme to see cash in and cash out month by month, fin…

3 steps12 minOpen
Site & field

Capture daywork and time and materials

Turn instructed extra work into a claim that gets paid: record the labour, plant and materi…

3 steps9 minOpen
Handover & lifecycle

Run a handover acceptance inspection

Walk the finished works with the client, record what passes and what does not against the a…

3 steps11 minOpen
Commercial & contracts

Control cost against budget

Hold the job to its number: fix the priced bill as the budget baseline, track committed and…

3 steps12 minOpen
Quality & safety

Get a material submittal approved

Put the product you plan to buy in front of the designer with its data behind it, get it ch…

3 steps9 minOpen
Planning & controls

Compile the weekly progress report

Mark up where the programme actually is, gather the week of diary entries and photos that p…

3 steps10 minOpen
Site & field

Issue a controlled drawing revision

Register a new drawing revision, mark the old one superseded, transmit it to every trade th…

3 steps8 minOpen
Commercial & contracts

Run the cost-value reconciliation

Set the cost you have committed against the value you have earned to the same cut-off date,…

3 steps12 minOpen
Quality & safety

Build and run an inspection and test plan

Agree the hold and witness points for a trade before it starts, inspect at each point as th…

3 steps11 minOpen
Site & field

Report and action a near-miss

Log the near-miss while the detail is fresh, work out the cause and set the corrective acti…

3 steps8 minOpen
Estimating & costing

Sense-check an estimate against benchmarks

Hold a priced estimate up against the reference cost base and your own history, flag the ra…

3 steps10 minOpen
Planning & controls

Produce a short-interval lookahead

Pull the next two to three weeks off the master programme, clear the constraints sitting in…

3 steps10 minOpen
Estimating & costing

Estimate a feasibility budget before design

Put an order-of-magnitude number in front of the board before a single drawing exists: pull…

3 steps9 minOpen
Handover & lifecycle

Manage the defects liability period after occupation

Once the building is occupied, log every reported defect against the contractor and a due d…

3 steps9 minOpen
Commercial & contracts

Submit a subcontractor valuation and get paid

Value your own work against the agreed schedule of values, submit it the moment the cycle o…

3 steps10 minOpen
Estimating & costing

Build an elemental cost plan

Structure a cost plan by classified element rather than by trade, check it against the clas…

3 steps11 minOpen
Planning & controls

Balance crews and plant across the programme

Read the labour and plant the near-term programme actually needs, check it against what is…

3 steps10 minOpen
BIM & takeoff

Raise a design query from BIM coordination

Turn a conflict spotted in the federated model into a formal design query, get it answered…

3 steps10 minOpen
Commercial & contracts

Check milestone progress before a valuation is approved

Confirm the programme has genuinely hit its milestone, cross-check it against the earned va…

3 steps9 minOpen
BIM & takeoff

Audit a model before it goes out

Run the checks that catch a bad model before a client or a site team opens it: coordinate b…

3 steps10 minOpen
Quality & safety

Get prequalified and onboarded as a subcontractor

Put your insurance, qualifications and safety record in front of a contractor once, get app…

3 steps8 minOpen
Estimating & costing

Provide an independent cost check on a design

Take a design or an accepted tender you did not price yourself, benchmark it honestly again…

3 steps10 minOpen
Site & field

Track a design change through to the site record

Follow a design change from the drawing that carries it, through the site instruction, to t…

3 steps9 minOpen
Planning & controls

Review and mitigate the risk register

Walk the risk register on a regular cadence, score likelihood and impact honestly, and assi…

3 steps9 minOpen
Site & field

Run a toolbox talk and record attendance

Plan a short safety briefing for the day, high-risk activity, deliver it to the crew, captu…

5 steps9 minOpen
Site & field

Prepare a method statement and risk assessment

Build a method statement and risk assessment for a work package before it starts, describe…

5 steps12 minOpen
Planning & controls

Build the baseline programme

Turn the agreed scope and the priced BOQ into a baseline programme: list the activities, se…

5 steps12 minOpen
Planning & controls

Update the programme and reforecast

Take the actual progress the site reports, mark activities complete or part complete, let t…

5 steps11 minOpen
Tendering & procurement

Issue a procurement and buying schedule

Turn the BOQ and the programme into a buying schedule: list the packages to buy, set lead t…

5 steps11 minOpen
Commercial & contracts

Assess and price a variation

When a change is instructed, capture it, price the added or omitted work from your rates, c…

5 steps11 minOpen
Commercial & contracts

Prepare an interim payment application

Build the monthly interim application: measure the work done to date, value it against the…

5 steps10 minOpen
BIM & takeoff

Coordinate and resolve model clashes

Run a clash coordination round: federate the discipline models, detect the clashes, triage…

5 steps12 minOpen
Handover & lifecycle

Assemble the O&M handover manual

Pull together the operation and maintenance manual: collect the as-built drawings, product…

5 steps13 minOpen
Handover & lifecycle

Set up the asset register for FM

Build the asset register the operator will run the building from: capture the installed ass…

4 steps11 minOpen
Handover & lifecycle

Manage the drawing register and transmittals

Keep the drawing register under control: log every drawing and its current revision, issue…

4 steps10 minOpen
Handover & lifecycle

Plan preventive maintenance from the asset register

Turn the asset register into a preventive maintenance plan: pick the assets that need sched…

3 steps9 minOpen
Handover & lifecycle

Raise and close a warranty claim

Get a failed asset fixed on the maker's coin: confirm it is in warranty, raise the claim ag…

3 steps7 minOpen
Handover & lifecycle

Check the asset data drop before handover

Make sure the model hands over usable asset data: read what the BIM carries, check it again…

3 steps8 minOpen
Quality & safety

Clear the snag list before handover

Drive the defects to zero before you hand over: work the open snags, re-inspect the fixes,…

3 steps8 minOpen
Quality & safety

Witness and record MEP commissioning

Prove the services actually work before handover: set the commissioning checks, witness eac…

3 steps9 minOpen
Commercial & contracts

Run a three-way match before paying a supplier

Only pay for what you ordered and received: line the invoice up against the purchase order…

3 steps8 minOpen
Commercial & contracts

Agree the final account and release retention

Close the contract cleanly: settle the final account from the agreed variations and valuati…

3 steps9 minOpen
Estimating & costing

Value engineer a design to the target cost

Bring an over-budget design back to target without gutting it: find the costliest elements…

3 steps10 minOpen
Tendering & procurement

Respond to an invitation to tender as a subcontractor

Turn an invitation to tender into a clean bid: read the scope and the conditions, price you…

3 steps8 minOpen
Quality & safety

Run a safety walk and log observations

Catch the hazards before they hurt someone: walk the site against a checklist, raise the un…

3 steps7 minOpen
Handover & lifecycle

Draft the first year maintenance budget

Put a real number on running the building: list the assets to maintain, price their planned…

3 steps9 minOpen
Planning & controls

Protect the programme from a long-lead item

Stop a long-lead item stalling the job: find the items whose delivery beats the programme,…

3 steps9 minOpen
Planning & controls

Run a progress meeting and drive the actions

Chair a site progress meeting, capture the decisions, turn each into an owned action or RFI…

4 steps8 minOpen
Estimating & costing

Draft an estimate with AI element matching

Match imported elements to cost items, let AI price the scope, accept it into the bill and…

4 steps10 minOpen
Planning & controls

Plan repetitive work with takt and line of balance

Zone the works, set a takt beat, level the crews to hold it, and publish the line of balanc…

4 steps9 minOpen
Commercial & contracts

Track an opportunity from enquiry to tender

Capture the client contacts, run the opportunity through the pipeline, convert the win into…

4 steps7 minOpen
Site & field

Manage the plant and equipment register

Register owned and hired plant, book its hours to the job, keep it inspected, and report ut…

4 steps8 minOpen
Site & field

Issue a permit to work

Raise a permit to work, tie it to its safe system of work, and close it out in the record.

3 steps7 minOpen
Quality & safety

Run the submittals register

Log shop drawings and submittals, check them against spec, issue for review, and flag anyth…

4 steps10 minOpen
BIM & takeoff

Set up the common data environment

Stand up the common data environment, load the information containers with the right status…

3 steps7 minOpen
Estimating & costing

Build the resource library and rates

Define your labour, plant and materials once, build assemblies from them, and reuse the sam…

3 steps8 minOpen
Commercial & contracts

Turn field time into payroll and labour cost

Take the approved hours off site, run them through payroll at the right grade and rate, and…

3 steps8 minOpen
Planning & controls

Balance the portfolio and level resources

See every live project and what it demands on one board, compare that demand to the crews a…

3 steps9 minOpen
BIM & takeoff

Set up BIM requirements and coordination

Write down what information the employer actually needs from the models, set the federation…

3 steps10 minOpen
Commercial & contracts

Build a delay and disruption claim with evidence

Open the claim under the right contract clause, pull the site diary records that prove the…

4 steps12 minOpen
Tendering & procurement

Maintain supplier catalogs and buy from them

Import and keep your supplier price lists current, raise the project buying schedule agains…

3 steps9 minOpen
Site & field

Mark up and compare a drawing revision

Open the current drawing revision, redline it with comments for the design team, and overla…

3 steps8 minOpen
BIM & takeoff

Verify as-built against the model with a scan

Load the site scan, overlay the design model to spot where the build has drifted from the m…

3 steps9 minOpen
Estimating & costing

Build a 5D cost-loaded model

Start from the priced bill, link cost to the model and the programme, and tie the cost bloc…

3 steps10 minOpen
Commercial & contracts

Give the client a project portal

Open a controlled window onto the job for the client: choose what they see, show them the a…

3 steps8 minOpen
Quality & safety

Manage an engineering change

Run a design or engineering change through proper control: raise it with its reason and ris…

3 steps9 minOpen
Site & field

Record a verbal instruction for the record

A verbal instruction costs you nothing you can prove. Log the call while it is fresh, confi…

3 steps7 minOpen
Estimating & costing

Appraise a development scheme

Work out what a site is worth to a developer: set the scheme mix and areas, price the build…

3 steps9 minOpen
Handover & lifecycle

Run reactive FM service after handover

Handle a fault the way a building operator should: log the reactive request against the ass…

3 steps8 minOpen
Estimating & costing

Import a GAEB tender into a priced BOQ

Receive a GAEB tender file, bring it in as a bill without rekeying, price the positions, va…

5 steps12 minOpen
Estimating & costing

Price the preliminaries and general conditions

Price the cost of running the job itself - site staff, welfare, plant, scaffolding and insu…

4 steps11 minOpen
Estimating & costing

Manage provisional sums and allowances

Handle the parts of a bill the design cannot yet fix - provisional sums, prime cost sums an…

4 steps10 minOpen
Estimating & costing

Escalate an estimate with price indices

Bring base-date rates forward to the midpoint of construction using published cost indices,…

4 steps9 minOpen
Estimating & costing

Build an all-in labour rate

Turn a base wage into a true cost per productive hour by adding on-costs and dividing by th…

4 steps10 minOpen
Estimating & costing

Write the basis of estimate

Capture the assumptions, inclusions, exclusions and qualifications behind a price and issue…

4 steps9 minOpen
Estimating & costing

Expand production norms into resource quantities

Take a production norm per unit, expand it across the takeoff quantity into labour, plant a…

4 steps11 minOpen
Tendering & procurement

Level bids to a common scope

Normalise structurally different bids - filling the scope gaps and pricing the qualificatio…

4 steps12 minOpen
Tendering & procurement

Issue a tender addendum and reissue

A bidder query or a design change lands mid-tender. Capture it, draft the addendum, reissue…

4 steps9 minOpen
Tendering & procurement

Raise a subcontract order from the award

Turn a winning bid into a live subcontract order: confirm the agreed scope and rates, raise…

4 steps11 minOpen
Planning & controls

Import a programme and set the baseline

Bring an external programme in from an exchange file, check the calendars and links survive…

4 steps10 minOpen
Planning & controls

Build a 4D construction sequence

Link model elements to schedule activities, play the build order back as a 4D animation, ch…

4 steps12 minOpen
Planning & controls

Build a milestone payment schedule

Tie payment milestones to real programme events, value each one so the schedule sums back t…

4 steps10 minOpen
BIM & takeoff

Federate discipline models for coordination

Gather the latest model from each discipline, combine them into one aligned federation, wal…

4 steps12 minOpen
BIM & takeoff

Check a model against the EIR and raise issues

Open the information requirements, check a delivered model against them for naming, classif…

4 steps11 minOpen
BIM & takeoff

Measure from a point cloud survey

Load a laser-scan point cloud of the existing conditions, measure the distances, areas and…

4 steps11 minOpen
BIM & takeoff

Run a clash profile audit

Define a clash profile - which element sets test against which, and at what tolerance - run…

4 steps12 minOpen
Site & field

Receive and reconcile material deliveries

Book a delivery in at the gate, check quantity and condition against the order, reconcile w…

4 steps9 minOpen
Site & field

Manage temporary works and inspections

Register every temporary works item, record the design check and coordinator sign-off, insp…

4 steps11 minOpen
Site & field

Run a concrete pour from request to record

Run the pour card loop end to end: raise the request, clear the pre-pour hold point, releas…

4 steps11 minOpen
Site & field

Mobilise the site and set up logistics

Get the site ready before work starts: run the mobilisation checklist for hoarding, welfare…

3 steps10 minOpen
Quality & safety

Manage HSE performance and statutory registers

Keep the statutory health and safety registers current, log and investigate incidents, trac…

3 steps11 minOpen
Planning & controls

Manage interfaces between work packages

Build the interface register, give each interface an owner on both sides and the informatio…

4 steps10 minOpen
Quality & safety

Run site quality checks with digital forms

Build the quality checklist from the specification, complete it on site with photos and sig…

4 steps9 minOpen
Commercial & contracts

Assess an extension of time with programme impact

Log the delay event with its evidence, insert it into the programme to measure the real imp…

4 steps12 minOpen
Commercial & contracts

Manage retention across the supply chain

Capture the retention terms both ways, track what you hold on each subcontractor, release i…

4 steps11 minOpen
Commercial & contracts

Reconcile a supplier statement

Match a supplier's monthly statement against your own purchase ledger, resolve the differen…

4 steps10 minOpen
Handover & lifecycle

Run a soft landings performance handover

Do not walk away at practical completion: confirm the in-use performance targets, set up an…

4 steps11 minOpen
Handover & lifecycle

Close out permits and statutory approvals

List every permit and planning condition, book the final statutory inspections, collect the…

4 steps10 minOpen
Handover & lifecycle

Register warranties and guarantees at handover

Collect every product and workmanship warranty from the supply chain, register each against…

4 steps10 minOpen
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