Guided playbooks

159 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.

159 playbooks8 disciplines618 guided stepsOpen any one in the live demo
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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
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
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
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
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
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
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
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

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

Build the baseline programme

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

5 steps12 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
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

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
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
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
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
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
Tendering & procurement

Level bids to a common scope

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

4 steps12 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
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
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

Get a key document signed off

Pick the document that needs formal sign-off, open a signing session with the right signator…

4 steps8 minOpen
Site & field

Run a site supervision visit

Plan and conduct a supervision visit, log observations and flag hidden works to inspect befo…

4 steps11 minOpen
BIM & takeoff

Adopt a CDE approval preset

Run the CDE setup wizard, adopt a ready-made ISO 19650 review flow in one click, tailor it t…

4 steps8 minOpen
Commercial & contracts

Send a bill to Spain in FIEBDC-3

Export a priced bill to FIEBDC-3, the budget format the Spanish and Latin American market ex…

4 steps11 minOpen
Estimating & costing

Build a parametric assembly

Give an assembly named parameters and drive its component quantities from formulas over them…

4 steps12 minOpen
Commercial & contracts

Issue a compliant XRechnung

Turn a period of finished work into an electronic invoice a German public client will actual…

7 steps11 minOpen
Tendering & procurement

Build a Preisspiegel and award

Send one work package to several Nachunternehmer, level what comes back onto the same scope,…

7 steps13 minOpen
Site & field

Keep a court-proof Bautagebuch

Write the site day while it happens - weather from an independent source, crews, progress, o…

6 steps11 minOpen
Commercial & contracts

Run the VOB/B payment clock

Register the contract, raise each Abschlagsrechnung against it, open a payment clock over th…

7 steps12 minOpen
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