Green Care Project · Estimation & procurement

How the tool works, screen by screen

A walkthrough of what Haytham sees when he uses the tool: where data flows in, what the workspace feels like in use, and what comes out at the end. Built for review ahead of Sprint Session Two so you can see the shape of the build before the build itself starts.

Two data flow diagrams Five screens Click any block in a diagram for detail
Data flow · 1 of 2

MVP – what flows in, what comes out

Per-quote inputs on the left, the build's processing pipeline in the middle, deliverables on the right. The data store sits beneath the build. Click any block for what it does and how.

Inputs The build Outputs Bluebeam CSV/XML per quote · takeoff export Project metadata form per quote · job code, address, dates, overrides IDML Master Schedule one-time · 87-code catalogue 27 family prefixes Historical pricing seed one-time · Indus, Montpelier, Sydney St + supplier folders Parse Bluebeam Subject + Label per SOP code, zone, depth Capture metadata project + per-quote overrides into quote_versions Parse IDML catalogue one-time · code → metadata Match codes catalogue + historical pricing + supplier suggestion Compute confidence material × pricing × supplier Workspace section-grouped table edit-in-place · estimator review Approve? VC4.x Excel mirror matches GCP's template Nexvia CSV paste into Nexvia PDF summary stretch · time-permitting Data store · Postgres + Storage materials_catalog · quote_versions · quote_lines · historical_pricing · bluebeam_takeoffs · file storage catalogue seed pricing seed yes stretch
input build step output data store stretch / Stage 2
Data flow · 2 of 2

Stage 2 – how the prototype scales

Same MVP core, with dashed-outline blocks showing what Stage 2 adds. Each Stage 2 capability reuses the MVP's data layer – nothing forces a rewrite of the core.

Inputs The build Outputs Bluebeam CSV/XML MVP Project metadata form MVP, per quote IDML Master Schedule MVP Per-project supplier quotes MVP seed 88-supplier corpus Stage 2 enrichment DXF surfaces plan Stage 2 plan validation Bluebeam parser MVP Capture metadata MVP, per quote IDML catalogue parser MVP · one-time DXF layer parser Stage 2 · hatch areas Code matcher + pricing + supplier Confidence + Stage 2 plan diffs Workspace MVP · estimator review Plan validation Stage 2 · takeoff vs DXF Procurement chat Stage 2 Multi-project dashboard Stage 2 VC4.x Excel mirror MVP Nexvia CSV MVP Nexvia API push Stage 2 Qwilr quote draft Stage 2 Data store · MVP + Stage 2 tables materials_catalog (MVP) · quote_versions · quote_lines · historical_pricing · bluebeam_takeoffs · dxf_takeoffs (Stage 2) · file storage MVP seed Stage 2 enrichment catalogue seed
MVP input MVP build MVP output Stage 2 (dashed)
Screen 1 · Project intake

Where the estimator starts a new quote

One Bluebeam upload plus a small project-metadata form. Parse status while files process, and an extracted-data preview before the workspace opens. The VC4.x structure is encoded into the build, not uploaded per quote.

Intake Workspace Output
L24-072 · 14 Sydney St, New Farm · V1 (draft)
Bluebeam takeoff
14 Sydney St – Markup and Total.csv
12 cols · 360 markups · Subject coverage 57%
Project metadata
Job codeL24-072
Site address14 Sydney St, New Farm
BuilderRise Constructions
Quote due22 May 2026
Works start14 Jul 2026
Per-quote rate overrides · optional
Designer rate$140/hr (default)
Material margin30% (default)
Contractor margin30% (default)
Bluebeam parsed
204 detail rows · 156 unconfigured count-tool clicks filtered · 17 distinct material codes detected
Project metadata captured
new quote_versions row created · rate defaults inherited from build-time VC4.x seed (no overrides set this quote)
IDML catalogue matched
10 of 17 codes match catalogue (B1, GA1, GA2, E1, SS1, PO1 …) · 7 outside catalogue (CP1-3, FL1-2, PL1, T1-2, SB1 – likely lighting and project-specific items)
Cross-referencing historical pricing
querying 3 prior quotes + per-project supplier folders · ~5s remaining
Screen 2 · Estimation workspace

Where the estimator spends most of their time

Section-grouped table view per Haytham's SOP. Edit-in-place. Confidence flags are clinical: "Confidence: low. Review needed." surfaces the why directly. Per-line margin override visible when used; otherwise the supplier or quote default applies silently.

Intake Workspace Output
L24-072 · 14 Sydney St · V1 V2 V3 draft · autosaved 2 min ago
Day 1 reality With only Indus and Montpelier seeded, most line items on early quotes will land low or medium confidence. As more quotes feed the historical database, this distribution shifts toward high. The example below shows the third real quote built in the tool, where Indus and Montpelier have already taught it most surfaces.

Sections

Per-quote rates

Manager$90/hr
Trade$70/hr
Labour$75/hr
Designer$140/hr
GCP Machine$171.43/hr

Margins · default

Material30%
Contractor30%
5 · Pavers, Boulders & Gravel
CodeDescriptionQtySupplierUnit rateMarginConfidence
5.1Bluebeam: SS1
Crazy Pave Steppers on mortar bed
SS1 · stone steppers (IDML catalogue)
12.4 m² Eco Outdoor $185.00 / m² 30% High
5.2Bluebeam: RP1
Cascade River Pebble + Drainage Gravel
RP1 · 25mm pebble · large bed area
3.8 m³ Centenary Landscaping $248.00 / m³ 30% High
5.3Bluebeam: TS1
Timber sleeper stairs, side of house
TS1 · IDML match · 1 prior quote (Indus, 14 months ago)
6 risers Bunnings Trade $340.00 / riser stale 30% Medium
Pricing 14 months old. Confirm rate before issuing.
5.4B1 family · no exact match
Feature boulders, garden areas
Bluebeam: B1 (large boulder) · no prior pricing on this size
3 ea 30% Low
Catalogue family B matched but the size variant is new. No historical pricing. Review needed.
How margin works

Per-line overrides are available when a contractor needs a different rate. Effective margin per line = line override → supplier default → quote default. None of the lines above carry an override, so the quote-level 30% applies. The override interaction itself is shown on the next screen.

Screen 3 · Resolving a flagged line

The moment the human-in-the-loop earns its keep

When the tool flags a line as low confidence, the estimator decides what happens next. The tool offers its best suggestions, but never picks for the estimator. Whatever Haytham confirms here becomes a future training signal, so the next quote with a similar item lands at higher confidence.

Intake Workspace Output
L24-072 · resolving line 5.4 · V2 · autosaved
5 · Pavers, Boulders & Gravel
5.1Crazy Pave Steppers on mortar bed12.4 m²$185.00 / m²High
5.2Cascade River Pebble + Drainage Gravel3.8 m³$248.00 / m³High
5.3Timber sleeper stairs, side of house6 risers$340.00 / riserMedium
5.4Feature boulders, garden areas3 eaLow
Confidence: low · review needed

Resolve 5.4 · Feature boulders, garden areas

Close ✕
From the Bluebeam takeoff
Subject Feature Boulder - B1 - Frontyard
Label B1 - 600-800mmW
Quantity 3 each
Page · colour Page 3 · olive
Why low confidence
Catalogue family B matched, but the 600-800mm size variant has no prior pricing. Boulders typically priced individually based on supplier walk-through.

Pick a match or add as new

The tool suggests the closest catalogue entries and any prior usage from your seeded projects. If none fit, add this as a new size variant for B1.

Catalogue family B
B3 · Large boulder, natural granite (800mm+)
From the IDML Master Schedule. Larger than the marked size. No prior pricing.
Pick B3
Prior usage · Indus St
Feature boulder, 700-800mm · Rocks on Rocks · $385 ea
Used on Indus St (14 months ago). Same size band. Pricing is stale and worth confirming with supplier before accepting.
Use this
Or add as a new size variant
Description Feature boulder, 600-800mm, natural granite
Unit rate$ per ea
Supplierpick or add
Margin30% (default)
If you're setting a margin override
Three-tier precedence

When a contractor needs a different rate to keep the quote competitive, the override sits at the most specific level you choose:

1 Line override  applies to this line only not set
2 Supplier default  applies to all lines from this supplier not set
3 Quote default  currently applies 30%
Set as supplier default for Rocks on Rocks →
Screen 4 · Plants

Different shape of data, same workflow

Plants don't quote like materials. Each plant is supplied by pot size, with separate set-out and install hours captured against Designer and Trade rates. The build mirrors the PLANTS tab in your VC4.x, with the same plant-code construction rule from your SOP step 12 (ALObri, FICgrn).

Intake Workspace · plants Output
L24-072 · 14 Sydney St · V2 · autosaved
Section 10 · Plants 8 plants across 3 pot-size bands 3 suppliers Set-out: Designer · 10 hrs Install: Trade · 62 hrs
Code Plant Supplier 400L 200L 45L 300mm 200mm 140mm Install
ALObri Alocasia brisbanensisCunjevoi · feature Plants Direct Qld 3 8 hrs
FICgrn Ficus microcarpaGreen Island · screening Plants Direct Qld 6 12 14 hrs
DIAcae Dianella caeruleaBlue flax-lily · groundcover Native Plant Wholesalers 24 48 10 hrs
LOMlon Lomandra longifoliaTanika · grass tussock Native Plant Wholesalers 82 12 hrs
PHIxanstale pricing Philodendron xanaduXanadu · lush filler Plants Direct Qld 8 16 6 hrs
ZOYemp Zoysia japonicaEmpire turf · separate from sec. 6 Twin View Turf 240 8 hrs
CALspenew species Callistemon ‘Slim’Bottlebrush, dwarf · hedging 14 — hrs
SYZrecno supplier Syzygium australeLilly Pilly · screening 8 — hrs
Set-out hrs (Designer)10 hrs
Install hrs (Trade)62 hrs
Plants supplied461 across 8 species
Lines needing review2 of 8
Why plants are separate

Plants are quoted differently from other materials. Each species is supplied by pot size (the matrix above), and labour is captured against Designer hours for set-out and Trade hours for install rather than per-line margin. Pricing comes from your supplier plant lists, not Bluebeam takeoffs.

Screen 5 · Output panel

Activated after the estimator approves

Generates the deliverables. Excel mirror is the primary artefact (matches GCP's existing template); Nexvia CSV is the structured handoff; PDF summary is stretch.

Intake Workspace Output
L24-072 · 14 Sydney St · V2 (approved) · 2 min ago
Primary deliverable · .xlsx · 218 KB

VC4.x Excel mirror

The full quote in your VC4.x format. CLIENT QUOTE, ITEMS 1–10, MATERIALS LIST, NEXVIA IMPORT, SUMMARY tabs all populated. Familiar review format for downstream use.

CLIENT QUOTE · 10 sections · 26 line items
ITEMS 1–10 · per-item Cost+Margin breakdown
MATERIALS LIST · 47 rows · 12 suppliers
NEXVIA IMPORT · 58 columns · ready to paste
Download Excel
.csv · 18 KB

Nexvia import CSV

58-column structure matching the NEXVIA IMPORT tab. Paste straight into Nexvia. Live API push is Stage 2.

Download CSV
Stretch PDF summary – generated only if Excel and Nexvia CSV land cleanly within the sprint. Not a commitment.
Generate PDF