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Julius Dela Peña

Selected WorkProject 012026

ConstructionEstimation 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.

  • Web Application
  • Operations Platform
  • Automation System

01Project
of 15

Project overview
Construction estimation workspace showing active estimates and their workflow stagesOpen the full Estimation Operations Workspace (opens in a new tab)
01Estimate control room
Approved budget estimate with project information, areas and a structured estimate outputOpen the full Budget Estimate (opens in a new tab)
03Budget Estimate
Scope intelligence screen showing project areas, key quantities and confirmed workOpen the full Scope Intelligence (opens in a new tab)
02Scope Intelligence
Context
Australian construction services business
Domain
Estimating and operations
Scope
Intake through costing handoff
Status
Production · Active / Ongoing

01The Challenge

What every estimate depended on.

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.

The goal

Design one connected workflow rather than another isolated dashboard.

Creating an estimate, analysing documents, reviewing scope and approving a budget estimate.

02Operational Hub

A central workspace for the estimating workflow.

Project records, documents, scope review and estimating status in one place.

Each project moves through explicit workflow states, so the team can see what is waiting and what comes next.

Workspace spec

Trigger
New project intake, via the CRM
Output
Budget Estimate, or a Preliminary package
Review gate
Scope approved by a person

03How It Works

One system. From enquiry to estimate.

Four stages, each with a defined output, and a person at the decision point.

  1. Document intake

    PDF, JPG and PNG project documents are read with Azure Document Intelligence and become structured evidence.

    OCR

  2. Scope intelligence

    A proposed scope is prepared from the project information and document evidence, ready for review.

    AI-assisted

  3. Scope approval

    Nothing is priced until a person reviews, edits where needed and approves the scope.

    Human approval

  4. Costing handoff

    The approved scope feeds the Budget Estimate in the platform, or a Preliminary package handed to Wunderbuild.

    Third-party handoff

From the production build

04Architecture

One connected system. From intake to execution.

Intake to detailed costing, with a person approving scope before any estimating begins.

  1. 01Capture

    • IntakeWebsite / Project Intake
    • CRMGoHighLevel

  2. 02Orchestrate

    • Orchestrationn8n Automation
    • Payment verificationXero
      Data & workflow stateSupabase

  3. 03Process

    • Next.js interfaceOperations Workspace
    • OCR · AzureDocument Processing
    • AI-assistedScope Intelligence

  4. 04Decide & deliver

    • Approval requiredHuman Scope Review (Human approval gate)
    • Within the platformBudget Estimate
      Within the platformPreliminary Package
    • Detailed costingWunderbuild (Third-party handoff)
  • System stage
  • Human approval gate
  • Handoff to a third-party platform

System architecture from project intake to detailed costing: AI assists with scope and pricing, calculations are deterministic, and a person approves the scope before estimating.

05Human Review

Nothing is priced until a person approves the scope.

AI and automation prepare the work; people approve the decisions.

Implementation statusProduction · Active / Ongoing

  • Document processing (Azure OCR)Built
  • Scope Intelligence (AI-assisted)Built
  • Human scope approvalBuilt
  • Budget Estimate (deterministic calculation)Built
  • Preliminary handoff to WunderbuildBuilt
Scope intelligence screen showing project areas, key quantities and confirmed workOpen the full Scope review capture (opens in a new tab)

Scope Intelligence: the proposed scope, key quantities and confirmed work, laid out for review before a person approves it.

Output · Budget estimate

Page two of the budget estimate: the allowances included, what is not included and what could change the number; business details are blurredOpen page 2 of the budget estimate (opens in a new tab)Page one of a finished preliminary budget estimate: project areas, an estimated budget of $815,000 with a likely range of $760,000 to $870,000, and each area of work priced; client name, address, business name and logo are blurredOpen page 1 of the budget estimate (opens in a new tab)

A finished Budget Estimate, the workflow’s delivered output: areas, the estimated budget and likely range, every area of work priced, and the allowances included. Client, address and business details are blurred.

06The Stack

Each tool has a defined job in the system.

Roles over logos. Only integrations that exist in the build are listed.

  • GoHighLevel

    CRM and opportunity workflow

  • n8n

    Workflow orchestration and automation

  • Supabase

    Application data and workflow state

  • Xero

    Invoice and payment verification

  • Azure Document Intelligence

    OCR and document extraction

  • AI model providers

    AI-assisted document, scope and pricing work

  • Next.js

    Web application and operations workspace

  • Wunderbuild

    Detailed costing, third-party (Preliminary path)

07The Outcome

What the system does.

Less manual handling between systems. A clear project state from enquiry to estimate.

A production system connecting project intake, document processing, scope intelligence, estimating workflows, automation and third-party integrations.

My role

  • Product Architecture
  • Workflow Design
  • Automation
  • Dashboard UX/UI
  • AI Workflow Implementation
  • Systems Integration
  • Backend Workflow Logic
  • Estimating Workflow Design

Delivered capability

  • Connects intake, documents, scope review and costing in one workflow
  • Keeps human approval at the scope decision, and a review before delivery
  • Turns project documents into structured evidence for estimating
  • Prices budget estimates through deterministic logic and guardrails
  • Hands a structured Preliminary package to Wunderbuild for detailed costing

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