Scope and quotation reconciliation
Scope and quotation reconciliation. Keep the source details and outstanding dependencies together.
EXTENSION PROJECT / ISSUED DRAWING / VARIATION
AI agent for home-extension building contractors
Keep the build moving when a drawing, delivery or decision changes.
Your AI agent connects issued drawings, agreed scope, supplier lead times, subcontractor commitments and variations.
A specialised AI agent you can ask for more. Chat here on the site.
$149.00/month, including $60.00 in monthly credits. Monthly subscription. Before tax.
Specialised AI agentYour own report presetNo connection needed to begin
Extension project officeSPECIALIST / 619
YOUR SPECIALISED AI AGENT
One place for scope and quotation reconciliation, trade and delivery coordination, stage records and customer follow-through.
MADE FOR YOUR WORKDAYStart with work already on your desk
Your first useful assignment.
Share the relevant records in your regular Teams chat and give your specialist an outcome. No model or tool choices to make first.
Get my AI agent →YOU COULD ASK
“Start with one current assignment and your available extension project records. Scope and quotation reconciliation comes first: reconcile the sources, save the working plan and carry the next available steps through.”
- Scope and quotation reconciliation
- Trade and delivery coordination
- Stage records and customer follow-through
A useful first result
An editable extension project office working register with traceable references, resolved discrepancies and specific next actions.
Example assignment, not a promised delivery time. Your agent works from the records and access you provide. Add connections when you want it to act in other systems.
A conversation at your desk
Coordinate four home extensions through the next six weeks, resolve trade and material dependencies and keep each customer and stage record current.
This example shows an established working setup: the agent already knows the business and has the records and connections listed below. Hand over the assignment and it carries the work through to saved results.
Illustrative project · configured agent at work
A configured agent with your extension project, issued drawing and variation records, current commitments and the connected accounts used for trade and delivery coordination.
- Scope and quotation reconciliation
- Trade and delivery coordination
- Stage records and customer follow-through
A working specialist can handle the project, with a configured team sharing the work where available. This is an example of what you can build up to, not a first-launch conversation. Timing and usage depend on the assignment.
- Extension project office owner
Coordinate four home extensions through the next six weeks, resolve trade and material dependencies and keep each customer and stage record current.
- Your AI agent · AI Agent Store
A window delivery moved and a kitchen change affects electrical work. I am reconciling the dependencies and updating the programme and variation records.
Work in progress - Extension project office owner
Keep agreed scope and recorded inspection milestones visible in every update.
- Your AI agent · AI Agent Store
Trade commitments and material dates reconcile, completed stages have actual records and customers have a current programme with documented variations and next actions. Your working files and dashboard reflect the recorded outcomes.
Later · delivery and saved results
Built around the details that matter
Scope and quotation reconciliation. With the right questions already in mind.
Builds residential extensions as the principal contractor; individual plumbing, roofing and electrical niches supply specialist trades.
Trade and delivery coordination
Trade and delivery coordination. Track changes against the same job reference.
Stage records and customer follow-through
Stage records and customer follow-through. Save the outcome and carry the next steps into your working records.
EXTENSION PROJECT / ISSUED DRAWING / VARIATION
A working brief for your AI agent.
Connect issued drawings, agreed scope, supplier lead times, subcontractor commitments and variations. Preserve engineering and inspection records from the responsible professionals, distinguish forecasts from completed stages and follow changed decisions through cost and programme records. Your specialist maintains these working records in regular Teams as the assignment develops.
AI
Your AI agentPrepared for home-extension building contractors
Extension project office working registerEXAMPLE, NOT LIVE ACTIVITY
An example record for extension project office reference, extension project, issued drawing and variation, current commitment and next dependency, build stages completed.
01Extension project02issued drawing03variation
The useful next step
Scope and quotation reconciliation
Prepare scope and quotation reconciliation from the available records. Save the supporting references and mark any missing details so the next step stays clear.
The details your specialist follows
Inside the extension project office
Follow each extension project office reference through the working record. The example below shows how references, dependencies and resolutions stay together, so you can trace what changed and what happens next.
Keep an eye on: changed drawings, late materials, unpriced variations and unresolved trade dependencies.
Illustrative working document · your records start empty
| Extension project | Dependency to follow | Evidence of completion |
|---|---|---|
| EXTENS-104 | Scope and quotation reconciliation | Trade dependencies resolved |
| EXTENS-118 | Trade and delivery coordination | Variation decisions recorded |
| EXTENS-126 | Stage records and customer follow-through | Completed stages with required supporting records |
Active extension project office records3
Build stages completed20 stages
Outcomes with supporting evidence2
Illustrative project figures. Your agent maintains working records in normal Files and Tasks and reports completed work in Teams Dashboards. Ask it to adapt those records and reports as your workflow changes.
A small tool for a real job
Stages to plan. Before the back-and-forth.
Follow changed drawings, late materials, unpriced variations and unresolved trade dependencies before they turn into another missed commitment.
Try the numbers, then bring the confirmed brief to your specialist. Start with a reference such as “Job 104”—you do not need to upload your customer database.
- Extension project office reference
- Extension project, issued drawing and variation
- Current commitment and next dependency
- Build stages completed
Try your own numbers
Stages to plan
Planning arithmetic from your inputs. Your specialist can turn the confirmed details into a working brief. This is not a quote or capacity commitment.
From enquiry to a useful next step
Extension project office working register. Your way of working.
01
Brief and source records received
Add a job reference and the details you already know.
02
Scope and quotation reconciliation
Extension project office reference and Extension project, issued drawing and variation, ready to check.
03
Trade and delivery coordination
Give your specialist the outcome and let it carry the work forward.
04
Outcome evidence verified
Keep working records in Files and Tasks.
05
Stage records and customer follow-through
Keep the job and its next steps together.
Ask your specialist to maintain your working records in Files and Tasks and adapt the reports in Teams Dashboards. These are the regular platform tools, prepared for your business. Connections to other systems are optional.
Prepared for your business
The numbers behind your extension project office.
Six useful measures, ready in your regular Teams dashboard. Your specialist keeps them up to date from the real work and records it can access. Ask it to change a measure, add a report or investigate what is behind a result.
Recorded total · stages
Build stages completed
What this measures
Actual stages for build stages completed, from completed source records in the extension project office working register. Log the observed quantity once per source completion; exclude planned work, duplicate updates and example figures.
Recorded cases · cases
Trade dependencies resolved
What this measures
Distinct trade dependencies resolved cases supported by a recorded outcome in the extension project office working register. Count once per source case; repeated messages, reopened cases and routine checks are not additional completions.
Recorded cases · cases
Variation decisions recorded
What this measures
Distinct variation decisions recorded cases supported by a recorded outcome in the extension project office working register. Count once per source case; repeated messages, reopened cases and routine checks are not additional completions.
Average · hours
Complete change brief to issued variation
What this measures
Elapsed hours for complete change brief to issued variation, using actual start and completion timestamps for the same source case. One duration per completed observation; omit pending cases and missing timestamps.
Observed rate · %
Completed stages with required supporting records
What this measures
Completed stages with required supporting records divided by all completed assessments of the same requirement with a known met or not-met outcome. Use the agreed job specification and actual evidence; classify each source case once, excluding pending and unassessed work.
Observed rate · %
Agreed stage dates met
What this measures
Agreed stage dates met divided by completed commitments with known original agreed deadlines and actual completion timestamps. Record on-time or late once per commitment; exclude pending or undated work and never move a past deadline to hide lateness.
Your reports start empty. Figures reflect observed work in the selected period; missing records are not treated as measured zeroes. Current jobs, schedules and stock stay in your working files and tasks. You and your agent can adapt the dashboard as your business changes.
Keep the tools that already work
Specialised in your trade. Open to your next idea.
Your AI agent starts with the details of your business already in mind. The three workflows are starting points. Ask it for help with another task in the same conversation.
An AI agent prepared for your business
The starting instructions, intake questions and working rules already match home-extension building contractors. Add your service list and one example of your tone when you are ready.
Give your agent the whole job
Give your agent an outcome, the access it needs and your budget. It handles routine decisions and follows through in your connected tools, asking when a missing business decision needs you. Set or change your own boundaries whenever you want.
Ask beyond the starting workflows
Ask your extension project office to investigate recurring exceptions, compare suppliers, improve customer communications or take on another business assignment in the same workspace. Give your agent another task in plain language. What it can carry out depends on the tools you connect and the access you choose.
Recommended starting plan
Your AI agent for home-extension building contractors.
Begin with one specialist and a report preset for your business. After setup, your regular Agent Teams conversation opens. No tool selection before your first conversation.
$149.00/month
Capacity for 3 running agents · 250 active hours per month
Start my AI agent →A clear starting total
$149.00 before tax today and monthly, including $60.00 in Platform Credits after the first payment and each paid renewal.
Unused credits roll over. AI usage draws from your balance; additional credits are available when needed. $0.15 applies per active hour beyond the included allowance. Optional voice and other services cost extra.
Hosting availability is checked before payment. Create your account, confirm your monthly subscription, then start chatting when your specialist is ready. Your instructions and dashboard are prepared automatically after payment.
Automatic top-ups start off. Buy credits manually or set automatic top-ups and spending limits in your account. Keep the full Teams controls for models, connections and supported settings.
Before you begin
At your extension project office.
Can it follow extension project, issued drawing and variation through the whole assignment?
Connect issued drawings, agreed scope, supplier lead times, subcontractor commitments and variations. Preserve engineering and inspection records from the responsible professionals, distinguish forecasts from completed stages and follow changed decisions through cost and programme records. Start with the records you have; add connections when you want it to work in those systems.
Is this only for the three tasks shown?
No. This is an AI agent specialised for home-extension building contractors, with three prepared workflows to get you started. You can ask for writing, research, planning, analysis or another task in the same chat. It can make routine decisions and carry the work through using available tools. You set its boundaries; it asks when a real business decision or missing access needs you.
What happens after I subscribe?
After payment, we prepare your AI agent for home-extension building contractors, its workflows and your extension project office working register dashboard. Your regular Agent Teams chat opens when setup is ready. Files, Tasks, settings and billing work the same as for other customers. Reports start empty and count actual reported work; the examples above are illustrative.
Do I need to connect email or messaging?
No. Prepare your first brief and draft here. Connect external channels later when you want the specialist to work there.
Does this replace my existing business software?
Use it alongside your current tools for preparing work and organising jobs. Live stock, availability, sending and payment records require a verified connection or your own confirmation.
Choosing for a different business?
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