Turn further works on job cards into quotes for review

Your engineers already spot further works on site. A worn component, a failing part, an upgrade the customer should consider. The challenge is turning those findings into something your team can review, price and follow up while the visit is still fresh.

Build Concierge checks eligible completed job cards for further works, from service and planned maintenance visits to reactive and general jobs. It then prepares clear quote wording, a sales opportunity or a review note, so nothing your engineers find is left behind on the card.

Further works are found on all kinds of visits, not only planned maintenance. A reactive call-out uncovers a wider issue. A routine service reveals a part near the end of its life. A general job turns up a recommendation the customer will want to hear about.

Between the engineer writing it down and your team acting on it, those recommendations can easily slip away:

• They stay buried in engineer notes that nobody re-reads
• They are written in site shorthand and need rewriting before a customer can understand them
• They never become a tracked quote or opportunity, so nobody follows them up
• The engineer answers “No” to “Quote required?” but describes recommended work elsewhere on the card

Each of these is follow-on work your engineers have already identified, and an opportunity your team may never see.

Once an eligible job card is completed, the workflow runs in six steps:

1. The job card arrives: your job management system emails the completed card to Build Concierge
2. Build Concierge reads the whole card, including the job details, worksheet answers and engineer notes
3. AI checks the further works answer against everything else on the card, so recommendations written in the notes are not missed
4. Conflicts are flagged: if the information is unclear or contradictory, your office is alerted with the supporting evidence from the card
5. Recommendations are rewritten into clear findings and proposed work that a customer can understand
6. The output is recorded in the format you have chosen, ready for your team to review

Choose the output that suits your process

Each workflow is configured to produce the output that fits the way you quote and follow up:

• Quote wording: draft wording for a new quote, or an update to an existing quote, for your team to review and price
• A sales opportunity: a tracked opportunity so the further works sit in your pipeline ready for follow-up
• A review note: a clear summary recorded against the job for your office to assess

These are configurable options rather than a fixed set. Most businesses choose the one that matches their current process, and pricing and approval always stay with your team.

• Less rewriting
• Clearer recommendations
• Another check on potential missed quotes
• Better visibility of follow-on work

Engineer notes become clear findings and proposed work, written the way your business prefers, so your office spends less time interpreting shorthand.

Every eligible job card gets a second check, so recommended work is picked up even when the further works answer says otherwise.

And with each output recorded against the job, your team can see what has been found, what is under review and what still needs following up.

Every business handles further works differently, so the workflow is configured around yours:

Check answers only

Prefer to keep your current quoting process? Build Concierge checks the further works answer against the rest of the card and flags any discrepancies to your office, without creating anything else.

Your preferred wording

Findings and proposed work are written to match your terminology and the way you present recommendations to customers.

Opportunities ready for follow-up

Where you track further works as sales opportunities, each one can be created with the job reference and a target close date.

Recommendations separated by area

Where configured, recommendations are split by area, so each one is easier to review, price and discuss with the customer.

Priority and resource details

When your engineers record priority or resource details on the worksheet, these are carried through to the output, giving your team more context when they price the work.

This workflow suits any service business where completed visits generate recommendations for further works.

Just three things:

1. Build Concierge connected to your job management system
2. Completed job cards emailed automatically for the job types you want to include
3. Your preferred output: quote wording, sales opportunities or review notes

We support you in connecting to your job management system. Most systems can email a job card on completion, so you may already be receiving these emails. Tell us how you like further works worded and tracked, and we configure the workflow to match.

Step 1: Talk to us.

Tell us which job types you want to include, what your job cards look like and how you prefer to quote and follow up further works.

Step 2: We configure it with you.

We set up the workflow around your worksheet questions, your preferred wording and the output that suits your team.

Step 3: Test with sample job cards.

We run a selection of your recent job cards through the workflow together and check the results. Once you are happy, we enable it for the agreed job types.

You can extend it to further job types whenever you are ready.