Knowledge Centre
Practical guides, quick-read insights and the Friday Five. Everything you need to get the best out of Build Concierge's AI-powered customer engagement platform.
Engineer notes, turned into a clear job summary
What was done, what was fitted and what is still outstanding, clear in seconds. When a job is completed, Build Concierge reads the engineer's notes and worksheet answers, adds a short, plain-English summary to the job and compares the materials fitted with the job's financial lines, so missing charges are spotted before the invoice goes out.
Website orders in. Invoice-ready jobs out.
When a website order arrives, Build Concierge reads the confirmation email, creates the job in your job management system, adds the financial lines and passes it to accounts, without anyone retyping the order.
Snap the receipt. Skip the retyping.
Engineers email a photo of their trade counter receipt with the PO number. Build Concierge adds the purchased items to the purchase order, helping keep job costs up to date.
Stop losing margin on London congestion charges
Build Concierge adds the congestion charge to every qualifying London job the moment it's booked, priced and tax-coded, ready for invoicing.
Book a job once. It's ready in Xero automatically.
When a new job is booked, Build Concierge creates the matching item in Xero, with your accounts and VAT already set. Finance can code every bill to the right job from day one.
Shift Allowances and Night Shifts Costed Automatically
No more checking finish times against a rate card. No more allowances missed because nobody spotted the hours. No more engineers chasing money they're owed.
The Wrong Answer on a Worksheet, Caught
No more work described in a report and then never priced. No more quotes lost to a box ticked at the end of a long day. The answer gets checked against what the engineer actually wrote.
A Job's True Margin, Calculated on Demand
No more margin reviews that never happen because pulling the numbers takes an hour. No more costs missed because someone eyeballed the financial lines. No more quoting on gut feel.
Supplier Quotes Turned Into Purchase Orders, Automatically
No more quotes sitting in an inbox while the job waits. No more line items keyed in by hand. No more large orders slipping through without sign-off.
TW Drainage Case Study
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