Quantity Surveying
A quantity surveyor is a professional in the field of construction management who is responsible for managing all aspects of the contractual and financial side of construction projects. They work for either the client or the contractor, in an office or on-site. They are involved in a project from the start, preparing estimates and costs of the work. When the project is in progress, quantity surveyors keep track of any variations to the contract that may affect costs and create reports to show
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profitability.
The role of a quantity surveyor includes: preparing contracts and tenders, cost analysis, risk management, advising on legal matters, and managing payments for contractors and subcontractors. They also ensure that the project meets legal and quality standards, and that clients get good value for money.
Quantity surveying is a branch of civil engineering, but it also involves a lot of business and legal knowledge. It is a professional service, as quantity surveyors use their specialist knowledge to advise clients and manage contracts.
In summary, a quantity surveyor is a professional in the construction industry who manages all financial aspects of a project, from initial estimates to final acquisitions. They also ensure that all legal standards are met and that the client is getting their money's worth. This profession is a mix of engineering, business, and legal expertise.
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Based on the available documentation, here are the most impactful automation flows recommended for businesses operating as Quantity Surveyors, in Professional Services, and in Engineering:
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1. Automated Client Onboarding
- Digital form collection (for scope, requirements, compliance data)
- Document collation and verification
- Welcome email sequences
- Internal task assignments for new projects
Impact: Reduces manual entry, ensures complete information up-front, and improves first impressions for clients.
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2. Project Management Automation
- Automatic project creation in project management tools from approved proposals
- Task and milestone generation based on templates for typical quantity surveying workflows
- Assignment notifications to relevant team members
Impact: Minimizes setup/admin time and ensures consistency in project kickoffs.
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3. Document and Drawing Management
- Centralized upload and categorization of project documents or drawings
- Automated version control and change notifications
- Distribution of new files to the stakeholders
Impact: Prevents lost or outdated documents, keeps teams aligned with the latest information.
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4. Automated Quotation & Tender Response Generation
- Data extraction from client requests
- Auto-generation of BOQ (Bill of Quantities) drafts
- Template-based proposal creation including attachments and conditionals
- Automated internal approvals before sending to clients
Impact: Speeds up tender responses and quotation preparation, greatly improving bid turnaround.
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5. Progress Reporting & Site Diary Automation
- Digital capture of daily site activity/photos via mobile forms
- Automatic report generation & distribution to clients and project stakeholders
Impact: Ensures real-time project visibility, reduces manual consolidation, and maintains audit trails.
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6. Timesheet and Resource Tracking
- Automated timesheet reminders and submissions
- Integration with payroll and resource planning
- Automated overtime calculations and alerts
Impact: Eliminates timesheet chasing, increases data accuracy and streamlines billing/payroll.
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7. Payment Application & Invoicing Automation
- Auto-generation of payment applications based on milestone completion
- Invoice creation, tracking, and reminder workflows
- Linkage with contract sums and variation logs
Impact: Enhances cashflow reliability, reduces payment delays, and lowers admin costs.
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8. Variation Management
- Capture and log site/client variations via mobile/email
- Automated cost/impact assessment drafts
- Approval routing and document distribution
Impact: Ensures variations are tracked instantly, reducing revenue leakage and disputes.
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9. Compliance and Health & Safety Automation
- Auto-reminders for safety checks, compliance submissions, and license renewals
- Automated collection and distribution of HSE documentation
Impact: Reduces compliance risks and assures industry standards adherence.
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10. Client Feedback and Post-Project Review
- Automated feedback requests after project completion
- Template-based review and report generation
Impact: Drives continuous improvement and supports strong client relationships.
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Each of these flows can be full or partially automated to maximize efficiency, accuracy, and client service quality, directly affecting business profitability and compliance.
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For a more detailed offer personalized to your processes and tools, please contact AutomateDFY.
### 1. Project Management & Documentation
- Automated client onboarding and data collection
- Automated creation and approval of project documentation
- Automated project milestone tracking and notifications
- Automated distribution of project updates to stakeholders
- Automated document version control and archiving
- Automated contract management and renewal reminders
- Automated RFI (Request for Information) workflow
- Automated change order processing and tracking
- Automated compliance documentation generation
- Automated report generation and distribution
### 2. Financial & Cost Management
- Automated invoice creation and sending
- Automated payment follow-up and reminders
- Automated expense tracking and categorization
- Automated generation of cost estimates and BOQs
- Automated budget monitoring and alerting for overruns
- Automated tendering and bid comparison processes
- Automated progress claim preparation and submission
- Automated subcontractor payment scheduling
- Automated materials procurement and price comparison
- Automated financial reporting to clients and stakeholders
### 3. Communication & Collaboration
- Automated meeting scheduling and reminders
- Automated centralized communication log
- Automated client feedback collection and analysis
- Automated sharing of project timelines and updates
- Automated escalation of critical project issues
- Automated task assignment and follow-up notifications
- Automated sharing of approved drawings and plans
- Automated stakeholder contact management
- Automated sending of compliance or safety updates
- Automated distribution of tender updates
### 4. Quality Assurance & Compliance
- Automated site inspection scheduling and tracking
- Automated compliance checklist distribution and collection
- Automated non-conformance reporting and escalation
- Automated safety incident notification and documentation
- Automated compliance certificate management
- Automated quality control documentation
- Automated collection and verification of subcontractor credentials
- Automated monitoring of regulatory changes
- Automated health and safety audit reminders
- Automated distribution of compliance training materials
### 5. Resource & Workforce Management
- Automated timesheet collection and validation
- Automated staff allocation based on project needs
- Automated leave request approvals and calendar updates
- Automated tracking of on-site personnel certifications
- Automated equipment utilization reporting
- Automated resource availability alerts
- Automated training session scheduling for staff
- Automated travel arrangements for project teams
- Automated onboarding workflow for new staff or contractors
- Automated reminders for equipment maintenance
Contact AutomateDFY for a more detailed offer.
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