Features that transform
your workflow

Commercial Control

SME-priced variations and NEC compensation events

Variations with a full lifecycle (raise, price, approve on evidence, issue). Agreed change and pending exposure roll into a projected outturn, and every state change lands on an append-only audit trail.

• •JCT variations and NEC4 compensation events with CE clocks
• •Evidence required before approval (fail-closed)
• •Additions and omissions priced per line, linked to the bill
• •Live projected outturn and revised sum
• •Role-split sign-off (QS prices, client approves)

BoQ & Measurement

Visual canvas editor (React Flow)

Build a Bill of Quantities on a node canvas bound to a real project, with durable per-project save (read-back verified) and a one-way audited apply to the project bill.

• •Drag-and-drop work-section and line-item nodes
• •Durable project-local save with read-back verification
• •One-way, audited apply to the project bill
• •Import an existing bill into the canvas
• •Linked-variation badge on changed nodes

BoQ & Measurement

Diagrams, annotations and compiled deliverables on the canvas

Turns the BoQ canvas into a diagram and document studio: annotate the bill with free-text notes, place project drawings or photos, group nodes in labelled frames, export the diagram as PNG/SVG/PDF, and compile one branded deliverable (cover, bill, variations and a live cost report) that can be saved back into Documents as a managed file.

• •Free-text note, image (from Documents) and group/frame nodes
• •Export Bill, Diagram, All or Selection as PNG, SVG, native paged PDF or print
• •Document Composer: branded Word, browser-print and Text deliverables from real records
• •Save produced diagrams and documents back into Documents & Drawings
• •Freehand pen / shape / arrow drawing layer with a style toolbar
• •In-house tool panels (roadmap)

AI & Search

Cited retrieval over governed RICS and QS sources

A governed library of RICS and QS reference sources is indexed for retrieval with citations, isolated per tenant and excluded from drafting: it retrieves and cites sources, it never writes in your name. Citation search is now user-facing; model-authored answers and professional report issue remain in development.

• •Governed RICS and QS reference corpus, retrieval-only with citations (user-facing)
• •Tenant evidence ingestion: quarantined on upload, manager-reviewed, immutable provenance (backend built)
• •Search is role-gated, rate-limited and audited; drafting is excluded (user-facing)
• •Model-assisted cited answers and human report-issue approval (in development)
• •External vector embeddings pending a rights, retention and cost review (in development)

BoQ & Measurement

On-screen measurement to a bill quantity

Open an uploaded PDF drawing, calibrate a page scale from a known dimension, then take off lengths, areas and counts on screen and send a measured quantity straight onto a bill line item, live-linked to the drawing and page. Editor-gated; the reference is carried into the export.

• •Upload, view and page through PDF drawings
• •Calibrate a page scale, then measure length, area and count
• •Send a measured quantity onto a unit-matched bill line
• •The bill line stays live-linked to the drawing and page
• •Auto-scale detection from title-block text (roadmap)

Exports

Word, CSV, JSON, Excel, branded PDF and print, from one model

Real Word, CSV, JSON, native Excel (.xlsx), one-click branded PDF and browser-print exports work today across the bill, register, reports and composed deliverables, filename-sanitised and logged. CITE interchange is a future roadmap format.

• •Word, CSV, JSON, Excel (.xlsx), branded PDF and print exports (live)
• •Batch export: several projects’ bills into one .zip of real files (live)
• •Reusable Document Composer presets: save a deliverable make-up and apply it to any project (live)
• •Export Centre with an honest per-format status and history (live)
• •Native Excel XLSX with numeric cells that sum in the sheet (live)
• •CITE interchange format (future)

BoQ & Measurement

NRM2 structure, categories and summary

The bill follows NRM2 structure and the General Summary composition (measured base, preliminaries and contingency on the measured works, provisional/PC/daywork/risk/credit carried separately), with an NRM2 reference in-app.

• •NRM2 section / subsection / item hierarchy
• •Commercial categories separated in the summary
• •Preliminaries and contingency on the measured base
• •In-app NRM2 reference

BoQ & Measurement

Snapshot, restore and compare the bill

Snapshot the bill to an immutable version, restore any version non-destructively, agree a baseline, and compare two versions with an itemised diff (added, removed, changed, and variation omissions).

• •Immutable per-project version snapshots
• •Non-destructive restore
• •Agreed contract baseline
• •Itemised version diff with total delta

Reports

Indexation workbench over your own series

A rebasing calculator and indexation workbench over user-maintained cost-index series (ONS COPI is public; BCIS values where licensed), with the official sources linked. A direct BCIS API feed is a firm-tier roadmap item.

• •Rebasing calculator for cost plans and fluctuations
• •Indexation over user-maintained series
• •Official ONS / BCIS sources linked
• •Direct BCIS API feed (roadmap; no self-serve API)

Evidence & Audit

Every change on the record

An append-only activity feed of real events (variation lifecycle, BoQ edits, comments, AI usage, exports) with filters and export, built for disputes: who, when, and the evidence.

• •Append-only, real events (not a mock feed)
• •Variation, bill, comment and AI-usage events
• •Filters by event group
• •Export to CSV/Word/JSON/print

BoQ & Measurement

Reusable bill section templates

Save any subsection of a bill as a reusable template, then insert it as a new subsection in this or another project. A template captures only the measurement skeleton (each line’s description, unit, quantity, rate and commercial type); it drops the source project’s item ids, computed totals, takeoff drawing links and change-control history, so inserting one can never carry a stale figure and the receiving bill recomputes every total. Templates live in a per-device library you can rename and delete.

• •Save a subsection as a named template from the bill editor
• •Insert a template as a new subsection into any project
• •Captures the measurement only; every total recomputed on insert

Field, Offline & Admin

Your data stays on your device

Every store persists locally (localStorage / IndexedDB) with resilient, quota-aware storage and read-back-verified saves, so the app works without a server and survives reloads, tabs and restarts.

• •Local persistence for projects, bills, register and files
• •Resilient, quota-aware storage with a loud failure alert
• •Read-back-verified saves (no false "saved")
• •Service worker for offline shell

Field, Offline & Admin

Inspect and export everything

Settings shows what is stored and lets you export the whole workspace as JSON or clear it, so your data is never a black box.

• •Whole-workspace JSON export
• •Per-store data controls
• •Clear-data controls
• •Export Centre history

Field, Offline & Admin

Install QuantifyQS like a native app

A web manifest and a registered service worker make QuantifyQS installable to the home screen or desktop, with an offline shell.

• •Web app manifest
• •Registered service worker
• •Installable to home screen / desktop
• •Offline app shell

Commercial Control

Portfolio at a glance

A portfolio dashboard of every project with contract sum, measured total, projected outturn, over-budget flags and pending approvals, so a QS sees the whole book in one place.

• •Per-project contract sum, measured total and projected outturn
• •Over-budget and pending-approval signals
• •Portfolio roll-up

Commercial Control

One project, every view

Each project opens into tabbed views (Overview, BoQ Outline, Evidence, Team, Exports) plus deep-links to Canvas, Drawings and Variations, with the active tab reflected in the URL.

• •Overview / Outline / Evidence / Team / Exports tabs
• •URL-addressable active tab
• •Deep-links to Canvas, Drawings and Variations

BoQ & Measurement

Structured NRM2 bill editor

A structured section / subsection / item editor with full CRUD, reorder, undo/redo, and per-line commercial type, all audited and gated on boq.edit.

• •Section / subsection / item CRUD
• •Reorder and undo/redo
• •Fail-closed boq.edit gating
• •Live measured total

BoQ & Measurement

The bill as a client sees it

A presentation-ready Bill of Quantities preview (measured works by NRM2 section, provisional/PC/daywork/risk/credit carried separately, NRM2 General Summary) rendered identically from the canvas or the workspace, with a real CSV/print export.

• •NRM2 General Summary composition
• •Identical from canvas or workspace
• •Real CSV and print export

Rates & Cost Data

Build a rate from resources

Build a unit rate from labour, plant, materials (with waste), and subcontract, plus overheads and profit on the canvas, with the full breakdown shown on the node and carried into the bill.

• •Labour / plant / materials / subcontract
• •Waste, overheads and profit
• •Composite rate carried into the bill

BoQ & Measurement

Allowances carried correctly

Provisional and PC sums are a distinct commercial type: excluded from the measured base for preliminaries and contingency, carried separately in the General Summary, with allowance drawdown tracking.

• •Distinct commercial type
• •Carried separately in the summary
• •Allowance drawdown tracking

BoQ & Measurement

Daywork lines with percentage uplift

Daywork items carry a percentage uplift and are separated from measured works in the General Summary, so time-and-materials work never distorts the measured base.

• •Percentage uplift
• •Separated in the summary
• •Type-aware totals

BoQ & Measurement

Priced risk carried separately

Risk allowances are carried as their own category in the General Summary, kept out of the measured base, so contingency and priced risk are never double-counted.

• •Own summary category
• •Kept out of the measured base
• •Type-aware totals

Commercial Control

Change priced per line

A variation prices additions and omissions per line, links each to a real bill item, and an authorised change writes into the committed bill: additions land in a Variation works section; omissions are flagged (never deleted) and drop from every total honestly.

• •Per-line additions and omissions
• •Linked to real bill items
• •Omission flags, never deletes; excluded from every total

Evidence & Audit

Contemporaneous records on file

Structured evidence references (email, instruction, minute, drawing, photo) attach to variations, and a local document vault stores the underlying files, so a claim is backed by contemporaneous records.

• •Typed evidence references on variations
• •Local document vault (IndexedDB)
• •Evidence required before approval

Evidence & Audit

Trace a quantity to its drawing

A bill item links to a real uploaded drawing (document, page and detail); the reference shows on the item and is carried into the export, so a measured quantity is traceable to its source.

• •Link an item to a drawing page + detail
• •Reference shown on the item
• •Carried into the CSV export

Evidence & Audit

Find any record, fast

The audit trail and variations register are searchable across the whole commercial record, so who-changed-what-and-when is one query away in a dispute.

• •Search the cross-project audit record
• •Search the variations register
• •Filter by event group

Reports

The outturn forecast, always current

Agreed change and pending exposure roll continuously into a revised sum and projected outturn, so the final-account position is live rather than a periodic reconstruction.

• •Revised sum from agreed change
• •Projected outturn including pending exposure
• •Never double-counts (tested invariant)

Reports

Board-ready cost reports

Generate a cost report of the current commercial position (contract sum, agreed and pending change, outturn, variation schedule) and export it as Word / CSV / JSON / print.

• •Current commercial position
• •Variation schedule included
• •Word / CSV / JSON / print export

Reports

Every issued report, frozen

Issued reports are frozen to the line data captured at issue and can be rebuilt as a definitive historical document, so a past report is exactly what was issued, not a re-render of today.

• •Issued reports frozen at issue
• •Rebuild a past report as issued
• •Definitive historical document

Reports

Movement since the last report

Each report shows the movement since the last issued report (change in outturn, agreed and pending variations), so the commercial trend is explicit period to period.

• •Movement vs the last issued report
• •Change in outturn and variations
• •Period-to-period trend

BoQ & Measurement

Agree and lock the contract bill

Agree a bill version as the contract baseline (setting the contract sum and the register original sum) and lock the bill so post-tender change belongs in variations, not silent edits.

• •Agree a version as the contract baseline
• •Sets contract sum + register original sum
• •Lock the bill against silent edits

BoQ & Measurement

Compare two bill versions

Compare any two bill versions with an itemised diff: added, removed and changed lines (including type, uplift, drawing-ref and variation-omission changes) with a reconciling total delta.

• •Itemised added / removed / changed
• •Type, uplift, drawing and omission changes
• •Reconciling total delta

Commercial Control

Role-split, evidence-gated sign-off

A lifecycle with role-split sign-off (QS prices, client or PM approves), evidence required before approval (fail-closed), approved pricing locked, and every transition on the audit trail.

• •Role-split sign-off
• •Evidence required to approve (fail-closed)
• •Approved pricing locked
• •Every transition audited

Field, Offline & Admin

Raise and track support tickets

Raise, track and respond to support tickets in-app, with an admin/developer view of the queue.

• •Raise and track tickets
• •Admin / developer queue view
• •Status and history per ticket

Field, Offline & Admin

Owner / admin operations view

A console for system-level operations and visibility, role-gated fail-closed to owner, admin and developer (the developer role gets the diagnostics lens).

• •Owner, admin and developer
• •System operations and visibility
• •Fail-closed role gating

Field, Offline & Admin

A live storage meter

A dedicated storage page shows usage against a per-account allowance, broken down by project and file type, with a largest-files checker and one-click clear-up.

• •Usage vs allowance meter
• •Breakdown by project and file type
• •Largest-files checker and clear-up

Team & Client

A tested capability matrix

Seven roles (owner, admin, qs, client, developer, pm, contractor) with a documented, fail-closed permission matrix and project-party stakeholder attributes, shown as a roles x permissions grid.

• •7 roles + project parties
• •Fail-closed permission matrix
• •Roles x permissions grid

AI & Search

Every AI action on the record

Every AI suggestion and its outcome is recorded to an auditable usage log, so AI involvement in a professional output is transparent and reviewable.

• •Records each AI suggestion + outcome
• •Auditable and reviewable
• •Surfaced in the activity feed

AI & Search

A person approves consequential output

AI suggestions never auto-apply: you Apply or Edit-first and stay the author, and consequential commercial outputs (approvals) require a human sign-off. Nothing ships in your name unread.

• •No auto-apply of AI text
• •Apply / Edit-first, you stay the author
• •Human sign-off on consequential outputs

Rates & Cost Data

Find the comparable rate from your own history

Paste a new item description and get the closest rates from your own library, ranked by a deterministic text-match score (token overlap with a unit boost) and shown at your tender-adjusted price. Rule-based and offline, so it is a genuine suggestion, not AI. An AI-assisted ranking stays roadmap.

• •Similar-item matching (live, rule-based)
• •From your own rate library (live)
• •Optional unit filter and visible match scores (live)
• •AI-assisted ranking (roadmap)

Rates & Cost Data

Adjust a base rate to the tender

Apply a tender/location adjustment factor to a base rate so a library rate can be priced to the specific job.

• •Adjustment factor on a base rate
• •Location / tender basis
• •Carried into pricing

Exports

Bring a bill in from a spreadsheet

Import a bill from CSV with a review step: totals are recomputed type-awarely (never trusted from the file), formula injection is neutralised, and imported sections land as new, code-deduped sections.

• •Review before apply
• •Totals recomputed, not trusted
• •Formula-injection neutralised

Exports

Open the bill in Excel or Sheets

Export the bill, register, audit trail, rates and reports as real CSV with a UTF-8 BOM and RFC-4180 quoting, filename-sanitised and formula-injection-safe.

• •CSV for every record
• •UTF-8 BOM for Excel
• •Formula-injection-safe, sanitised filenames

Exports

Native Excel workbook with numeric cells

A native .xlsx export: a real Office Open XML workbook (built with no third-party library) that opens in Excel, LibreOffice and Google Sheets, with quantity, rate and total cells written as numbers that sum and re-format in the sheet.

• •Real OOXML .xlsx (a valid ZIP of the workbook parts)
• •Quantities, rates and totals as numbers, not text
• •Available on the bill export menu and the Document Composer
• •Every export logged in the Export Centre

Exports

One-click letterheaded PDF file

A one-click, letterheaded PDF file of the bill, generated in the browser with pdf-lib: practice logo, accent and letterhead, sectioned tables with numeric alignment and section totals, a summary and a page-numbered footer. No server round-trip. Browser Print to PDF also remains.

• •One-click branded PDF file (no server round-trip)
• •Practice logo, accent colour and letterhead
• •Sectioned bill tables with totals, paginated with a footer
• •On the bill export menu; logged in the Export Centre

Reports

Consolidated position across the book

A consolidated commercial position across every live project (contract sum, agreed and pending change, projected outturn), highlighting the projects carrying the most exposure.

• •Consolidated across the live book
• •Highlights top-exposure projects
• •Ties out to the per-project figures

Commercial Control

Risk register for NEC contracts

An early warning register (NEC clause 15) for matters that could affect price, time or quality. Raise a warning, tag what it could affect, assign an owner, and drive it down through a risk-reduction meeting log as its status moves from open to on-agenda, mitigated or closed. Distinct from the compensation-event register (variations), which is also live.

• •Raise early warnings tagged price / time / quality (cl.15)
• •Risk-reduction meeting log per warning
• •Status workflow: open, on agenda, mitigated, closed

Field, Offline & Admin

The full app, on a phone, on site

The whole app is responsive and local-first, so it opens and works on a phone on site, offline, with your record on the device. Not a cut-down mode: the real projects, register and bill.

• •Responsive on phone and tablet
• •Local-first, works offline
• •Full projects / register / bill

Field, Offline & Admin

Reopen with no signal

Because your data is on the device and a service worker caches the app shell, a reload on a flaky or foreign network falls back to the on-device copy instead of an error page.

• •Service-worker app shell
• •On-device data survives reload
• •No error page on a dead network

Field, Offline & Admin

Getting started, in-app

An in-app guide covering projects, BoQ building and change control, so a new user can get productive without leaving the app.

• •Getting-started guides
• •BoQ building and change control
• •In-app, no external docs needed

BoQ & Measurement

Look up the standard in-app

An in-app NRM2 reference so a surveyor can check the structure and codes without leaving the workspace.

• •NRM2 structure and codes
• •In-app lookup
• •Alongside the bill

Field, Offline & Admin

Power-user keys, documented

Canvas and workspace keyboard shortcuts are documented in-app, so power users can work faster.

• •Documented shortcuts
• •Canvas and workspace keys
• •In the in-app docs

Field, Offline & Admin

First-run progress on your dashboard

A Getting Started card on the dashboard walks a new practice through the four first-run milestones: create a project, build a bill, log a variation, export a document. Each step is derived from your real workspace, so the progress is always honest (delete the last project and it un-ticks), links straight to where the work is done, and the whole card is dismissible once you are set up. A separate preliminaries setup wizard also exists on the canvas.

• •Four first-run milestones tracked from real workspace state
• •Each step links to where the work is done; progress cannot over-claim
• •Dismissible per device; shown only to roles that can set up work

Field, Offline & Admin

Start clean when you want

Clear the local workspace or reset to the seeded sample data from Settings, so a demo can be returned to a known state.

• •Clear the local workspace
• •Reset to sample data
• •From Settings data controls

Field, Offline & Admin

Your practice on the document

Set your practice name, uploaded logo, accent colour, letterhead lines and document footer, with a live letterhead preview rendered from the same code path the real exports use.

• •Practice name, logo and accent colour
• •Letterhead lines and footer
• •Live preview from the real export path

Field, Offline & Admin

Save and switch document looks

A configurable branded letterhead is live, and you can now save it as a named template and keep several: a formal client look, a plainer internal one, a different accent per brand. Applying a template writes it back through branding, so the live preview and the branded exports (Word, PDF, text) update at once.

• •Configurable branded letterhead (live)
• •Save the current letterhead as a named template (live)
• •Apply a saved template to branding and the branded exports (live)
• •Auto-select per document type or client (roadmap)

Evidence & Audit

Export the whole commercial record

Export a complete commercial evidence bundle for a project (project details, BoQ, variations register and audit trail) as structured JSON, so the record leaves in one auditable package.

• •Project + BoQ + register + audit trail
• •Structured JSON bundle
• •One-click per project

Evidence & Audit

A branded pack for a dispute file

Export the searchable commercial record (who changed what, when, and the evidence) as a branded pack for a dispute file, filtered to what matters.

• •Branded evidence pack
• •Filtered to the dispute
• •Who / when / evidence

Commercial Control

Compare package quotes side by side

Put a package of work out to several subcontractors, log each quote, and compare them against your pre-tender estimate and against each other. Each quote shows its variance to the estimate (money and percent) and to the lowest bid; the lowest is flagged, and you record a recommendation for award. Comparison is at package total level today; aligning quotes line by line against the bill is future.

• •Package quotes compared against the estimate and the lowest bid
• •Lowest flagged; spread and saving-vs-estimate summarised
• •Record a recommendation for award

Rates & Cost Data

Apply a library rate to an item

Pull a rate and its unit from the rate library straight into a bill item, with the item keeping a reference to the source rate. The library shows the tender-adjusted price alongside the base rate as a contract-rate preview; the plugged line carries the base rate.

• •Apply a library rate to an item
• •Carries the unit and keeps a reference to the source rate
• •The tender-adjusted price is shown as a preview, not baked into the line

BoQ & Measurement

Act on many items at once

Multi-select nodes on the canvas and act on the whole selection at once: a penny-safe bulk rate adjustment (with a live money-impact preview), a bulk unit change, assigning one library rate across the selection, bulk delete and duplicate, and align/distribute. Every bulk edit is a single undo step, audited per item, and skips locked (issued) lines.

• •Multi-select on the canvas (live)
• •Bulk rate adjustment, penny-safe with a money-impact preview (live)
• •Bulk unit change and one-library-rate-across-the-selection (live)
• •Bulk delete, duplicate, align and distribute (live)
• •One undo step, audited per item; locked lines skip bulk value edits (live)
• •Bulk move between work sections (roadmap)

BoQ & Measurement

Command palette on the canvas

A command palette (Ctrl/Cmd+K) searches the canvas and jumps to a node or runs an insert command, so a large bill stays navigable.

• •Ctrl/Cmd+K command palette
• •Search and jump to a node
• •Insert commands

BoQ & Measurement

Work sections group their items

Work-section nodes group their line items on the canvas, with a live section subtotal and item count, so the bill structure is visible and navigable.

• •Work-section grouping
• •Live section subtotal and count
• •Collapsible sections

Team & Client

Annotate items and sections

Add internal notes to a line item or work section, persisted with the canvas document, so working commentary stays attached to the exact node.

• •Notes on items and sections
• •Persisted with the canvas doc
• •Attached to the exact node

Field, Offline & Admin

Larger text and reduced motion, on your terms

A strong accessibility baseline is live (semantic landmarks, ARIA labels, keyboard navigation, focus management, screen-reader announcements). On top of it, a dedicated accessibility mode in Settings lets each person turn on larger text and force reduced motion, saved on their device.

• •Keyboard navigation + focus management (live)
• •ARIA labels + screen-reader announcements (live)
• •Larger-text zoom, saved per device (live)
• •Force reduced motion regardless of the OS setting (live)

Field, Offline & Admin

A full dark theme

A complete dark theme across the whole app, including the canvas and minimap, that follows the operating-system colour-scheme preference.

• •Full dark theme app-wide
• •Canvas and minimap themed
• •Follows the OS colour-scheme preference

Field, Offline & Admin

Stronger borders, text and focus

A personal high-contrast toggle in the Accessibility settings card that strengthens the deliberately-soft chrome: borders, muted and secondary text, and the keyboard focus ring, in both light and dark. Saved on your device, alongside larger text and reduced motion.

• •Stronger borders and hint/muted text (live)
• •Thicker, always-visible keyboard focus ring (live)
• •Works in both light and dark (live)
• •Personal, per-device, no admin gate (live)

Team & Client

What changed since you last looked

A header notifications popover surfaces recent commercial activity (new events since you last looked), driven by the real audit trail.

• •Header notifications popover
• •Unseen-since-last-look count
• •Driven by the real audit trail

Rates & Cost Data

Rebase over ONS cost indices

The cost-index workbench rebases any money amount between two cost-index periods, penny-safe, over series you maintain. Bring the public ONS Construction Output Price Indices in by pasting a whole column from the official dataset (previewed before it is added) or type values in. ONS publishes no machine-readable API (a spreadsheet only), so figures come from your paste of the official source with a direct link to it: the platform never invents an index value.

• •Penny-safe rebasing between any two index periods (live)
• •Bulk-paste a column from the official ONS COPI dataset, previewed before adding (live)
• •Every value is your transcription of the official source; no figure is invented (live)
• •Direct links to the ONS, MHCLG and BCIS sources (live)

Field, Offline & Admin

Export and restore your whole workspace

Back up the entire workspace (projects, bills, variations, audit trail, reports, rates, document register, branding) to a JSON file, and restore it on another device - with a clear confirmation that a restore replaces the current data.

• •One-file JSON backup of the whole workspace
• •Restore on another device (role-gated, confirmed)
• •Honest: evidence file bytes are not in the export

AI & Search

Rule-based today; live LLM on the roadmap

A deterministic NRM2 shorthand expander suggests professional descriptions today, offline, with Apply or Edit-first; you always stay the author. A consented, injection-hardened live LLM path is designed but not wired.

• •Deterministic NRM2 shorthand expansion (live, offline)
• •Custom terminology library: your practice’s own shorthand, applied first (live)
• •Project-context similar items: reuse this project’s wording and agreed rates (live)
• •Learn-from-corrections: your edited wording is offered first next time (live, offline)
• •Apply or Edit-first; nothing ships in your name unread (live)
• •AI usage log
• •Live LLM provider path (in development, DEC-007)

Rates & Cost Data

Personal rates with similar-item matching; AI ranking and BCIS on the roadmap

A personal rate database with tender-adjustment pricing, CSV import/export, a cost-index rebasing workbench and deterministic similar-item matching (paste a description, get the closest library rates ranked) works today. An AI-assisted ranking and a direct BCIS feed are roadmap (BCIS offers no self-serve API).

• •Personal rate database (live)
• •Tender-adjustment pricing (live)
• •CSV import and export (live)
• •Cost-index rebasing workbench (live)
• •Similar-item matching (live, rule-based)
• •AI-assisted ranking (roadmap)
• •BCIS integration (roadmap)

Team & Client

Roles, comments and history today; live presence next

Role-based permissions, threaded comments, version history, an activity feed and approval workflows are live. Real-time cursor presence needs a presence backend and is honestly in development.

• •Role-based permissions across 7 roles (live)
• •Threaded comments on projects, items and variations (live)
• •Version history and activity feed (live)
• •Approval workflows (live)
• •Real-time cursor presence (in development)

Field, Offline & Admin

Developer access surface

A developer-role surface that documents the REST API and shows an honest, server-checked plan eligibility state. Usable API access (Bearer credential management and the /api/v1 resource endpoints) activates on a Firm or Enterprise API entitlement, so it is not usable in a default deployment.

• •Developer-role gated surface
• •Server-checked plan eligibility (honest states)
• •Usable API access activates on Firm/Enterprise

Field, Offline & Admin

Create, reveal once, revoke

Server-backed scoped, expiring credentials shown once, rotatable and revocable, with an append-only lifecycle audit. The create, rotate and revoke controls activate ONLY when the server confirms an active Firm or Enterprise API entitlement, so they stay safely disabled in a default deployment until an eligible organisation is provisioned (API plan tiering).

• •SHA-256 hash at rest, scopes and expiry
• •Rotation, revocation and append-only audit
• •Gated on a server-verified Firm/Enterprise entitlement

AI & Search

Consent before AI touches client data

A recorded, auditable consent switch (who acknowledged it, and when), admin-gated and fail-closed, is live in Settings and the System console. It will gate live-LLM processing of confidential client data; that live-LLM path itself is deferred, so end-to-end enforcement is not complete.

• •Recorded, auditable consent acknowledgement (live)
• •Admin-gated, fail-closed (live)
• •Gates the deferred live-LLM path (in development)
• •Enforced data-minimisation (roadmap)

Exports

Bring your data in

Bring an existing bill in from Excel or another QS tool: export it to CSV (comma, semicolon or tab) and the guided importer sniffs the separator and the decimal mark, fuzzy-matches the columns, lets you correct any of them, previews every line, and recomputes each total rather than trusting the file. Reading a native Excel .xlsx file directly is in development.

• •Guided import of comma, semicolon and tab bills, with a separator + decimal override (live)
• •Fuzzy column detection for foreign layouts, with manual remap (live)
• •Every line previewed; totals recomputed, never trusted; formulas neutralised (live)
• •Direct native Excel .xlsx file import (in development)

Field, Offline & Admin

Internal product analytics

Internal, privacy-conscious product analytics. The PostHog integration is present and disclosed in the privacy policy, and activates ONLY when its env token is configured (unconfigured by default). It is internal telemetry, not a user-facing feature.

• •Internal analytics, integrated (present)
• •Active only when the env token is configured
• •Disclosed in the privacy policy

Field, Offline & Admin

Internal error monitoring

Internal error monitoring. The Sentry integration is present (instrumentation + error boundaries) and activates ONLY when its DSN is configured (unconfigured by default). Internal telemetry, not a user-facing feature.

• •Internal error monitoring, integrated (present)
• •Active only when the DSN is configured
• •Disclosed

Field, Offline & Admin

Organisation accounts and switching

Organisation accounts and switching via Clerk. The integration is built (OrganizationSwitcher, org-scoped code), but the Clerk Organizations feature must be enabled on the Clerk instance to provision it (an owner action, BLK-003).

• •Organisation switcher integrated (present)
• •Org-scoped auth code (present)
• •Needs Clerk Organizations enabled (BLK-003)

Field, Offline & Admin

Export the whole organisation

Export a whole workspace as JSON today (personal, local-first). An organisation-wide export across all members is in development, tied to organisation auth.

• •Whole-workspace JSON export (live)
• •Organisation-wide export (in development)
• •Tied to organisation auth

Team & Client

A client-facing approval space

A scoped, client-facing space to review and approve variations and reports. The client ROLE and approval workflow exist in-app today, but a separate external portal surface is not built.

• •Client role and approval workflow (live in-app)
• •External client portal surface (future)
• •Shareable approval links (future)

Exports

Construction industry interchange

CITE construction-industry interchange export. Not supported, so it is never offered anywhere in the app.

• •CITE interchange format (future)
• •Not offered until supported

Commercial Control

Value work done to date

Periodic interim valuations of work done (measured progress against the bill, less previous certificates). Designed for the commercial spine but not built, so it is not offered.

• •Value work done to date (future)
• •Against the priced bill (future)
• •Certificate history (future)

Commercial Control

Application and certificate cycle

Contractor payment applications and the certification cycle (due dates, notified sums, pay-less notices). Not built; kept Future so it is never presented as working.

• •Applications and certificates (future)
• •Due-date and notice tracking (future)
• •Notified sum vs certified (future)

Commercial Control

Track retention and release

Model retention held, half-release at practical completion and final release at defects certificate. Not built; kept Future.

• •Retention held (future)
• •Half and final release (future)
• •Release forecasting (future)

Commercial Control

Direct loss and/or expense claims

Build and evidence direct loss and/or expense claims (prolongation, disruption) against contemporaneous records. Designed to sit on the evidence spine but not built; kept Future.

• •Prolongation / disruption heads (future)
• •Evidenced from records (future)
• •Substantiation trail (future)

Reports

Forecast spend over time

Forecast cumulative spend as an S-curve against the programme, with actual vs forecast. Not built; kept Future.

• •Cumulative spend S-curve (future)
• •Actual vs forecast (future)
• •Against the programme (future)

Commercial Control

Price in more than one currency

Price a bill and report in multiple currencies with a base-currency reconciliation. Explicitly a future capability; today the app is single-currency.

• •Multiple pricing currencies (future)
• •Base-currency reconciliation (future)
• •FX basis on the record (future)

Field, Offline & Admin

A tailored on-site survey view

A dedicated iPad survey interface (large-touch takeoff, pen input). The responsive app already runs on iPad, but a purpose-built survey mode is not built.

• •Large-touch survey view (future)
• •Pen / stylus input (future)
• •Responsive app runs on iPad today

Field, Offline & Admin

Glance at approvals on your wrist

A companion glance (projected outturn, approvals waiting) on a phone lock screen or Apple Watch. Explicitly future: it needs the cloud API, which is not live.

• •Lock-screen / watch glance (future)
• •Approvals-waiting count (future)
• •Needs the cloud API (future)

Exports

Send documents by email

Email a report or variation direct to a counterparty. No email provider is wired, so it is not offered; export and share the file today.

• •Email a document to a counterparty (future)
• •Needs an email provider (future)
• •Export + share works today

Field, Offline & Admin

Connect external systems

A central hub to connect and manage third-party integrations. Individual pieces exist (auth, index sources) but there is no unified integrations hub; kept Future.

• •Central integration management (future)
• •Connect / disconnect providers (future)
• •Per-integration status (future)

Rates & Cost Data

A direct BCIS data feed

A direct, licensed BCIS data feed into the cost-index workbench. BCIS offers no self-serve API and requires a licence, so no feed exists today; the workbench runs on user-maintained series. This is never presented as an active integration.

• •Direct BCIS feed (future, needs a licence)
• •No self-serve BCIS API exists
• •User-maintained series work today

Rates & Cost Data

Materials price indices

MHCLG (formerly BEIS) construction materials price indices as a maintained series in the workbench. Not present today; kept Future.

• •MHCLG materials indices (future)
• •As a workbench series (future)

Field, Offline & Admin

Email notifications for support

Outbound email for support notifications via Resend or SMTP. No mail provider is configured, and support notifications are in-app only today; kept Future.

• •Support email notifications (future)
• •Needs Resend / SMTP configured (future)
• •In-app support notifications work today

Field, Offline & Admin

Per-account cloud durability

Cloud file storage with per-account durability (the obedience.cloud release). Files are local-first on the device today; cloud storage is a future release. The R2 config gate exists but is unset.

• •Per-account cloud storage (future)
• •Files are local-first today
• •Arrives with the cloud release

Field, Offline & Admin

Sync across devices

Sync your workspace across devices via the cloud. The app is local-first (present mode) today; cloud sync is an explicit future mode.

• •Cross-device sync (future)
• •Depends on the cloud release
• •Local-first is the present mode

Field, Offline & Admin

Outbound event integrations

Subscribe external systems to QuantifyQS events (variation approved, report issued) via configurable outbound webhooks. Not built for users today; an inbound auth webhook exists internally only.

• •User-configurable outbound webhooks (advanced roadmap)
• •Signed delivery + retries (roadmap)
• •Event subscriptions (roadmap)

Field, Offline & Admin

Subscriptions and plan limits

Organisation billing, plan tiers and seat/limit controls. The billing provider (Stripe) is not wired, so this is an organisation-tier roadmap item, never presented as working.

• •Subscription plans (advanced roadmap)
• •Seat and limit controls (roadmap)
• •Invoices (roadmap)

Reports

A one-click board report

Assemble a multi-project board pack (portfolio position, movements, exposures) as a single branded export. The figures are live on the dashboard; a one-click board-pack export is an advanced roadmap item.

• •Portfolio position + movements (live on dashboard)
• •One-click branded board-pack export (advanced roadmap)
• •Scheduled distribution (roadmap)

Commercial Control

Cost-value reconciliation

Contractor-side cost-value reconciliation (value vs cost, accruals, WIP, margin) across a portfolio. An advanced, contractor-tier capability on the roadmap.

• •Value vs cost reconciliation (advanced roadmap)
• •Accruals and WIP (roadmap)
• •Margin tracking (roadmap)

Commercial Control

Manage subcontract packages

Manage subcontract package accounts (orders, variations, payments, retention) beneath a main contract. An advanced, multi-party capability on the roadmap.

• •Package orders and accounts (advanced roadmap)
• •Sub variations and payments (roadmap)
• •Package retention (roadmap)

Reports

Report across a framework

Report spend and performance across call-offs under a framework agreement. An advanced, multi-project framework capability on the roadmap.

• •Spend across call-offs (advanced roadmap)
• •Framework performance (roadmap)
• •Call-off benchmarking (roadmap)