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Construction & trades

More time on the tools, less on the admin.

Lexi prepares the quotes, job cards and follow-ups, and shows you what needs your decision.

Show me where AI can help my business
An Australian site office
Banksia Street jobMaterials delayedFollow-up ready for approval

Is any of this yours?

What we see in construction businesses

The phone rings out while everyone is on the tools.

  1. The phone rings out

    Overnight voicemail and web leads, and the crew is still on site.

  2. Lexi drafts the job card

    It takes the address, the fault, the access and the urgency from the call.

  3. You check it before it goes

    Nothing moves until the office administrator says yes. An emergency goes to the on-call technician.

Prepared by Lexi

Draft job card

Ready to check

With the office administrator

Office administrator

Waits for a yes.

New overnight call. The address, fault and access are noted.

Waiting for youFiled to the job.

A quote takes too long to build.

  1. The visit is done, the quote is not

    Site notes and photos, not yet a single line item.

  2. Lexi drafts the quote lines

    It builds the line items from the notes, the photos and current supplier pricing.

  3. You set the price

    Nothing is sent until the estimator sets the price and the margin.

Prepared by Lexi

Draft quote

Ready to check

With the estimator

Estimator

Waits for a yes.

Quote drafted from the site notes. Set the price and the margin.

Waiting for youSent to the customer.

A change agreed on site and left unwritten.

  1. The change is agreed, not written

    A variation discussed on site, with no price and no signature.

  2. Lexi drafts the variation

    From the site photo and note, priced from the rate card, ready for signature.

  3. You set the price

    Nothing proceeds until the builder sets the price and the client signs.

Prepared by Lexi

Draft variation

Ready to check

With the builder

Builder

Waits for a yes.

Variation drafted from the site photo. Set the price and the time impact.

Waiting for youSent for signature.

A progress claim can miss its reference date.

  1. The reference date is close

    The claim pack is not assembled, and the payment schedule window is running.

  2. Lexi keeps the claim calendar

    It assembles the claim pack and watches the payment schedule window.

  3. The director issues the claim

    Nothing is lodged until the director decides it is ready.

Prepared by Lexi

Claim pack

Ready to check

With the director

Director

Waits for a yes.

Reference date is close. The claim pack is ready.

Waiting for youClaim issued.

Your Lexi workspace

Your week, without the guesswork.

LexiSample workspace

Your week at a glance

Sample Construction Co. / Across the business

This week

2 waiting on a person, 2 running, 2 done, 2 did not happen in this sample week.

2Waiting on you
2Running
2Done
2Did not happen

The week in view

2
Mon
1
Tue
1
Wed
3
Thu
1
Fri

8 work items across the week

The detail is ready when you need it.

Waiting on you

Sample Construction Co. / Decisions and the work behind them

2 decisions
Waiting on youPre-fill the compliance certificate for the licensed person to sign

Scheduling, dispatch and field delivery / Site supervisor, Technician

Waiting on youDraft the variation for signature before work happens

Estimating, quoting and contracts / Site supervisor, Contracts administrator

On their queue

Owner / One person's day

2 in view
Waiting on youRead subcontractor documents and keep the clearance checklist

Safety, licences and inductions / Owner, Supervisor

RunningAssemble the weekly owner's brief

The builder's view / Owner, Office manager

Waiting on someone else

Owner / One person's day

3 in view
RunningDraft the variation for signature before work happens

Estimating, quoting and contracts / Site supervisor, Contracts administrator

RunningKeep the claim calendar and watch the payment schedule window

Progress claims, invoicing and accounts / Contracts administrator, Owner

RunningStructure the incident or near-miss report

Scheduling, dispatch and field delivery / Site supervisor, Technician

Finished

Owner / One person's day

2 finished
DonePre-fill the compliance certificate for the licensed person to sign

Scheduling, dispatch and field delivery / Site supervisor, Technician

DoneDraft the job card from a call or an overnight voicemail

Front office and enquiry / Service coordinator, Office administrator

A working estimate for your business

What it is worth to you

Pick the work. Watch Lexi do it. See what comes back.

Work areas. Tick to count one in your figures; choose its name to watch it run.

A$72,174 back each year

1,180.5 hours back for other work each year.

A$1,504 and 24.6 hours a weekA$6,015 and 98.4 hours a month

This work costs you A$116,404 a year today.

The office phone and enquiry

  • Lexi Automation
  • Lexi reads and drafts
  • A named person decides

The office phone and enquiry

  1. Approve the trade job call greeting and intake scriptOffice admin decides
  2. Use the approved trade job call greeting and questionsAutomation
  3. Capture the trade job call into a draft intake noteReads and drafts
  4. Decide if it is an emergency and who goesOwner or supervisor decides
  5. Approve lead acknowledgement template and recipientsOffice admin decides
  6. Acknowledge leads from your website and job sites like hipagesAutomation
  7. Propose site-visit slots from the calendarAutomation
  8. Confirm the site-visit bookingOffice admin decides

Estimating and quoting

  1. Build the quote from site notes, photos and supplier pricingReads and drafts
  2. Set the price and sign off the quoteOwner decides
  3. Approve quote reminder wording and scheduleOwner decides
  4. Chase the quote that has gone quietAutomation
  5. Draft a variation from site photos and notesReads and drafts
  6. Approve the variation price and obtain both signaturesOwner decides
  7. Prepare an enquiry acknowledgement and available slotsAutomation
  8. Approve the enquiry response and any bookingOffice admin decides
  9. Prepare the subcontractor tender comparisonReads and drafts
  10. Approve the subcontract awardOwner decides

The job

  1. Prepare crew and trade schedule optionsAutomation
  2. Approve the crew schedule or re-planSupervisor decides
  3. Approve RFI request list, wording and reminder scheduleSupervisor decides
  4. Chase the request for information with the architect or engineerAutomation
  5. Prepare materials orders and delivery trackingAutomation
  6. Approve materials purchases and delivery commitmentsOwner decides
  7. Approve and book the required inspectionSupervisor decides
  8. Draft the site diary from the voice noteReads and drafts
  9. Confirm the site diary recordSupervisor decides
  10. Decide the work is safe to proceedSupervisor decides

Progress claims and accounts

  1. Prepare the progress-claim pack for its reference dateAutomation
  2. Approve and lodge the progress claimOwner decides
  3. Watch the payment schedule window and warn before it lapsesAutomation
  4. Approve the completed-job invoiceAdmin decides
  5. Approve debtor reminder template and escalation limitsOwner decides
  6. Chase the debtor ladder and escalateAutomation
  7. Read supplier invoices and match to the purchase orderReads and drafts
  8. Decide whether to withhold in a payment scheduleOwner decides

Safety, licences and inductions

  1. Track licences, tickets and insurances for staff and subcontractorsAutomation
  2. Read the subcontractor's insurance and licence documents on onboardingReads and drafts
  3. Collect the safe work method statement before work startsSupervisor decides
  4. Draft an incident or near-miss reportReads and drafts
  5. Review and sign the construction incidentSupervisor decides
  6. Conduct and sign the site inductionSupervisor decides

The builder's view

  1. Assemble job profitability, work in progress, quote win rate and aged debtorsAutomation
  2. Write the weekly note on what movedReads and drafts
  3. Decide what to doOwner decides

All inclusive

Fully managed AI transformation

We set Lexi up around how your business works, and it is kept working by our team. Your price covers setup, integrations, maintenance and Lexi's AI usage. Lexi Memory and Lexi Workspace are included too.

A soft pattern in the colours of this industry

Included in your price

  • Custom setup and tool connections
  • Ongoing maintenance and support
  • Lexi's AI usage
  • Lexi Memory
  • Lexi Workspace

Lexi's brain

A memory that gets sharper with every use.

Every conversation. Every decision. Everything you learn along the way. Connected, so the next step builds on the last.

Our proprietary memory layer
included for every LexiLive customer.

MEMORY

We connect to the tools you already use

  • ServiceM8
  • Tradify
  • Simpro (Lightning)
  • AroFlo
  • Fergus
  • Ascora
  • BU
  • hipages (and Tradiecore)
  • Xero (incl. Xero Payroll)
  • MYOB (Business, AccountRight)
  • Deputy

Get started

Built around your business. Kept working by our team.

We set it up, tailor it to your way of working and keep it running, so you get the value without the extra workload.

  1. Map the work

    We learn how your business operates and identify the best place for Lexi to help.

  2. Start with one workflow

    We set it up, test it together and make sure it's working as expected.

  3. Keep it useful

    Our team monitors and refines it, so it continues to deliver for your business.

See where Lexi could help first

Tell us a bit about your business and we'll show you where AI can make the biggest difference.

Show me where AI can help my business

Lexi does the work. You keep the yes.

Construction & trades

More time on the tools, less on the admin.

Lexi prepares the quotes, job cards and follow-ups, and shows you what needs your decision.

An Australian site office
Banksia Street jobMaterials delayedFollow-up ready for approval
Show me where AI can help my business

Is any of this yours?

What we see in construction businesses

01Missed calls

The phone rings out while everyone is on the tools.

  1. The phone rings out

    Overnight voicemail and web leads, and the crew is still on site.

  2. Lexi drafts the job card

    It takes the address, the fault, the access and the urgency from the call.

  3. You check it before it goes

    Nothing moves until the office administrator says yes. An emergency goes to the on-call technician.

Prepared by Lexi

Draft job card

Ready to check

With the office administrator

Office administrator

Waits for a yes.

New overnight call. The address, fault and access are noted.

Waiting for youFiled to the job.

02Slow quotes

A quote takes too long to build.

  1. The visit is done, the quote is not

    Site notes and photos, not yet a single line item.

  2. Lexi drafts the quote lines

    It builds the line items from the notes, the photos and current supplier pricing.

  3. You set the price

    Nothing is sent until the estimator sets the price and the margin.

Prepared by Lexi

Draft quote

Ready to check

With the estimator

Estimator

Waits for a yes.

Quote drafted from the site notes. Set the price and the margin.

Waiting for youSent to the customer.

03Scope changes

A change agreed on site and left unwritten.

  1. The change is agreed, not written

    A variation discussed on site, with no price and no signature.

  2. Lexi drafts the variation

    From the site photo and note, priced from the rate card, ready for signature.

  3. You set the price

    Nothing proceeds until the builder sets the price and the client signs.

Prepared by Lexi

Draft variation

Ready to check

With the builder

Builder

Waits for a yes.

Variation drafted from the site photo. Set the price and the time impact.

Waiting for youSent for signature.

04Claim dates

A progress claim can miss its reference date.

  1. The reference date is close

    The claim pack is not assembled, and the payment schedule window is running.

  2. Lexi keeps the claim calendar

    It assembles the claim pack and watches the payment schedule window.

  3. The director issues the claim

    Nothing is lodged until the director decides it is ready.

Prepared by Lexi

Claim pack

Ready to check

With the director

Director

Waits for a yes.

Reference date is close. The claim pack is ready.

Waiting for youClaim issued.

Your Lexi workspace

Your week, without the guesswork.

Your week at a glance

Sample Construction Co. / Across the business

This week

2 waiting on a person, 2 running, 2 done, 2 did not happen in this sample week.

2Waiting on you
2Running
2Done
2Did not happen

The week in view

2
Mon
1
Tue
1
Wed
3
Thu
1
Fri

8 work items across the week

The detail is ready when you need it.

Waiting on you

Sample Construction Co. / Decisions and the work behind them

2 decisions
Waiting on youPre-fill the compliance certificate for the licensed person to sign

Scheduling, dispatch and field delivery / Site supervisor, Technician

Waiting on youDraft the variation for signature before work happens

Estimating, quoting and contracts / Site supervisor, Contracts administrator

On their queue

Owner / One person's day

2 in view
Waiting on youRead subcontractor documents and keep the clearance checklist

Safety, licences and inductions / Owner, Supervisor

RunningAssemble the weekly owner's brief

The builder's view / Owner, Office manager

Waiting on someone else

Owner / One person's day

3 in view
RunningDraft the variation for signature before work happens

Estimating, quoting and contracts / Site supervisor, Contracts administrator

RunningKeep the claim calendar and watch the payment schedule window

Progress claims, invoicing and accounts / Contracts administrator, Owner

RunningStructure the incident or near-miss report

Scheduling, dispatch and field delivery / Site supervisor, Technician

Finished

Owner / One person's day

2 finished
DonePre-fill the compliance certificate for the licensed person to sign

Scheduling, dispatch and field delivery / Site supervisor, Technician

DoneDraft the job card from a call or an overnight voicemail

Front office and enquiry / Service coordinator, Office administrator

A working estimate for your business

What it is worth to you

Pick the work. Watch Lexi do it. See what comes back.

Work areas. Tick to count one in your figures; choose its name to watch it run.

A$72,174 back each year

1,180.5 hours back for other work each year.

A$1,504 and 24.6 hours a weekA$6,015 and 98.4 hours a month

This work costs you A$116,404 a year today.

The office phone and enquiry

  • Lexi Automation
  • Lexi reads and drafts
  • A named person decides

The office phone and enquiry

  1. Approve the trade job call greeting and intake scriptOffice admin decides
  2. Use the approved trade job call greeting and questionsAutomation
  3. Capture the trade job call into a draft intake noteReads and drafts
  4. Decide if it is an emergency and who goesOwner or supervisor decides
  5. Approve lead acknowledgement template and recipientsOffice admin decides
  6. Acknowledge leads from your website and job sites like hipagesAutomation
  7. Propose site-visit slots from the calendarAutomation
  8. Confirm the site-visit bookingOffice admin decides

Estimating and quoting

  1. Build the quote from site notes, photos and supplier pricingReads and drafts
  2. Set the price and sign off the quoteOwner decides
  3. Approve quote reminder wording and scheduleOwner decides
  4. Chase the quote that has gone quietAutomation
  5. Draft a variation from site photos and notesReads and drafts
  6. Approve the variation price and obtain both signaturesOwner decides
  7. Prepare an enquiry acknowledgement and available slotsAutomation
  8. Approve the enquiry response and any bookingOffice admin decides
  9. Prepare the subcontractor tender comparisonReads and drafts
  10. Approve the subcontract awardOwner decides

The job

  1. Prepare crew and trade schedule optionsAutomation
  2. Approve the crew schedule or re-planSupervisor decides
  3. Approve RFI request list, wording and reminder scheduleSupervisor decides
  4. Chase the request for information with the architect or engineerAutomation
  5. Prepare materials orders and delivery trackingAutomation
  6. Approve materials purchases and delivery commitmentsOwner decides
  7. Approve and book the required inspectionSupervisor decides
  8. Draft the site diary from the voice noteReads and drafts
  9. Confirm the site diary recordSupervisor decides
  10. Decide the work is safe to proceedSupervisor decides

Progress claims and accounts

  1. Prepare the progress-claim pack for its reference dateAutomation
  2. Approve and lodge the progress claimOwner decides
  3. Watch the payment schedule window and warn before it lapsesAutomation
  4. Approve the completed-job invoiceAdmin decides
  5. Approve debtor reminder template and escalation limitsOwner decides
  6. Chase the debtor ladder and escalateAutomation
  7. Read supplier invoices and match to the purchase orderReads and drafts
  8. Decide whether to withhold in a payment scheduleOwner decides

Safety, licences and inductions

  1. Track licences, tickets and insurances for staff and subcontractorsAutomation
  2. Read the subcontractor's insurance and licence documents on onboardingReads and drafts
  3. Collect the safe work method statement before work startsSupervisor decides
  4. Draft an incident or near-miss reportReads and drafts
  5. Review and sign the construction incidentSupervisor decides
  6. Conduct and sign the site inductionSupervisor decides

The builder's view

  1. Assemble job profitability, work in progress, quote win rate and aged debtorsAutomation
  2. Write the weekly note on what movedReads and drafts
  3. Decide what to doOwner decides

All inclusive

Fully managed AI transformation

We set Lexi up around how your business works, and it is kept working by our team. Your price covers setup, integrations, maintenance and Lexi's AI usage. Lexi Memory and Lexi Workspace are included too.

A soft pattern in the colours of this industry

Included in your price

  • Custom setup and tool connections
  • Ongoing maintenance and support
  • Lexi's AI usage
  • Lexi Memory
  • Lexi Workspace

Lexi's brain

A memory that gets sharper with every use.

Every conversation. Every decision. Everything you learn along the way. Connected, so the next step builds on the last.

Our proprietary memory layer
included for every LexiLive customer.

MEMORY

We connect to the tools you already use

  • ServiceM8
  • Tradify
  • Simpro (Lightning)
  • AroFlo
  • Fergus
  • Ascora
  • BU
  • hipages (and Tradiecore)
  • Xero (incl. Xero Payroll)
  • MYOB (Business, AccountRight)
  • Deputy

Get started

Built around your business. Kept working by our team.

  1. Map the work

    We learn how your business operates and identify the best place for Lexi to help.

  2. Start with one workflow

    We set it up, test it together and make sure it's working as expected.

  3. Keep it useful

    Our team monitors and refines it, so it continues to deliver for your business.

See where Lexi could help first

Show me where AI can help my business

Lexi does the work. You keep the yes.