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Platform area

Quotes, RAMS and builder.

This area is for teams that need to convert findings into approval-ready commercial and delivery documents while keeping the technical story tied back to the right doors.

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  • Quote builder
  • RAMS packs
  • Door specs
  • Approval-ready outputs

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Quotes + RAMS
Quote builder connected to inspection evidence. Click to enlarge
Why teams look at this

Three problems this part of the platform actually solves.

Most teams land here because re-entering inspection data into separate documents is already costing them time.

From inspection → quote

FD-002 · Intumescent strip damaged Finding
Replace intumescent strip ×4 £320
Realign FD30 door leaf ×2 £480
Total (excl. VAT) £1,620

Benefit 01

From findings to output.

Move from site evidence into commercial documents without rebuilding the story from scratch. Inspection findings become quote line items, not a manual retranscription job for the office.

  • Findings map directly to quote line items
  • No re-entry of door data already captured on site
  • One source drives quotes, RAMS and PDFs equally

Output status

Block A Remedial Quote.pdf Ready
RAMS Pack — March 2026.pdf Ready
Door spec sheet — FD30 Draft
Sent to client for sign-off Sent

Benefit 02

Approval-ready packs.

Create cleaner quote and RAMS packs that are easier to explain to clients and internal reviewers. Outputs generated from the live record look coherent because they come from one source, not assembled from separate files.

  • Quote and RAMS generated from the same record
  • PDFs formatted for client sign-off, not internal notes
  • Consistent across every building and every job

Door spec — FD-002

Door type FD30
Frame material Timber
Remedial scope Strip + rehang
Linked to original finding Attached

Benefit 03

Door-specific detail stays attached.

Specs and supporting notes remain tied to the right doors and workscope, not floating in a separate spreadsheet that loses its connection to the inspection evidence when someone opens it three weeks later.

  • Spec notes linked to the door that needs the work
  • Workscope stays consistent from quote through delivery
  • Technical detail survives approval and handover

See the capability detail behind each of these →

What lives in this area
What lives in this area

The main capabilities teams review before committing.

Start with the capability closest to your current problem, then go deeper via the guides.

Quote lines — Block A

Intumescent strip ×4 £320
Rehang FD30 door ×2 £480
Self-closer device ×3 £540
Total (excl. VAT) £1,340

Capability 01

Quote line generation

Build structured line items from inspection findings rather than retyping every failure manually. Findings drive the lines, not a blank template.

  • Lines built from flagged door findings
  • Quantities, descriptions and pricing in one place
  • Totals calculated without leaving the platform
Findings to quote guide

RAMS pack — March 2026

Method statement Included
Risk assessment Included
Workscope reference Linked
PDF ready for approval Ready

Capability 02

RAMS pack production

Assemble RAMS alongside the workscope so site delivery stays consistent with what was approved. Not a separate document, part of the same delivery trail.

  • Method statement and risk assessment together
  • Workscope reference linked to the quote
  • PDF output formatted for client and site use
RAMS PDF packs guide

Builder — FD-002

Door type FD30
Scope note Strip + rehang
Supporting note Frame damage noted
Linked to quote line Attached

Capability 03

Builder workflows

Handle specs, scope and supporting notes in one place instead of spreading them across documents and email threads. Everything stays attached to the door it belongs to.

  • Specs and scope notes linked per door
  • Supporting context survives approval and delivery
  • Builder output feeds quotes and RAMS directly
Fire door builder guide

Outputs — Block A

Remedial Quote.pdf PDF
RAMS Pack.pdf PDF
Pricing breakdown.csv CSV
Sent for sign-off Approval

Capability 04

Approval-ready outputs

Produce cleaner PDFs and commercial packs for sign-off, handover and follow-up conversations. Generated from the same live record, not assembled manually from multiple sources.

  • PDF quotes and RAMS from one live source
  • CSV pricing exports for client review
  • Consistent format across every job and building
Pricing & CSV guide

Each capability has a dedicated guide in the resources library.

Browse all guides
What good looks like

What teams need from this in practice.

Two perspectives: the team doing the office follow-through, and the stakeholders reviewing what gets sent out.

Operationally

What the team needs day to day.

The practical friction the office team feels turning every inspection into a deliverable.

1

A faster handoff from inspection to commercial output.

The office should not spend hours converting site notes into a quote. Findings already captured on site should flow directly into line items, not be retyped from scratch each time.

2

Door-linked context that survives through approval.

Specs, scope notes and supporting detail need to stay attached to the doors they belong to, not float loose in a Word document that loses its connection the moment someone saves a copy.

3

Cleaner client-facing packs that reduce clarification loops.

Quotes and RAMS that come from one coherent source are easier to explain. Clients do not ask where a figure came from when the document tells a consistent story.

Commercially

What stakeholders need to see.

The questions buyers and managers ask before committing to this part of the platform.

1

Will the builder reduce the office admin from every inspection?

The commercial case is straightforward. If the platform removes a full office re-entry pass after every site visit, the time saving compounds quickly across a busy team or a large portfolio.

2

Can the team produce approval-ready outputs without losing technical detail?

Stakeholders want clean PDFs, but not at the cost of stripping out the door-level evidence. The question is whether the builder can produce client-facing outputs that are also audit-defensible.

3

Do specs and notes stay tied back to the right doors?

If a remedial is queried six months later, the spec notes and scope decisions need to still be traceable to the door they came from, not lost in a file no one can find.

The shared outcome

One pass from site to sign-off — quotes, RAMS and specs that come from the same record, stay coherent through approval, and are traceable if questioned later.

Start free trial See use cases
Relevant resources

Guides for this part of the platform.

Use these when you want the process and rollout detail behind each capability, not just the overview.

Workflow guide 6 min read

Findings to quote approval

See how inspection outcomes move into approval-ready quotes. Covers the full journey from flagged finding to signed-off commercial document.

  • Mapping findings to quote line items
  • Pricing and quantity setup
  • Sending for client approval
Open guide
Builder guide 5 min read

Fire door builder

See how builder workflows support scope, specs and outputs. Covers how to set up door-specific detail that stays linked through delivery.

  • Door spec and scope note setup
  • Linking builder output to quotes
  • Supporting notes for complex remedials
Open guide
Delivery guide 4 min read

RAMS PDF packs

Understand how RAMS packs fit into the same delivery trail as quotes and inspection records. Covers assembly, formatting and output for approval.

  • Method statement and risk assessment setup
  • Linking RAMS to the quote and workscope
  • PDF output format for site and client use
Open guide
Pricing guide 5 min read

Pricing, quotes & CSVs

See how pricing and outputs stay joined up across documents. Covers setting up pricing, exporting to CSV and keeping numbers consistent across quote, RAMS and invoice.

  • Pricing setup per line item type
  • CSV export for client and internal review
  • Keeping totals consistent across outputs
Open guide

More guides available across all platform areas.

Browse all resources
Use cases that start here

The audiences most likely to start with the builder.

Want the audience view instead of the capability view? Start with the use case closest to your team.

01

For field teams

Contractors & installers

Quotes and RAMS are central to winning and delivering work. For contractors, the builder is the link between what was found on site and what gets sent to the client, it needs to be fast, accurate and traceable.

Why the builder first

Useful when quotes and RAMS need to come directly from inspection findings, reducing the office re-entry pass after every site visit and speeding up the approval cycle.

Quote builder RAMS packs Approval outputs Pricing
See contractor workflow
02

For housing providers

Housing providers

Cleaner remedial scope and supporting documents matter most. Housing providers need outputs that are consistent across a portfolio, traceable back to individual doors and presentable to internal stakeholders.

Why the builder first

Useful when remedial scope documents and supporting evidence need to be consistent across a portfolio, and traceable if queried by a resident, regulator or internal reviewer.

Remedial scope Supporting documents Portfolio outputs
See housing workflow

FM teams and care homes also use the builder as part of a wider workflow.

All use cases FM & estates
Start today

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See how it holds together.

Capture a set of doors, produce a real output, and check how the audit trail looks afterwards. No setup cost, no card required.

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Inspections Quotes + RAMS Remedials Client portal PDF exports Stripe billing