Prepare your data, import it into the system, and start managing projects, estimates, contractor quotes, and proposals — step by step.
The system works with your existing project and market data. Download the sample CSV files below, adapt them to your data, and import them to get started immediately.
CSV files with realistic fictional data — ready to import or adapt
Download Sample CSVs (ZIP)Your project directory. One row per project with client, budget, timeline, and status.
| Column | Description | Example |
|---|---|---|
| name | Project name | Réhabilitation Route Abidjan-Bouaké |
| type | Project type | infrastructure |
| location | Project location | Abidjan, Côte d'Ivoire |
| client_name | Client name | GEOROUTE CONSTRUCTION |
| budget | Project budget | 2500000000 |
| currency | Currency code | XOF |
| start_date | Start date (YYYY-MM-DD) | 2026-01-15 |
| end_date | End date (YYYY-MM-DD) | 2026-12-31 |
| status | Project status | active |
| description | Project description | Réhabilitation de 150 km de route |
| manager_name | Project manager name | Kouassi Marc |
Scope breakdown by phase, area, and item. One row per scope item linked to a project.
| Column | Description | Example |
|---|---|---|
| project_name | Project name (must match projects.csv) | Réhabilitation Route Abidjan-Bouaké |
| phase | Project phase | Phase 1 |
| area | Area or zone | Section A |
| item | Scope item description | Terrassement et nivellement |
| quantity | Quantity for this item | 150 |
| unit | Unit of measure | km |
| notes | Additional notes | Includes drainage works |
Quantity takeoffs from plans or drawings. One row per measured element linked to a project.
| Column | Description | Example |
|---|---|---|
| project_name | Project name (must match projects.csv) | Réhabilitation Route Abidjan-Bouaké |
| element | Element measured | Béton de chaussée |
| quantity | Measured quantity | 4500 |
| unit | Unit of measure | m3 |
| source | Source of measurement | Plan v2.1 |
| notes | Additional notes | Excludes intersections |
Cost estimates by trade and line item. One row per estimate line with unit price, total, and margin.
| Column | Description | Example |
|---|---|---|
| project_name | Project name (must match projects.csv) | Réhabilitation Route Abidjan-Bouaké |
| trade | Trade or discipline | Génie civil |
| line_item | Line item description | Béton de chaussée |
| quantity | Estimated quantity | 4500 |
| unit | Unit of measure | m3 |
| unit_price | Unit price | 95000 |
| currency | Currency code | XOF |
| line_total | Line total | 427500000 |
| cost_total | Line cost total | 315000000 |
| margin | Line margin | 112500000 |
| source | Estimate source | historical_data |
| confidence | Confidence level | high |
Your contractor directory. One row per contractor with trade, location, rating, and specialties.
| Column | Description | Example |
|---|---|---|
| name | Contractor company name | GEOROUTE CONSTRUCTION |
| trade | Primary trade | Travaux publics |
| contact_email | Contact email | contact@georoute.example |
| contact_phone | Contact phone | +225 27 10 00 01 00 |
| country | Country of operation | Côte d'Ivoire |
| city | City | Abidjan |
| rating | Performance rating (1-5) | 4.5 |
| projects_completed | Number of completed projects | 120 |
| status | Contractor status | active |
| verified | Verification status | yes |
| specialties | Specialties or capabilities | Routes; terrassement; drainage |
Quotes received from contractors for specific projects. One row per quote with amount, duration, and terms.
| Column | Description | Example |
|---|---|---|
| project_name | Project name (must match projects.csv) | Réhabilitation Route Abidjan-Bouaké |
| contractor_name | Contractor name (must match contractors.csv) | GEOROUTE CONSTRUCTION |
| trade | Trade or scope | Travaux publics |
| amount | Quoted amount | 1850000000 |
| currency | Currency code | XOF |
| duration_days | Estimated duration in days | 240 |
| validity_days | Quote validity in days | 30 |
| payment_terms | Payment terms | 30% advance, balance on milestones |
| status | Quote status | received |
| notes | Additional notes | Includes equipment mobilization |
Proposals submitted to clients. One row per proposal with amount, duration, and response tracking.
| Column | Description | Example |
|---|---|---|
| project_name | Project name (must match projects.csv) | Réhabilitation Route Abidjan-Bouaké |
| client_name | Client name | GEOROUTE CONSTRUCTION |
| amount | Proposed amount | 2200000000 |
| currency | Currency code | XOF |
| duration_days | Proposed duration in days | 300 |
| validity_days | Proposal validity in days | 60 |
| status | Proposal status | sent |
| sent_date | Date sent (YYYY-MM-DD) | 2026-01-10 |
| response_date | Client response date | |
| notes | Additional notes | Awaiting client feedback |
Market prices for construction materials. One row per material with supplier and location.
| Column | Description | Example |
|---|---|---|
| name | Material name | Ciment CEM II 42.5 |
| unit | Unit of measure | tonnes |
| unit_price | Market unit price | 85000 |
| currency | Currency code | XOF |
| category | Material category | Ciment |
| supplier | Supplier name | CIMENTERIE DU SAHEL |
| country | Country | Côte d'Ivoire |
| city | City | Abidjan |
| quality_level | Quality level | standard |
Market labor rates by trade and location. One row per trade-rate combination.
| Column | Description | Example |
|---|---|---|
| trade | Trade or discipline | Maçon |
| unit | Unit of measure | day |
| rate | Labor rate | 15000 |
| currency | Currency code | XOF |
| country | Country | Côte d'Ivoire |
| city | City | Abidjan |
| quality_level | Quality level | standard |
Market equipment rental rates by location. One row per equipment-rate combination.
| Column | Description | Example |
|---|---|---|
| name | Equipment name | Bulldozer D6 |
| unit | Unit of measure | day |
| rate | Rental rate | 350000 |
| currency | Currency code | XOF |
| country | Country | Côte d'Ivoire |
| city | City | Abidjan |
Key project decisions with rationale and impact. One row per decision linked to a project.
| Column | Description | Example |
|---|---|---|
| project_name | Project name (must match projects.csv) | Réhabilitation Route Abidjan-Bouaké |
| decision | Decision made | Awarded civil works to GEOROUTE CONSTRUCTION |
| rationale | Rationale for the decision | Best price-quality ratio and proven track record |
| impact | Impact on project | Cost savings of 12% vs second quote |
| decided_by | Decision maker | Diabaté Aminata |
| decided_at | Decision date (YYYY-MM-DD) | 2026-01-20 |
Once your CSV files are ready, importing them takes seconds. The system validates every file and shows you exactly what will be imported.
Launch the Project & Market Intelligence app. You'll see a chat interface — this is your command center.
Click the + button to attach a CSV file, or drag and drop it into the chat.
Describe what you want in plain language:
The system automatically checks your data and shows you:
• Number of rows detected and ready to import
• Data quality score (percentage)
• Any errors or warnings (missing columns, invalid dates, unknown projects)
• A preview of the first rows
Once you're satisfied with the validation results, confirm the import. Your data is now available for estimates, quotes, proposals, and reporting.
Once your data is imported, here's what your team can do every day — just by asking in plain language.
Define new projects with client, budget, timeline, and manager.
Result: A project record with name, type, location, client, budget, dates, status, and manager — ready for scoping.
📊 Dashboard: Dashboard → Projects tab → '+' button → fill name, category, city, surface, rooms, quality, budget → Save
Break down project work into phases, areas, and items with quantities.
Result: A structured scope breakdown with phases, areas, items, quantities, and units — ready for takeoff.
📊 Dashboard: Dashboard → Projects tab → click project → Scope section → add scope items, requirements, exclusions, assumptions → Save
Extract quantities from plans or drawings and link them to project elements.
Result: Takeoff records with element, quantity, unit, and source — ready for estimating.
📊 Dashboard: Dashboard → Estimates tab → '+' button → add line items with designation, cost type, unit, quantity
Build detailed cost estimates by trade using takeoffs and market prices.
Result: A line-by-line estimate with quantities, unit prices, totals, costs, margins, and confidence levels by trade.
📊 Dashboard: Dashboard → Estimates tab → select project → view calculated costs with margin and contingency
Request and record quotes from qualified contractors for specific trades.
Result: A quote record linked to the project and contractor with amount, duration, validity, and payment terms.
📊 Dashboard: Dashboard → Quotes tab → '+' button → select project and contractor → enter amount, duration, conditions
Compare contractor quotes side by side with price, duration, and terms.
Result: A comparison table with amount, duration, payment terms, contractor rating, and weighted ranking.
📊 Dashboard: Dashboard → Quotes tab → 'Compare' button → side-by-side comparison with recommendation
Generate client proposals with pricing, duration, and validity tracking.
Result: A proposal record with amount, duration, validity, status, and sent date — ready for client submission.
📊 Dashboard: Dashboard → Proposals tab → '+' button → select project and estimate → generate proposal with margin
Monitor all projects and proposals by status, value, and stage.
Result: A pipeline dashboard with project count, total value, and breakdown by status (active, pending, awarded, lost).
📊 Dashboard: Dashboard → Pipeline tab → all projects with status, budget, proposal status, risk alerts
Get alerts when material prices spike, quotes expire, or projects fall behind.
Result: A risk report with expired quotes, price increases, schedule risks, and budget overruns — prioritized by severity.
📊 Dashboard: Dashboard → Overview tab → alerts shown with color codes (red=critical, orange=high, yellow=medium)
Compare estimated vs actual costs, margins, and durations across projects.
Result: A performance analysis with cost variance, margin realization, and schedule adherence by project and trade.
📊 Dashboard: Dashboard → Analytics tab → statistics, win rate, average margin, project duration
Export any estimate, comparison, pipeline, or analysis to PDF or CSV.
Result: A formatted PDF report ready for client presentations, internal reviews, or stakeholder sharing.
📊 Dashboard: Dashboard → any tab → ⋮ menu → Export PDF or CSV
Update material, labor, and equipment prices — and compare your internal prices with current market rates.
Keep your material prices current. When you update a price, all active estimates using that material are flagged for recalculation.
Result: The material price is updated, and all active estimates using that material are flagged for recalculation.
📊 Dashboard: Dashboard → Estimates tab → Materials sub-section → update prices, see which projects are affected
The AI performs a web search to find current market prices and compares them with your internal prices.
Result: A comparison table showing your internal prices vs market prices, with percentage deviations highlighted.
📊 Dashboard: Available via chat only (the AI performs a web search to find current market prices)
Maintain current labor rates by trade and equipment rental rates by location.
Result: A table of labor rates by trade and equipment rental rates by location, with quality indicators.
📊 Dashboard: Dashboard → Estimates tab → Labor & Equipment sub-sections → rates by trade, location, and quality
Simulate cost scenarios, verify margin health, generate payment schedules, get contractor recommendations, predict new project costs, and learn from past decisions.
Compare 3 cost scenarios side by side to help your client decide.
Result: A side-by-side comparison of 3 scenarios (Economic -10%, Standard, Premium +15%), each with its own margin and contingency.
📊 Dashboard: Dashboard → Advisor tab → select estimate → 'Simulate scenarios' button → 3-scenario comparison table
Check whether your margin is healthy, below threshold, or at a loss — with the minimum selling price.
Result: A status indicator (OK / below threshold / loss) with the minimum selling price and recommendations.
📊 Dashboard: Dashboard → Advisor tab → select estimate → adjust minimum margin slider → 'Margin guard' button
Generate a milestone-based payment schedule for your project.
Result: A milestone-based payment schedule (default: 30% advance, 20% start, 25% mid-point, 25% receipt) with amounts.
📊 Dashboard: Dashboard → Advisor tab → select estimate → 'Payment schedule' button → milestone table
Get a ranked list of contractors filtered by service category, scored by rating, verified status, completed projects, and learned patterns.
Result: A ranked list of contractors with justification based on rating, verification, past projects, and learned decision patterns.
📊 Dashboard: Dashboard → Advisor tab → 'Recommend contractor' button → ranked list with justification
Predict the cost of a new project based on your historical data, learned patterns, and current market prices.
Result: A cost prediction based on your historical projects, learned patterns, and current market prices — with a confidence range.
📊 Dashboard: Dashboard → Analytics tab → 'Cost prediction' sub-section → enter project parameters → get prediction
Record key decisions with justification. After project completion, update the result and run Auto-Learn to generate patterns for future predictions.
Result: The decision is recorded with title, type, justification, and decision maker. After project completion, update the result (success/failure/partial) and run Auto-Learn to generate patterns for future predictions.
📊 Dashboard: Dashboard → Decisions tab → 'Record Decision' button → fill title, type, justification, decision maker → Save. After project: update result → 'Auto-Learn' button to generate patterns
Mark proposals as sent, accepted, or refused — accepted proposals feed into the learning system.
Result: The proposal status is updated (sent/accepted/refused) with response date and reason. Accepted proposals feed into the learning system.
📊 Dashboard: Dashboard → Proposals tab → ⋮ menu → 'Send to client' / 'Mark accepted' / 'Mark refused'
Manage your contractor directory, stay informed with real-time alerts, and get an instant snapshot of all your project activity.
Create and update contractor records with trade, service categories, contact details, rating, and verification status.
Result: A contractor record with trade, service categories (auto-suggested from trade), email, phone, city, rating, completed projects, and verification status.
📊 Dashboard: Dashboard → Quotes tab → Contractors section → '+' button → fill name, trade, service categories, contact, rating → Save
The notification bell aggregates all project events: proposals sent, pending, accepted, or refused.
Result: A list grouped by type: info (proposal sent), attention (proposal pending 35+ days), success (proposal accepted), error (proposal refused).
📊 Dashboard: Click the bell icon at top → notification list → click to navigate to project → 'Mark all as read'
Your home page — an instant snapshot of all your project activity in one place.
Result: A pipeline view of all projects with status (draft, in progress, completed), budget vs estimate, proposal status, and risk alerts.
📊 Dashboard: Dashboard → Overview tab — your home page with an instant snapshot of all project activity
Use the exact same project name across all files (projects, scopes, takeoffs, estimates, quotes, proposals). The system links all project data by name.
Use the exact same contractor name in the contractors file and the quotes file. The system links quotes to contractor profiles by name.
Material, labor, and equipment rates change over time. Import updated prices periodically so your estimates always reflect current market conditions.
Always use YYYY-MM-DD format for dates. This avoids ambiguity between regional formats and ensures accurate timeline tracking.
Log important project decisions with rationale and impact. This creates a valuable audit trail and helps with future project planning.
After any analysis, you can ask follow-up questions like "Show me the cost breakdown by trade" or "What's driving the margin gap on this project?"
Launch the app and import your data, or request a personalized demo.