Every job's invoice forecast, read from its fee proposal

01The challenge

Every job in YourEKA needs an invoice forecast: each work stage, its description, the amount (fixed, or a percentage of the pre-tender estimate or construction value) and the date it should be invoiced. Surveyors saw it as admin competing with fee-earning work, so entries were missed. With no forecast there was no reminder, so some projects finished without an invoice being raised, and because forecast billing doubles as EK's measure of team capacity, resource planning suffered too.

02What we did

1. 01November–December 2025 — a field-by-field walk through the manual process with EK, from fee proposal to forecast
2. 02December 2025 — proposal: AI extraction, a magic-link review for surveyors and a dashboard for management
3. 03April 2026 — placed on EK's 90-day roadmap
4. 04October 2026 — first demonstration to EK, with refinements agreed

03What we built

When a project owner is assigned to a live job, the agent reads the signed fee proposal, whether the stages sit in a table, in prose or both, and drafts each forecast entry with a confidence score. The surveyor opens a magic link, sees the agent's reading beside the original PDF, adds the dates and any pre-tender estimate, and confirms; the agent then writes the forecast to YourEKA.

• Reads stages from any fee proposal layout
• Side-by-side review with confidence scores
• Starts when a project owner is assigned
• Magic-link emails, no passwords to manage
• Confirmed forecasts written to YourEKA
• Dashboard of who is behind, one-click chase

04The result

The agent is designed so that a surveyor's part is checking its reading of the proposal and adding dates, with no new login and no training. Management sees which jobs lack forecasts by team, division or surveyor before month end, not after. With the Pipedrive to Deltek agent already live, a job goes from won deal to forecast billing without anyone re-keying it.