Knowledge Centre
Practical guides, quick-read insights and the Friday Five. Everything you need to get the best out of Build Concierge's AI-powered customer engagement platform.
Missing job card answers, sent back to the engineer
When a job is completed, Build Concierge sends the engineer who attended a follow-up task to fill in any blank job card questions, so your office spends less time chasing.
Engineer notes, turned into a clear job summary
What was done, what was fitted and what is still outstanding, clear in seconds. When a job is completed, Build Concierge reads the engineer's notes and worksheet answers, adds a short, plain-English summary to the job and compares the materials fitted with the job's financial lines, so missing charges are spotted before the invoice goes out.
Website orders in. Invoice-ready jobs out.
When a website order arrives, Build Concierge reads the confirmation email, creates the job in your job management system, adds the financial lines and passes it to accounts, without anyone retyping the order.
Show the evidence behind every compliance job. Automatically.
When a compliance job is completed, Build Concierge checks each recorded answer against the SFG20 schedule you provide and sends your customer a clear, branded report alongside the certificate.
Snap the receipt. Skip the retyping.
Engineers email a photo of their trade counter receipt with the PO number. Build Concierge adds the purchased items to the purchase order, helping keep job costs up to date.
Stop losing margin on London congestion charges
Build Concierge adds the congestion charge to every qualifying London job the moment it's booked, priced and tax-coded, ready for invoicing.
Friday Fives: your AI Receptionist will soon make calls
Coming soon: AI Receptionist calls to confirm jobs and reach on-call engineers. Plus CRM contact syncing, calculated job durations and invoice costing.
Book a job once. It's ready in Xero automatically.
When a new job is booked, Build Concierge creates the matching item in Xero, with your accounts and VAT already set. Finance can code every bill to the right job from day one.
Add supplier invoices to job costs automatically
Keep project costs moving with the work. Build Concierge reads supplier invoices and adds their line items to the relevant job, reducing manual entry and giving your team a clearer view of recorded costs without requiring a purchase order.
TW Drainage Case Study
Join the smart businesses scaling with Build Concierge.
Built for service businesses of every size, our AI powered customer engagement platform helps you respond faster, cut admin and deliver a better customer experience.
