Contact person: Business Client

Phone:Show

Email:Show

Location: Stevenage, United Kingdom

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"Job: Build Internal Construction Contract + Valuation Control Web App (AI extraction + reminders)

Overview
We are a construction company building an internal web app to manage:
Contract upload & AI extraction of key payment terms and dates
Deadlines & reminders (valuation dates, payment dates, pay less notice dates, etc.)
CSR + instructions + valuations with Application for Payment PDF output

This is not accounting software or a CRM. It’s a commercial control system to reduce risk and prevent missed deadlines/entitlement.

Core Requirements (MVP)

A) Contract upload + AI extraction (must have)
Upload a contract document (PDF/DOCX)
AI should extract (as structured fields):
Contract sum (if present)
Payment cycle (e.g., monthly)
Valuation date(s) / valuation rule
Due date for payment / payment due rule
Final date for payment
Pay less notice deadline rule
Any explicit notice timing rules (if present)
App must show a Review/Confirm screen where users can:
see extracted values
edit them
approve/save the final schedule
Important: AI extraction is assistive only — user confirmation is required before reminders are enabled.

B) Deadlines & reminders
Based on confirmed payment terms, generate a schedule of key dates:
Valuation dates
Payment notice dates (if applicable)
Pay less notice deadlines
Final date for payment
Ask user: “Which email address(es) should notifications be sent to?”
Reminder offsets configurable per project (e.g., 7/2/1 days before)
Send email reminders (basic templates OK)

C) CSR upload (Excel only) + baseline
Upload CSR from Excel
User maps columns once:
Ref (optional)
Description (required)
Contract value (required)
Qty/unit/rate (optional)
Each CSR line becomes a valuation item baseline
Guardrail: CSR locked once a valuation exists

D) Instruction register + compliance capture
Record instructions with:
Who / when / why
Description
Area/location
File uploads (emails/photos/PDF)
Compliance flag:
Evidence present → OK
No evidence → Missing evidence
Unvalued instructions auto-pull into next valuation

E) Valuations
Create valuations with auto-incrementing numbers
Period start/end
Carry forward previous CSR % complete
Value CSR lines by %
Value instructions as lump sums (negative allowed)
Adjustments (contra, dayworks)
Labour & CIS
Sticky top bar input: “Labour this valuation (£)”
CIS = labour × CIS rate
CIS deducted from net
Project-wide discount/MCD + retention
Retention % user input
Retention release profile: 50% at PC / 50% at Final Account (display only in MVP)
Project-wide discount/MCD applies to total gross (percent or fixed)
No VAT displayed

Valuation Calculation Logic (fixed)

code:
CSR this valuation + Instructions this valuation + Adjustments = Gross
Gross × Discount/MCD = Discount
Gross − Discount = Gross after discount
Gross after discount × Retention% = Retention
Gross after discount − Retention = Net
Labour × CIS% = CIS
Net − CIS = AMOUNT DUE

F) PDF Output
Generate Application for Payment PDF (neutral, no branding)

Must include:
Header (project/client/application no/period)
CSR table
Instructions table with evidence/compliance indicator
Adjustments
Commercial summary: gross/discount/retention/net/labour/CIS/amount due
Retention note: “50% at PC / 50% at Final Account”
Signatures

G) Locking & audit
Lock valuation → fully read-only
Only admin can unlock
Audit log: created/updated/locked/exported
Calculations must be server-side authoritative
Tech Expectations
Secure authentication + roles (internal users)
File storage for contract docs and evidence uploads
AI extraction using a reliable LLM (OpenAI or equivalent) returning structured JSON
Email sending (SendGrid/Postmark/SES)
Relational DB (Postgres preferred)
Deliverables
Deployed MVP
Source code repo
Database schema/migrations
Setup documentation
Basic handover / walkthrough

Proposals-
Please include:
Your suggested architecture (especially for AI extraction + confirmation + reminder scheduling)
Examples of similar apps (document parsing, scheduling, PDFs)
Timeline & cost
Any risks/assumptions you see
Applications that don’t address these points will be ignored.

Notes
AI must not “guess” silently. It can propose values, but the user confirms.
MVP reminder output can be email only." (client-provided description)