Complete guides, by industry
Free, practical guides with clear scope and sources. No signup. New guides ship regularly.
Construction
- How to Respond to a French Construction Tender
French public works: DCE, thresholds and deadlines, 12 min read
- FIDIC Red Book: A Practical Notice and Claims Administration Guide
FIDIC 1999/2017: deadlines and notice register, 14 min read
- Electrical Takeoff from 2D Drawings: Workflow, Checklist and Quality Checks
Electrical estimators: takeoff template and two-level QA, 12 min read
- Electrical Home Run Calculation: How It's Done Manually and What Can Be Automated
US NEC: home run length, voltage drop and fill, 13 min read
- How to Integrate an AI Document Workflow with Procore
Procore users: permissions, field mapping and pilot, 13 min read
- How to Automate an Estimating Department: A Practical Guide
Estimating managers: choosing and piloting the first workflow, 9 min read
- Estimating Under Pressure: A Bid Due Tomorrow, a Takeoff Backlog, an Estimator Leaving
Estimating managers: bid triage, backlog and handover, 11 min read
- How to Level Subcontractor Bids
GC estimators and buyers: one package, from bid day to the scope letter, 16 min read
- Comparing Drawing Revisions: Impact on Quantities, Price and Scope
Estimators: revisions and addenda before bid, 14 min read
- Piping Takeoff from Isometric Drawings: MTO and Spool BOM
Piping estimators and fabricators: isometrics to MTO and BOM, 15 min read
- NRM2 Bill of Quantities: Structure, Rules and NRM1 vs NRM2
UK quantity surveyors and estimators: NRM1, NRM2 and NRM3, 12 min read
- NEC4 Compensation Events and Early Warnings: The Process
NEC4 ECC Project Managers and commercial managers: the change process, 14 min read
- CSI MasterFormat Divisions: The Complete List and How Estimators Use It
US estimators and project teams: the division list and how to use it, 13 min read
- AIA Contract Documents: A Contractor's Guide to the A201 Family and Its Forms
US contractors: the A201 family and its administration forms, 16 min read
Logistics
- Carrier Onboarding Document Verification: A Practical Checklist
US motor carriers: FMCSA document checklist, 10 min read
- How to Audit and Dispute Detention and Demurrage Charges
Ocean freight: rebuild and dispute the charge, 12 min read
- Freight Forwarding Software: What It Does, How to Choose, and What to Automate Around It
Forwarders and customs brokers: choosing a system, 10 min read
- Freight Quote Automation: From Email Request to TMS Quote
Forwarders and carriers: from the email request to the quote in the TMS, 18 min read
- How to Audit Carrier Invoices
US truckload and LTL: shipper and 3PL side, 18 min read
- How to Automate CargoWise Data Entry from Freight Documents
CargoWise users: eAdaptor, mapping and checks, 16 min read
Manufacturing
- Sales Order Exception Handling Before ERP Entry
Order desks: exception rules before ERP entry, 9 min read
- How to Automate Order Entry: EDI, Portal, OCR or an ERP Agent
Order desks: choosing EDI, a portal, OCR or an agent, 16 min read
Mining
- Mine Fuel Reconciliation: From Delivery to Tank, Pump and Equipment
Mine sites: diesel balance per tank and machine, 10 min read
- Quarry Weighbridge Ticket Reconciliation, Step by Step
Quarries: tickets, delivery tickets and invoices, 17 min read
Evaluating and deploying automation
- Forward Deployed Engineering: The Complete Guide
Buyers: method, data access, cost and choosing a provider, 38 min read
- Document Automation Pilot: How to Evaluate a Vendor
Buyers evaluating document automation: pilot protocol and scoring, 18 min read
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