Six functions that prepare the routine work across the firm. You approve everything before it leaves.
Enquiries and quotes
Emma
Enquiries read and drafted into a quote for you to approve.
e.g. an enquiry from Hartley Energy arrives; a draft quote waits for your approval.
A summary of each enquiry from your connected mailboxes
Tender notices scanned and tracked
Idle enquiries flagged to you after five days
See what is included
Enquiries and proposals
Enquiry classification, scope, urgency and completeness
Acknowledgements, quotations and fee estimates for approval
Quote follow-up and requests for information
Business development
Tender discovery and portal coverage
LinkedIn and client-outreach drafts
CRM contacts, account intelligence and sales forecasts
Win/loss records and case studies from completed projects
Documents, quality and safety
Sarah
Document revisions, issue records and quality registers kept together.
e.g. Rev C of a cable schedule is prepared for issue, with recipients recorded.
Issue packs prepared, with recipient evidence recorded
An audit-readiness view built from the quality records you keep
CDM and HSE registers held with their evidence
Competency records kept
Records and tracks. Accreditation and statutory duties stay with the people appointed to them.
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Quality and safety evidence
NERS passport, competency matrix, annual reviews and authorising-officer sign-off
ISO 9001 audit evidence and technical audit register
CDM designer risk, COSHH and method-statement registers
Project RAMS, inspection and test plans, and LRQA surveillance evidence
Management systems and documents
ISO 14001 aspects, objectives and compliance-evaluation records
ISO 45001 hazard, incident and management-review records
ISO 19650 document control, BIM execution plans and information delivery plans
Projects and contracts
James
Contract dates, notice clocks and registers in one place.
e.g. a contract expiry date for Hartley Energy shows up in your daily flags.
Compensation event notice clocks start when you log the event
Contract, framework and compliance dates checked daily and flagged
Project, risk, variation and contract registers held in one place
Legal items are flagged to your director or solicitor.
See what is included
Project management
NEC4 early warnings, compensation events and programme milestones
DNO outage notification windows and customer notices
NERS project lifecycle procedure
Meeting transcripts, minutes and actions
Project RFI and technical-query registers
Submittal cycles, overdue reviews and programme drift
Final-account support
Contracts and legal records
Customer, supplier, framework and subcontractor contract registers
Liability caps, indemnities, review dates and PI exposure
NDAs by counterparty, scope and expiry
Framework obligations and regulatory compliance calendar
Disputes and claims: status, value and next action
Contract review flags for the director or solicitor
Anti-bribery, gifts and company-secretarial records
Engineering
Robert
Technical work prepared for your engineer to check.
e.g. a technical query from Hartley Energy is logged and tracked until answered.
Technical queries tracked and RFI responses drafted for engineer review
Calculation templates and imported study results organised for checking
Drawing registers, revisions and transmittals kept in order
A standards index with clause pointers; add your own licensed standards
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Engineering information
The engineering reference library and the standards references you are licensed to use
Drawing and calculation registers, including DWG metadata
Search by clause, voltage band, DNO and project context
Calculation inputs, source single-line diagrams and stale-parameter review
Cable-rating inputs and earthing reference context for a qualified engineer
Coordination and source control
CDE file naming, revision control and information-container records
Reference relationships between documents and calculation assumptions
Publisher access, customer uploads and revision monitoring
Fees and finance
Michael
Finance records and drafts prepared for you to review.
e.g. an overdue invoice for Hartley Energy is flagged so you can chase it.
An application for payment drafted from the schedule you supply
Invoice drafts recorded for your approval, with overdue invoices flagged for chasing
Purchase orders and expenses recorded
VAT and CIS drafts built from the figures you record
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Project commercial administration
Applications for Payment and supporting evidence
Compensation-event cost records
Work in progress, budgets and actuals
Cashflow forecasts and debtor follow-up drafts
Retention and bond records
Accountant packs
People and admin
Paul
People and subcontractor records kept in one place.
e.g. a training certificate nears its expiry date and a reminder is raised.
Leave and absence recorded
Starter, leaver, right-to-work and DBS records kept
Training and subcontractor records, with expiry reminders
Records the determination. It does not decide employment status.
See what is included
People and subcontractors
Pre-engagement records: customer IR35 determinations, insurance, CSCS, CHAS/SSIP and RAMS
Framework PQQ renewals, including SSEN, NGED, UKPN and SPEN
CPD, training and competence records
Insurance-renewal coordination
Companies House filings
HR onboarding and right-to-work review records
Letterbox
Letterbox reads your engineering email like a project engineer and has the work done before you open your laptop.
Catch contract dates in your email
Dates in your email, suggested with their source. You confirm each one.
e.g. a compensation event email: Letterbox suggests the NEC4 period, you confirm the date.
NEC4 notices, with the period offered
Payment and pay less notice dates
Tender deadlines, kept once you confirm the date
Connection clocks
See what is included
Clocks
Compensation events
Early warnings
Payment notices
Pay less notices
Tender deadlines
Connection clocks
You confirm
Source beside each date
Start date
Where shown
Email card
Today
Check drawing revisions against your register
Checks the drawing revision in an email against your register.
e.g. an email attaches Rev B but your register says Rev C. Letterbox flags it.
Revisions read from attachment names
Supplier document status, read from the subject
See what is included
Checks
Attachment revision against your drawing register
Supplier document status in the subject
Result
Email flag
Reply draft asking for the right revision
Check before you pay new bank details
Flags emails that change bank details.
e.g. a supplier email with new bank details gets a note: call them on your usual number first.
See what is included
Spots
Changed bank details
Look-alike sender names
Action
Call on your usual number
Mail is never blocked or deleted
See who you are waiting on
Keeps track of the replies you are waiting for.
e.g. Northfield Cables has not replied to your Monday email, so it is listed.
Each one listed with the name of who owes it
A chaser draft when you ask for one
A weekly summary of what slipped
See what is included
List
Who owes the reply
How long it has been outstanding
Follow-up
Chaser draft when you ask
Weekly summary of what slipped
A brief before your day
A morning brief that gets you ready for the day.
e.g. a morning brief shows what needs you and what is already sorted.
A morning brief
See what is included
Morning brief
What needs you
What is already sorted
Sort your inbox and prepare replies
Your mail sorted, with replies drafted for you to send.
e.g. a client query lands in Needs you, with a draft reply in Drafts.
Email groups, with what needs you first
Unsent reply drafts waiting in Drafts for you to edit
Remembers the email groups you approve
Notifications paused at the times you choose
See what is included
Email groups
Needs you
FYI
System
Urgent
Replies
Drafts in your style in Drafts
Your preferences
Approved filing
Edit and Forget controls
Notification times you choose
Safety
Never sends
Never deletes
Undo on every move
HVCO
HVCO drafts the cable route study for UK grid connections from 11 kV to 132 kV, with sources shown beside the values.
Cable design and crossing study
A draft cable design and crossing study, with calculation worksheets.
e.g. a draft study for a sample route lists its crossings and calculations.
See what is included
Studies
Cable rating
Crossings
Bonding
Trench and civil
Trenchless
Bridge
Subsea
Report
Draft study on your letterhead
Calculation worksheets
Sources and dates beside values
Assumptions
Questions to ask
Route options appraisal
Routes compared on the checks you choose and on cost; the cheapest option that passes is flagged.
e.g. four route options compared; the cheapest option that passes the checks is flagged.
See what is included
Compares
Route options on your chosen checks
Cost
Outputs
Cheapest passing option flagged
Comparison table
DXF route plan
Trench design and cross-sections
Cross-sections and 3D views of the trench, from the dimensions you record.
e.g. a cross-section shows two circuits in one trench, labelled with your dimensions.
See what is included
Drawings
Trench cross-sections
3D trench views
Labels with your dimensions
Checks
Duct fit
Network area, proposed from your route
Proposes the network area from your route’s first point, using NESO area outlines. You confirm it, and the source is shown.
e.g. a route starting in the north of England gets a network area to confirm.
See what is included
Output
Network operator area proposed from the route start
NESO area outlines
Source shown
Your confirmation
Minimum cover check
Cable cover checked against minimums taken from operator documents, where the land use and voltage are recorded.
e.g. a cable under a verge is checked against a minimum cover figure.
See what is included
Checks
Operator minimum cover
Land use
Voltage
Cable sizing checks
Design current, voltage drop, losses and short-circuit checks, with the inputs and the working shown.
e.g. a 400 m circuit is checked for voltage drop and losses.
See what is included
Checks
Design current
Voltage drop
Losses
Short circuit
Record
Inputs and working
Construction pack
A draft pack: cable, cut, drum and joint schedules, with a pulling plan and traffic proposal for review.
e.g. a pack lists each cable cut and drum, with a pulling plan for review.
See what is included
Schedules
Cable
Cut
Drum
Joint
Material
Plans
Pulling plan
Traffic proposal
Drawings
DXF route plan
Commissioning, as-built and handover records
A commissioning checklist, as-built records and a handover pack, compared with a tolerance you set.
e.g. installed length is compared with design, using the tolerance you set.
See what is included
Records
Commissioning checklist
As-built records against your chosen tolerance
Handover pack
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