Seven independent sessions cover the core areas of a building business. Join one topic or explore the whole series. Each includes examples of where AI could help, with the final workflow depending on your system and data.
SESSION 01 · 20 OCTOBER 2026
Marketing and sales process
Generate new opportunities using powerful Zoho marketing tools—social media integration, landing pages, contact forms, live chat, email and SMS campaigns. Take opportunities through a structured blueprint sales process with AI and automations to help you win more business.
SESSION 02 · 27 OCTOBER 2026
Estimating and proposals
Turn enquiries into winning proposals. See how Builders Excellence transforms estimating from spreadsheets into a fast, accurate process—with BOQ management, margin control, and AI-powered accuracy built in. Convert completed estimates into professional proposals in seconds, complete with digital signatures.
SESSION 03 · 3 NOVEMBER 2026
Schedules, timesheets and inspections
Control your projects. Manage your people. Stay compliant. Create schedules using estimates, templates, or AI. Capture timesheets and manage approvals from mobile. Manage inspections and WH&S with digital forms. Keep projects on track, teams coordinated, and your business protected.
SESSION 04 · 10 NOVEMBER 2026
Suppliers and purchasing
Control your spending. Manage your suppliers. Never miss a delivery. Create purchase orders linked to job budgets and track spending against estimates in real time. Receive and track materials, reconcile supplier bills, and manage supplier compliance and payment terms. Keep costs under control, suppliers on track.
SESSION 05 · 17 NOVEMBER 2026
Invoices and forecasting
Get paid faster. Forecast cashflow with confidence. Forecast your project balance linked to your schedule. Convert forecasts into invoices that sync to your accounting system. Track payments and credit notes. Understand cashflow value of every invoice and manage funds flowing to your balance or P&L.
SESSION 06 · 24 NOVEMBER 2026
Reports, budgets and WIP
Know where every project stands. Track budgets against actual costs, monitor work in progress, and spot overruns before they affect your margin. Bring job, financial and operational data into clear reports and dashboards so you can see what is profitable, what needs attention and what to do next with confidence.
SESSION 07 · 1 DECEMBER 2026
Customer and supplier portals
Give customers and suppliers a direct connection to your projects. Share updates, images, videos and documents through dedicated portals, keep conversations in one place and reduce email and phone calls. Help everyone find the information they need, respond faster and keep work moving without chasing updates.