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Morning huddle at the Rotterdam office: project managers align with field crews before heading to sites.

Construction and Engineering · Rotterdam, the Netherlands

De Vries Renovatie & Installatie got 45 hours a week back in 7 days

A family-run contractor with 21 people, completing around 90 projects a year. They handle everything from kitchen refits to full commercial plumbing and electrical installations. The office team manages estimating, scheduling, and invoicing while field crews execute the work across the city.

Morning huddle at the Rotterdam office: project managers align with field crews before heading to sites.

21people on the team
45hback every week
$93,200value per year at $45/h
4 weeksto earn back the $7,700
ⓘWe use fictive names for privacy reasons. De Vries Renovatie & Installatie and everyone in this story are fictive; the plan shows how a typical 7-day engagement runs in this industry.

The business

Rotterdam renovation and installation contractor for homes and businesses

Customers
Homeowners, property managers, and small business owners in and around Rotterdam.
Team
21 people
Location
Rotterdam, the Netherlands

Tools before we started

Microsoft 365 (Outlook, Excel, Teams)Exact OnlineWhatsAppGoogle MapsAdobe AcrobatTrello

What they sell, share of revenue

Residential Renovations40%
Commercial Installations30%
Maintenance Contracts20%
Emergency Repair Services10%

The team

21 people, and what their AI now does for them

DirectorCopilot in Teams and Outlook to summarize project updates and draft client communications.1
Project ManagerAI-assisted daily log creation and schedule adjustments in Excel and Teams.2
EstimatorCopilot in Excel to pull material costs from past jobs and generate quote drafts.2
Office ManagerAutomated document filing in SharePoint and email responses for common inquiries.1
Finance & HR OfficerAI to cross-check invoices against contracts and draft payment reminders.1
Site SupervisorVoice-to-text in OneNote for site notes and automatic report creation.2
Field TechnicianAI chatbot in Teams for quick access to installation manuals and safety guidelines.12

The questionnaire

What Daan de Vries told us before we started

Daan de Vries, Director, filled in the same questionnaire you can fill in today.

Biggest time drain

Manual data entry across estimating, scheduling, and invoicing.

The goal

Cut admin time by 40% so we can take on two extra projects per month without hiring office staff.

Worries about AI

Data privacy of client information · Field workers not adopting new tools · AI misunderstanding complex project specs

Our advice

Microsoft 365 Copilot, and the three things to automate first

Your company runs entirely on Microsoft 365 for documents, spreadsheets, and communication. Copilot plugs directly into that and can use your existing data, so you start getting help from day one without migrating anything.

Your tools today

Microsoft 365 (Outlook, Excel, Teams)Exact OnlineWhatsAppGoogle MapsAdobe AcrobatTrello

We advise

Microsoft 365 CopilotFit 9/10Set up for 21 people, connected to your tools

AI takes over

  • Quote Generator
  • Voice-to-Report Site Logs
  • Payment Reminder Workflow
  • Crew Schedule Optimizer

Stays human, AI only supports

Client negotiations and relationship buildingOn-site quality inspectionsCrew training and safety briefings

How each platform fit this business

Microsoft 365 Copilot Chosen9/10
ChatGPT Business7/10
Claude Team6/10
Google Gemini for Workspace5/10

What we advised to automate first

  • Estimate and quote generation
  • Site report compilation from voice notes
  • Invoice follow-up reminders

Their 7 days

One Zoom session a day, from kick-off to AI-ready

  1. Day1

    Audit & AI Roadmap

    Director, office manager, lead estimator

    In a Zoom meeting, we mapped your current workflows for estimating, project reporting, and invoicing. Identified the top time-wasting tasks and set goals for the week.

  2. Day2

    Copilot Setup & Data Connection

    Director, office manager

    In a Zoom call with screen sharing, configured Microsoft 365 Copilot with access to your SharePoint files, Outlook, and Excel templates. Set up security groups for different roles.

  3. Day3

    Role-by-Role AI Configuration

    Project managers, estimators, finance & HR officer

    In a Zoom meeting, we built custom prompts and connected apps for each department: PM dashboards, estimator Excel models, and finance invoice alerts.

  4. Day4

    Automation Building Sprint

    Estimators, project managers, office manager

    In a Zoom meeting, created the three core automations: estimate drafting, site report generator, and invoice reminder flow. Tested with real data.

  5. Day5

    Mobile AI for Field Crews

    Site supervisors, 4 field technicians

    In a Zoom meeting, showed site supervisors and field techs how to use voice notes in Teams and access safety docs on their phones. Set up quick templates.

  6. Day6

    All-Hands Training & Practice

    Entire team

    Live Zoom training session with the whole team in their own meeting room, doing hands-on exercises: creating a quote, turning a voice memo into a report, and sending an automated invoice reminder.

  7. Day7

    Handover & Documentation

    Director, office manager

    In a Zoom meeting, delivered custom training videos, written guides, and a maintenance plan. Reviewed next steps and set up a monthly check-in.

Consultant leads the team through voice-to-report training on Zoom, with field techs testing the mobile app at their own workplace.

Consultant leads the team through voice-to-report training on Zoom, with field techs testing the mobile app at their own workplace.

Training

A live Zoom session, 6 custom videos and a plan per person

Live training on Zoom

A 90-minute hands-on Zoom workshop where every team member practiced their new daily AI routine, from field technicians recording voice notes to estimators drafting quotes.

Custom training videos

  • ▶  How to Generate a Quote from an Email9 min
  • ▶  Turning Voice Notes into Daily Reports6 min
  • ▶  Automating Overdue Invoice Reminders5 min
  • ▶  Quick Site Safety Checklist with AI4 min
  • ▶  Using Copilot in Teams for Project Updates8 min
  • ▶  Excel Estimating with AI Assistance10 min

Online training plan, per role

Director
Executive summaries and email delegation
Project Manager
Creating automated status reports
Estimator
Using AI for rapid cost lookups
Office Manager
Organizing digital files with Copilot
Finance & HR Officer
Invoice reconciliation with AI
Site Supervisor
Voice reporting and photo notes
Field Technician
Asking installation questions via Teams

Automations built

4 automations that now run every day

Quote Generator

9hper week
BeforeEstimators manually searched past projects and typed quotes in Excel, spending about 4 hours per quote.NowCopilot drafts a quote in Excel from the client email, pulling material prices and labour rates; estimator reviews and tweaks in under 1 hour.

Voice-to-Report Site Logs

3hper week
BeforeSite supervisors spent a total of 4 hours per week typing formal reports from paper notes.NowThey speak their notes, AI creates a draft report, trimming total report time to 1 hour per week.

Payment Reminder Workflow

2.5hper week
BeforeOffice manager manually tracked overdue invoices in Exact Online and emailed reminders, 3 hours per week.NowAutomated flow scans overdue invoices daily and sends a reminder email draft for the manager to approve in 30 minutes.

Crew Schedule Optimizer

4hper week
BeforeProject managers spent 5 hours per week moving crew members around in Excel based on project changes.NowCopilot suggests schedule updates in Teams based on project timelines, PM reviews and confirms in 1 hour.

The result

45 hours a week back, worth $93,200 a year

27 hours come from everyone using their own AI every day, 19 from the automations. Project turnaround time dropped by 15% because estimates go out faster. The office manager now handles invoicing without overtime, and site supervisors submit reports on the same day.

Where the hours come from, per week

Quote Generatorautomation9h
Estimator2 × 3.5h daily AI7h
Project Manager2 × 3h daily AI6h
Field Technician12 × 0.5h daily AI6h
Crew Schedule Optimizerautomation4h
Voice-to-Report Site Logsautomation3h
Payment Reminder Workflowautomation2.5h
Everyone else (4 more)daily AI and smaller automations7.5h

Paid back in week 4

At $45 an hour, the time saved earns back the $7,700 in 4 weeks. Every week after that is profit.

Week 1Week 13Week 26
2,070h

back per year

$93,200

value per year

Retainer: monthly. Monthly retainer covers Copilot license management, bi-monthly virtual check-ins, and two new automation tweaks per month based on user feedback.

The AI took the paperwork off my desk. I used to spend Fridays cleaning up invoices and schedules; now that happens automatically. The field guys actually enjoy the voice reports because they hate typing. We've taken on two extra renovation projects since going through the programme, and I'm not working longer hours.
Daan de Vries, Director, De Vries Renovatie & Installatie. Fictive example.

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