Design study - Property and permit research before estimating

Automating repetitive public-record research before estimating. Design study.

Client
Miles Builds
Year
Service
Legacy portal automation, Construction, Public-record research
Engagement
Design study

The Challenge

Property research across government portals slowed the sales and estimating workflow and required repeated lookups.

The Approach

BeeNex scoped an address-to-research workflow using agreed public property and permit sources. Findings would be structured, exported to PDF and saved to Google Drive for review before estimating.

Capabilities

  • Address-based intake
  • Confirmed public source access
  • Property/permit lookup
  • Structured findings
  • PDF export
  • Google Drive storage
  • Validation and handoff

Workflow

  1. Enter property details
  2. Search agreed sources
  3. Collect selected fields
  4. Format findings
  5. Export PDF
  6. Save to Drive
  7. Review before estimate
  • Public government portals
  • Google Drive
  • Browser/workflow automation

Outcome

The proposal defines a focused public-record research tool and a path toward later estimating integrations. It remains a design study.

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