⚡ Platform Capabilities

Powerful Features for Professional QS Teams

Everything you need to extract, benchmark, classify, and manage construction rates — powered by AI, built for quantity surveyors.

Core Feature

AI Quote Extraction

Upload subcontractor quotes as PDF or Excel and let AI extract every line item in seconds, not hours.

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PDF & Excel Upload

Drag and drop PDF or Excel files directly into the platform. Rates Goblin parses multi-page documents and complex spreadsheet layouts automatically, handling merged cells, nested tables, and inconsistent formatting.

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Intelligent Line Item Extraction

AI identifies and extracts every line item with full detail: description, quantity, unit of measurement, unit rate, and total amount. Achieves 80%+ accuracy on first pass, even on poorly formatted or handwritten-style quotes.

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Scanned PDF Support via Vision AI

Scanned or image-based PDFs are processed through Vision AI (OCR), converting printed and handwritten text into structured data. No need to request digital copies from subcontractors.

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Inline Editing & Audit Trail

Review and correct any AI-extracted value directly in the interface. Every edit is logged with a full audit trail — who changed what, when, and from which original value — ensuring complete traceability.

QS Sign-Off Workflow

Extracted quotes remain in draft until a qualified quantity surveyor reviews and formally signs off. This approval workflow ensures no unverified data enters your rate library or cost comparisons.

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Extraction Confidence Scoring

Each extracted field receives a confidence score. Low-confidence items are flagged for manual review, letting your team focus attention where it matters most rather than re-checking every line.

Intelligence

Rate Benchmarking & Intelligence

Compare every incoming quote against your own historical rates and industry benchmarks to spot outliers instantly.

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Historical Rate Comparison

Every extracted rate is automatically compared against your organisation's historical rate library. See at a glance whether a subcontractor's price is competitive, average, or above market based on your own data.

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Rate Statistics (Median, P25, P75)

View statistical breakdowns for every rate item: median price, 25th percentile, and 75th percentile. Understand the full distribution of prices you have paid historically, not just a simple average.

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TPI Trend Tracking

Track Tender Price Index trends over time with clear directional indicators: Rising, Falling, or Stable. Understand whether current pricing reflects broader market movements or subcontractor-specific adjustments.

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Benchmark Deviation Indicators

Colour-coded deviation badges highlight how each rate compares to benchmarks. Blue indicates within range, amber signals moderate deviation, and red flags significant outliers requiring further investigation.

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CSV Rate Library Export

Export your entire rate library — including benchmark statistics, deviation scores, and historical trends — to CSV format for use in external estimating tools, client reports, or offline analysis.

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Rate Accuracy Over Time

Monitor how your benchmarking accuracy improves as more data enters the system. The more quotes you process, the sharper your rate intelligence becomes, creating a compounding advantage.

Classification

NRM Classification

Automatically classify extracted line items against RICS New Rules of Measurement standards for consistent cost categorisation.

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RICS NRM Standards (Level 1/2/3)

AI classifies every extracted item against the RICS New Rules of Measurement hierarchy — from high-level NRM Level 1 elements down to granular Level 2 and Level 3 sub-elements, matching the structure professional QS teams use daily.

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Confidence Scoring & Auto-Approve

Each NRM classification receives a confidence score. Classifications scoring 85% or above are auto-approved, while lower-confidence items are queued for manual QS review, balancing speed with accuracy.

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Budget vs Quote Comparison by Element

With consistent NRM classification applied to both cost plans and quotes, you can automatically compare budget allowances against incoming prices element by element — identifying overruns and savings at a glance.

Management

Cost Plan Management

Import, organise, and manage your cost plans with AI-assisted column detection and NRM element breakdown.

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Excel Cost Plan Import

Upload your existing Excel cost plans directly. Rates Goblin reads your spreadsheet structure and maps it into the platform without requiring you to reformat or use templates.

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AI Auto-Detects Columns

The AI automatically identifies which columns contain descriptions, quantities, units, rates, and totals — even when column headers are missing, abbreviated, or use non-standard naming conventions.

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NRM Element Breakdown

Cost plans are structured by NRM element, giving you a clear breakdown by building element. Section headers are preserved, maintaining the hierarchy and context from your original document.

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Draft / Active / Archived Status

Manage cost plan lifecycle with clear status labels. New imports start as Draft, move to Active when signed off, and can be Archived when superseded — keeping your workspace organised and current.

Sign-Off Workflow

Cost plans follow the same rigorous sign-off workflow as quotes. A qualified QS must review and approve before a cost plan becomes the active benchmark, ensuring data integrity across your projects.

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Section Headers & Structure

AI preserves and recognises section headers, grouped items, and hierarchical structure from your original cost plan. The imported data retains context, not just flat rows of numbers.

Optimisation

Value Engineering

Identify where the biggest savings opportunities exist across your procurement by analysing rate spread and specification variants.

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Price Spread Analysis

Automatically identifies rate groups where there is a 60%+ price spread between the lowest and highest quotes. These high-variance items represent your greatest negotiation and savings opportunities.

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Savings Potential Calculator

For every high-spread item, Rate Goblin calculates the potential savings if you moved from the upper quartile to the median or lower quartile rate, giving you a concrete pound figure to target in negotiations.

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Spec Variant Estimator (LOW/MID/HIGH)

Explore alternative specification tiers with the variant estimator. See estimated costs at LOW, MID, and HIGH specification levels for key items, helping you make informed value engineering decisions with your design team.

AI Powered

AI Query Assistant

Ask questions about your data in plain English. Your AI-powered QS colleague calculates, compares, and advises — without fabricating figures.

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Conversational QS Colleague

Ask natural-language questions like "What is our average rate for blockwork across the last 6 projects?" or "Which subcontractor quoted lowest for M&E on Project Alpha?" and get precise, data-backed answers.

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Calculates from Your Data

The AI query assistant performs live calculations across your quotes, cost plans, and rate library. It aggregates, averages, and compares in real time — no exporting to spreadsheets required.

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Compares Against Benchmarks

Answers are contextualised against your benchmark data. When you ask about a rate, the assistant tells you how it compares to your median, whether it falls within your expected range, and flags any deviations.

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Regional Factor Adjustments

The assistant applies regional adjustment factors when comparing rates across different geographic areas. A rate in Central London is contextualised differently from one in the North West, reflecting real market differences.

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Never Fabricates Figures

Rate Goblin's AI assistant is grounded exclusively in your data. It will never hallucinate or invent numbers. If the data is insufficient to answer a question, it tells you clearly rather than guessing.

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Transparent Reasoning

Every answer includes a clear explanation of how the figure was derived, which data sources were used, and what assumptions (if any) were applied — giving you full confidence in the result.

Governance

Compliance & Audit

Built for RICS and CIOB standards. Every AI action is transparent, traceable, and auditable from day one.

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RICS AI Transparency Badges

Every AI-generated output is clearly labelled with a transparency badge indicating it was produced by artificial intelligence. This aligns with RICS guidance on AI transparency in professional practice.

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CIOB Audit Trail Principles

The platform maintains a complete, immutable audit trail following CIOB best-practice principles. Every data point can be traced back to its source document, extraction timestamp, and any subsequent modifications.

QS Sign-Off Workflows

Critical data transitions — from extraction to classification to cost plan activation — require formal sign-off by a qualified quantity surveyor. No AI output goes live without human professional oversight.

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Full Edit History

Every change to every data point is permanently recorded: who made the edit, when it was made, the original value, and the new value. This complete edit history supports regulatory compliance and dispute resolution.

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AI Disclosure Appendix

Generate a formal AI Disclosure Appendix for inclusion in client reports and tender documentation. This appendix details which AI processes were used, confidence levels achieved, and human oversight applied.

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Data Integrity Assurance

All data is checksummed and version-controlled. The platform can verify at any point that extracted data has not been tampered with, providing the highest level of data integrity assurance.

Collaboration

Organisation Management

Set up your team workspace with role-based access, email invitations, and seat management designed for QS practices of any size.

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Team Workspaces

Create a dedicated workspace for your organisation where all projects, quotes, cost plans, and rate libraries are shared across your team. Keep everything in one place with consistent, organisation-wide data.

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Role-Based Access Control

Assign granular roles to team members: Owner has full control, Admin manages settings and users, Member can create and edit data, and Viewer has read-only access. Each role is designed for real QS team structures.

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Invite by Email

Add team members by email address. They receive an invitation link, create their account, and are immediately connected to your organisation workspace with their assigned role and permissions.

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Seat Management

View and manage your active seats from the organisation settings. Add or remove team members as your team changes, and see your current usage against your plan's seat allocation at a glance.

Integration

Data Export

Get your data out in the formats you need. Excel reports, CSV rate libraries, cloud storage integration, and full GDPR data portability.

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Excel Export

Export quotes, cost plans, and comparison reports to fully formatted Excel workbooks. Outputs include proper headers, NRM element grouping, and conditional formatting — ready to share with clients or embed in reports.

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CSV Rate Library

Download your entire rate library as a CSV file, including historical rates, benchmark statistics, and NRM classifications. Use this data in external estimating software, databases, or analytical tools.

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Dropbox Integration

Connect your Dropbox account to automatically sync exported reports and documents. Set up a dedicated folder structure that mirrors your project organisation for seamless file management.

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GDPR Data Export

Request a complete export of all your personal and organisational data at any time, in compliance with GDPR data portability requirements. Your data belongs to you, and you can take it with you.

Ready to Transform Your Procurement Workflow?

Join professional QS teams across the UK who are saving hours on every tender with Rates Goblin.