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Case study · Hazard consultancy

Clearance reports read by vision, billed through simPRO

Asbestos clearance reports are long PDFs full of certificate numbers, sample counts and lab references. Someone had to read each one and key the billing quantities into simPRO. Now a pipeline reads every page, extracts the quantities with a confidence score, matches the job and writes the note, in minutes.

Per clearance reportHours to minutes
Of the first live batch had a billing error caught13%
Report issued to simPRO quantitiesSame day
DeliveryFixed price, free discovery

Background

The situation

The consultancy issues clearance reports after asbestos removal: twenty or more pages of certificates, sample counts, lab references and background-air monitoring days. Billing depended on a person reading each report and keying the quantities into the matching simPRO job in a set note format.

In every one of the 22 reports we tested, the certificate numbers were not in the PDF text layer at all. They only existed as images, which is why a text-scraping prototype kept misreading them.

Our approach

AP·01

Rebuild, not migrate

The client's own text-scraping prototype was treated as guidance only. The agreed approach renders every page and reads it with vision, per the statement of work.

AP·02

Prove it on real reports

22 live reports run end to end before anything touched simPRO: 22 of 22 extracted, 20 of 22 matched to the right job, the two misses correctly excluded.

AP·03

Match, never guess

Reports are matched by the job number printed in the project details. Doubtful fields are flagged NEEDS REVIEW; a wrong job number means the report is held, not posted.

AP·04

Live trial, then rulings

First live batch on 4 August 2026, then the client's and the office manager's rulings on note format and edge cases were built in the same week.

Challenges and solutions

What was slow, and what changed

Challenge 01Finding the quantities
Before

Certificate numbers, sample counts and lab references sat in images across twenty-plus pages, with a second set of leak-test certificates in some reports.

  • Hours per report to read and key
  • Certificate numbers absent from the text layer
  • Leak-test certificates easy to miss entirely
What we built
  • Every page rendered and read by vision
  • Per-field confidence scores, flags on anything doubtful
  • Both certificate sets found, including the leak-test programme
Result
  • Minutes per report
  • 28 samples found on a report where the prototype saw 8
  • Consistent note format every time
Challenge 02Getting the billing right
Before

A person skimming a long report misses things, in both directions.

  • A count misread as 5 that was really 0 (over-billing)
  • A lab result only visible in an image (under-billing)
  • Duplicated monitoring days across two reports on one job (double-billing risk)
What we built
  • Quantities cross-checked against the lab tables and the sampling programme
  • Duplicates across reports on the same job flagged
  • Billing queries written into the simPRO note as BILLING QUERY
Result
  • Three invoice errors caught in the first batch
  • Revenue that was leaking is now billed
  • The office decides, with the evidence in front of them

Measurable results

The numbers

Time per report
Hours to min
reading and keying replaced by vision extraction
Billing errors caught
13%
3 of 23 reports in the first live batch, over-, under- and double-billing
People billing depends on
1 to 0
no single point of failure
Report to invoice
Same day
quantities in simPRO the day the report is issued
Before automation
Hours per report
  • One person reading twenty pages
  • Quantities keyed by hand
  • Leak-test certificates easy to miss
  • Billing waited for that person
After automation
Minutes per report
  • Read by vision, matched by job number
  • Confidence per field, flags on doubt
  • Note in the office's exact format
  • Runs the same way every time

Implementation timeline

Jul 2026

Build and 22-report proof run

31 Jul

Extraction and matching proven

4 Aug

First live batch, 16 reports posted

5 Aug

Client rulings built in, live since

What changed day to day

Business benefits

If your billing depends on someone reading long documents, this is the fix: read by vision, matched to the job, flagged when unsure.

Book a free 30-minute call

BB·01

Hours down to minutes

Billing quantities land in simPRO the day the report is issued, without anyone reading the PDF to find them.

BB·02

Less revenue leaking

Items a person skimmed past are picked up and billed. Three errors caught in the first batch alone.

BB·03

No single point of failure

Billing no longer waits for the one person who knew how to read the reports.

BB·04

Better compliance

Certificate numbers, sample counts and lab references captured in a consistent format with the source recorded, so the billing trail stands up to a client or auditor query.

BB·05

Office keeps control

Uncertain fields are flagged, wrong job numbers are held, billing queries ride along in the note.

BB·06

Better client experience

Invoices go out sooner and match the report, so fewer queries come back.

“Skene is very efficient, a great communicator and came across as very knowledgeable and competent. We were very happy with the outcome of our first project and will use him again.”

Cameron, director, Google review, September 2026

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