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DAVISA AI STUDIO · USE CASE

AI assistant for the construction site manager

For site managers, technical directors and group managers of builders and developers needing live information on site without going back to the computer. Conversational assistant from the dvproject mobile app with immediate responses on budget, materials, subcontractors, progress certifications and contractual documentation, pulling from Business Central in real time.

The pain we solve

The site manager spends the day on site, not in the office. And precisely for that reason they live disconnected from much of the information that already exists about their own site in Business Central. The paradox is stark: the ERP has a live budget, up-to-date progress certifications, consumed work items, contracted subcontractors with their insurance policies and TC1s, signed contracts with their clauses, change orders pending approval. It is all there. But accessing it from the site is slow and clunky, and for trivial questions it ends up being faster to call the technical office than to open the ERP.

The questions the site manager resolves every day are operational and seemingly minor: how much material do I have left on the concrete work item? Is the electrician arriving tomorrow compliant with their TC1? What does the contract say about debris removal responsibility? When does the civil liability insurance of the roofing subcontractor expire? Which sites in the group have unsigned change orders older than 30 days? The answer to each of these exists in BC or SharePoint, but retrieving it breaks the site workflow.

The aggregate cost is invisible but heavy. Every interruption (call to office, email wait, manual SharePoint search) takes the manager's attention away from what they should be doing: coordinating trades, supervising quality, deciding on incidents. An average builder with five site managers active at once loses, on a reasonable hypothesis, two to four manager-hours a day to information access friction. That is several thousand manager hours a year spent searching for data that was already stored.

But the real cost goes beyond time. When the answer does not arrive fast, the manager decides with incomplete information or improvises. Materials ordered in excess just in case. Subcontractors entering to work without anyone actually verifying their TC1. Change orders executed unsigned, causing problems at certification. Contract clauses the manager does not remember ending up in dispute with the customer. The quality of on-site decision falls, and it shows in the project final result.

What the AI does here

The core of the case is a conversational assistant embedded in the dvproject mobile app. The site manager opens the app, taps the assistant icon and asks in natural language, by voice or text. The question reaches the Azure OpenAI Service pipeline through Copilot Studio, which routes the query to the relevant data sources: Business Central via REST API for the live figures, RAG over the site documentation (specs, contracts, measurements, progress certifications) for clause questions, and the app local database for queries that can be resolved from cache.

The assistant has site context. It knows which site the user is on (by geolocation or active selection in the app), knows which subcontractors that site has under contract, its budget chapter, its responsible technical director and its current phase. When the manager asks "how much material do I have left on item X", the assistant understands they mean the active site, looks up the item in the live budget for that site in BC, calculates the balance based on registered production entries and delivery notes, and answers in natural language with the figure, the unit of measure and an estimated end based on recent consumption.

For documentary questions (what does the contract say about X? what does the technical specification require on Y?), the assistant uses Retrieval Augmented Generation over the site documentary repository. The documentation is indexed with embeddings and vectorised for semantic search. The assistant locates the relevant excerpt, quotes the clause verbatim, indicates the page or section of the original document and proposes an interpretation. The interpretation is guidance: the legal decision still belongs to the technical director or the builder's legal department.

The entire infrastructure runs inside the company's Azure tenant. Contractual documentation, which is sensitive in construction, does not leave to public models. Embeddings are generated and stored on-tenant. Assistant responses are logged with complete traceability: which site, which user asked what, which document the assistant consulted, what it answered. Useful both for internal audit and for resolving subsequent discrepancies with the customer.

The default operating mode is read-only. The assistant answers and proposes drafts but does not write to BC without an explicit action by the manager in the standard forms. This is a design decision: on site, where the consequences of a mistake can be material, we prefer a reliable assistant with human confirmation over an autonomous assistant with risk.

Before and after

Typical manager action Before (no assistant) After (with AI assistant)
Work item query The manager calls the office or waits to be back at the computer. Answer arrives hours late, if at all. Asks the app by voice from the site. Answer in seconds with live BC data.
Remaining material No visibility on site. New material is ordered just in case. Ends up surplus or short. Work item balance in natural language, with estimated end based on consumption.
Subcontractor compliance Manual search of TC1 (the Spanish Social Security worker payment form), insurance and certificate by the technical office when needed. Assistant checks the validity of legal documentation for each subcontractor in seconds.
Pending change orders Weekly meeting to review change orders. Some stay hanging. Live list of pending unsigned change orders with age and amount on site.
Specification or contract query Search in SharePoint or PDF. Time lost locating the right section. Natural language question about a contract clause. RAG locates and quotes the excerpt.
Daily site log Handwritten in the afternoon, with omissions of minor day incidents. The assistant suggests a draft based on the day movements (intake, logs, photos).
Report to technical director Call or WhatsApp with approximate data depending on the manager memory. Automatic site status report with live figures for the technical director.

How we deliver

1

Discovery

5 days

Field work with one or two representative site managers. Mapping of recurring questions, identification of data sources in BC and SharePoint, assessment of documentary repository quality, selection of pilot sites and definition of target KPI (time saved per manager per day).

Deliverable: intent and source map, target KPI and pilot sites.

2

Pilot

8 weeks · fixed scope

Assistant construction on Copilot Studio, integration with the dvproject mobile app, documentary indexing of pilot sites, intent and response fine-tuning with real manager feedback on site, progressive rollout to more sites.

Deliverable: live assistant, two to four active sites, measured savings.

3

Scale-up

ongoing

Rollout to the rest of the active sites portfolio, expansion of supported question types, progressive BIM integration if applicable, integration with the adjacent AP anomalies case and with the executive close summary for the technical director.

Deliverable: full coverage of active sites, monthly KPI.

Tech stack

When this case is NOT a fit

Some scenarios make the case lose meaning or render it unviable. We say it directly.

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Frequently asked questions

Does it work offline on site when there is no coverage?

It runs in offline degraded mode. The dvproject mobile app keeps a local cache of the most consulted data of the active site (budget, work items, assigned subcontractors, current month progress certifications). When there is no coverage, the assistant answers on that cache and warns of what information may be out of date. When connectivity comes back, it syncs and updates. The generative AI conversational assistant, however, requires connectivity: complex natural language questions are queued and processed when reconnected.

What languages does the assistant speak?

Spanish, Catalan, Basque, Galician, Portuguese, English and French with operational quality on site. The understanding is robust even with sector-specific jargon (BC3 cost items — the Spanish standard format for construction budget exchange — chapter classifications, progress certifications per technical specification). On sites with multilingual labour, we configure the response language per user, not per site: each site manager gets answers in their preferred language.

Can the site manager modify data or only query?

By default, query only, and that is the recommended mode. Data modification (daily site log entry, delivery note validation, incident creation) is done through the standard dvproject app forms with their validation workflow and traceability. The AI assistant can pre-fill drafts ("generate a daily log with these tasks") that the manager reviews and signs from the form, but it does not write to BC without an explicit action. Conscious design decision: on site we prefer a reliable assistant to an autonomous one.

What kinds of construction project does the case cover?

Residential building, tertiary building, civil works, refurbishment, property development with own or subcontracted construction. The functional layer comes from dvproject-construccion and dvproject-promocion-construccion for developers, and the wealth management layer from dvproject-patrimonio when there is an investment holding. For builders specialised in a very specific typology (heavy industrial, offshore installations, chemical plants) we assess case by case in the discovery.

Does it integrate with BIM plans?

We have basic integration with Autodesk Construction Cloud and BIM 360 for plan and BIM model element consultation from the assistant. The typical pilot scope focuses on BC + project documentation (technical specifications, contracts, measurements, progress certifications); advanced BIM integration is tackled during scale-up if the customer use case justifies it. We do not promise BIM as the pilot core: we introduce it as an extension if it fits.

Next step

Already a Davisa customer?

We frame the case within your current BC and dvproject-construccion relationship. Your usual advisor coordinates the AI Studio entry.

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We start with the 5-day discovery. Field work with your managers, real question mapping and pilot sizing on specific sites.

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