One platform and one vocabulary for a surveying group

01The challenge

Earl Kendrick's surveyors cover condition reports and CapEx plans, fire safety, licences to alter, reinstatement cost assessments and contract administration. Each line of work had grown its own Word templates, spreadsheets and third-party tools, some of which EK did not own, and every new job was keyed by hand from Pipedrive into YourEKA, its Deltek system. Even the language split: surveyors used 'property' for a flat, a building or a whole site, which caused confusion in technical reports and expert witness work.

02What we did

1. 01November 2025 — the first AI agent went live, turning won deals in Pipedrive into jobs in YourEKA
2. 02From November 2025 — Planned Maintenance Programmes, the module that links condition reports to CapEx plans
3. 03March 2026 — workshops with EK fixed a shared vocabulary of development, building, block, apartment and job, and retired 'property', 'flat' and 'unit'
4. 042026 — fire compartmentation and fire door apps added, each pairing a mobile app on site with reporting on the web
5. 05October 2026 — navigation organised around EK's five new service lines

03What we built

Everything hangs off one physical asset hierarchy. A development holds buildings, a building holds blocks, and a block holds apartments, commercial units and common areas; houses, estate grounds and shared facilities sit at development level. Every job links to a development, so a CapEx plan, a compartmentation survey and a fire door survey for the same block sit together.

Sub-applications are grouped under EK's service lines: Surveys & Inspection; Safety & Compliance; Projects & Major Works; Engineering & Design; and Cost & Asset Planning.

• Sub-applications for each EK service line
• Mobile apps for on-site capture
• One development, building and block hierarchy
• Agreed glossary used in screens and reports
• AI agents linking Pipedrive and YourEKA
• Code and IP owned by Earl Kendrick

04The result

EK now adds capability to a platform it owns instead of to a collection of tools. Each new module starts from the same developments, buildings, jobs and vocabulary, so what a surveyor records for one service is already there for the next. Modules for bookings, enquiry triage, site visit reports and claims handling have been scoped on the same base.