Dayfile for surveyors, project managers & cost consultants
Stay on top of what’s happening across every commission and find what was agreed when you need it. Dayfile brings together your project correspondence automatically, so important information isn’t buried across inboxes, meetings and conversations.
QS practices · Project managers · Employer’s agents · Building surveyors · Contract administrators
Sound familiar?
The valuation was right — but the build-up is buried in an email chain. The instruction was issued — but the conversation happened on a call, on site or in a WhatsApp group. The client wants to know why the account moved. The information is there — finding it is the challenge.
Your Dayfile
Dayfile automatically organises your firm’s correspondence by commission, company and topic — so everyone knows where to look. And with summaries that update automatically, you can see what’s happened without reading through it all.
Emails, attachments, Teams conversations and WhatsApp messages are automatically organised into the right commission and topic — from valuations and instructions to variations, programme, reports and fees.
See your correspondence with any client, contractor or consultant in one place — across every commission you’ve worked on together.
Important decisions happen everywhere. Dayfile brings your emails, Teams conversations, meeting transcripts and WhatsApp messages together, so nothing gets lost because it happened somewhere else.
What you get
See the build-up, correspondence and instructions behind each valuation or certificate when you need them.
See what was issued, when it was issued and whether the client approved it — with the original conversation there when you need it.
When someone moves on, their project correspondence doesn’t disappear with them. The next person can see what happened and pick up where they left off.
See additional services, scope changes and the conversations behind them as they happen.
If a client or contractor questions what happened, see the original correspondence, who said what and when.
If an audit, PI issue or dispute arises, the correspondence is already organised and linked back to the original source.
Stay on top of every commission
Dayfile keeps track of what’s happening across your project correspondence and brings the things that need attention to you automatically — including in a weekly or monthly report built around what matters to you.
Application 09 received Monday. No build-up for the excavation line found in the record.
Raised in the site group Thursday. No instruction or approval found.
Certificate issued 14 Jun. Three chasers. No release found.
Sent by the team last week. Still waiting — and who they’re with.
Based on your own information
Dayfile doesn’t just organise your information. It helps you understand it, ask questions and stay on top of what matters.
“Valuations, Northgate — last 30 days: Applications 08 and 09 received; 09 is £42k above assessment; certificate 08 issued on time.”
See what’s happened without reading every message. Every folder has a plain-English summary of the last 7 and 30 days, updated automatically as new information comes in.
“Did the client ever approve the rate for the additional excavation?”
Ask a question. Get an answer from your own information. Ask about a folder, commission, company or across the whole firm. Every answer links back to the original source, so you can see exactly where it came from.
Monday 06:00 · Applications received, unapproved instructions, gone quiet, loose ends.
The right information, delivered automatically. Choose a weekly or monthly report built around a role, commission or area of the firm, and send it automatically to as many people as you choose.
“Show me everything on the excavation rate.”
See exactly what happened, in the order it happened. Dayfile brings together emails, Teams messages, meetings and WhatsApp conversations into a clear timeline — even going back years or involving people who have since left the business.
Dayfile can’t send, edit or delete anything in Microsoft 365, and you can disconnect it at any time. Personal, HR and irrelevant conversations stay out, while sensitive information is only visible to the people who should see it. Your data is securely stored in the UK and is never used to train AI models.
Cyber Essentials
UK GDPR
UK hosted
MicrosoftSee it on your own projects
Give us 30 minutes and we’ll show you Dayfile working on real project correspondence — so you can see exactly what it organises, what it finds and how you could use it.
Book a 30-minute demoOr start a 30-day free trial — unlimited users, nothing to install, disconnect any time.