Flowerday Homes
Flowerday Homes is a building and development company based in Mount Maunganui in the Bay of Plenty. It uses Numa across project management, estimating, finance, operations, and lead generation.
By building agents around the way the business works, Flowerday has improved visibility across its projects, reduced repetitive administration, and created more time for its team to focus on clients.
~4.2 hours
saved per active user per month
~1.9x
the fleet average
The Problem
Flowerday wanted to harness the power of AI to grow their business and provide the best possible support to their clients
Flowerday used to find out whether a project was profitable months after it had finished. By then, it could be too late to make changes.
Quoting was slow and manual, and assembling the shareholder and board reporting pack took the better part of a day.
The business also had repetitive work across finance and operations. Information was being entered into more than one system creating unnecessary duplicates. The finance team was spending time preparing spreadsheets, formatting information, and searching for files, which was taking away from analysis and decision-making.
Key objectives
Make information available sooner and reduce repetitive work
Flowerday Homes wanted to:
See how projects were tracking financially while they were still underway
Make it easier to adjust a project using current information
Speed up estimating and quoting
Reduce the time needed to prepare shareholder and board reports
Avoid entering the same information into multiple systems
Automate more of its month-end work
Make company knowledge and information easier for staff to use
Find potential customers who may be considering a build or development
Solution
A suite of Numa agents built around the way Flowerday works
Flowerday built Numa agents to support project tracking, estimating, finance, and lead generation, with the company’s knowledge, values, and ways of working informing the outputs.
Company knowledge and work process
Flowerday wanted Numa to become an integral part of how they operate, informed by the company’s institutional knowledge and values. The team gave Numa guidance to simplify information and produce work that is aligned with their brand styles and voice.
"This helped address my concerns about using AI with our confidential business data. Numa feels like an internal AI capability for the business." Rik Flowerday, Director
Connected finance processes
Flowerday enters information into its building system once, then a Numa agent extracts it and populates it in Xero. The finance team also uses Numa for invoice processing, month-end, and reconciling information between the operations and accounting systems. Month-end is now almost all automatic.
Result: Saves the team about a day and a half of work each week.
Live back-costing
Flowerday connected Numa with Xero and its building system to track job spending against budget during construction.
Project managers can see how jobs are tracking financially and make decisions using current information, rather than waiting until months after a project is complete.
Result: Project managers can make better-informed decisions using current information, rather than relying on figures that may be up to 12 months old.
"I think of it like a car dashboard: it's a way to see how things are going while there is still time to respond." Rik Flowerday, Director
Price estimating and automated quoting
An estimating agent scans plans and specifications to estimate the price of a house. It was trained on more than 50 of Flowerday’s past quotes to reflect how the business prices its work.
When a subcontractor’s quote is needed, the agent sends them the relevant plans and specifications. When the quote comes back, it populates the schedule of quantities. If it has not arrived within two weeks, the agent sends a reminder and follows up every 48 hours until it comes back.
Result: Quotes are now within approximately 1% of the estimator’s pricing.
Property Scanner
Flowerday can enter an address in the Western Bay or TCC area to assess whether a property may be suitable for subdivision or an additional dwelling.
Numa generates a branded feasibility report that is comparable to the kind of report a property owner would expect from a town planner. Flowerday sends the reports to potential customers as a way to introduce its services and create future opportunities.
Result: The Property Scanner has generated more than 500 qualified local leads.
Branded outputs that are ready to use
Flowerday’s colours and logos are held in the knowledge base. Numa can use that information to present outputs in line with the company’s branding.
All the necessary information is at their fingertips, giving staff more time to look at the trends and decide what to do next rather than preparing and formatting spreadsheets or searching the server.
Automated invoice processing
One of Flowerday’s main finance challenges was entering invoices twice between its operations system and accounting system. Within the first week of having Numa up and running, the team built an agent that removed that duplicate entries and saved invoice processing time.
Access across roles
Numa is being used by the accounts team and site managers, making it easier for people in different roles to use the technology in their day-to-day work.
Results
Faster decisions, less administration, and clearer visibility
Numa has helped Flowerday Homes improve how it manages projects, finance, and business development.
More current project information
Project managers can track leading indicators, including critical dollars, to help assess where the business may be in six to 12 months. The decisions remain with the people running the business; the information helps them make the call.
Time back from repetitive processes
Automating the transfer of information into Xero saves about a day and a half each week. Invoices no longer need to be entered twice between the operations and accounting systems. The shareholder presentation that previously took almost the full day now takes about an hour to assemble.
The team can spend more time diving into the numbers, looking for trends, and working out the next step, rather than preparing spreadsheets and searching for information.
More accurate quoting
The automated quoting process produces pricing within approximately 1% of the estimator’s pricing.
More qualified leads
The Property Scanner has generated more than 500 qualified local leads.
More capacity for clients
The time created for staff can be used to provide clients with a better experience throughout the build. Some of the work Numa produces might otherwise take a staff member about a week.
What's next?
Flowerday is looking at further ways to build Numa into its workflows, including: making the Property Scanner available on the Flowerday website, creating, scheduling and posting social media content, and bringing more day-to-day work together in one place
Flowerday is working towards a future where Numa could become a central home screen for staff, integrated into their workflows.
Start working smarter, not harder
Could Numa help you reduce duplicate work, automate processes, and increase productivity like it has for Flowerday Homes? Book a demo to get started today!
“Numa has been a game changer for us.” Rik Flowerday, Director
For Flowerday Homes, Numa is not limited to one isolated use case. The team has built agents across project profitability, quoting, finance, operations, and lead generation. That means Flowerday can make decisions with more current information, reduce repetitive work, and spend more time looking at what the numbers are showing and what to do next.
Read more Numa customer stories
NZ School Boards Association
The New Zealand School Boards Association supports and represents school boards across all state and state-integrated schools and kura.
Momentum
Momentum consultants are a leading recruitment agency focussed on strategic talent placement, matching exceptional candidates with ideal positions
