SOR Match Engine
A New Approach to Public, Private and Social Housing Refurbishment and Construction
Job Review Queue
Review tagged Joblogic quotes, confirm scope, and move them through pricing in one queue.
Customer Quote Intake
Drag in customer PDF or Excel quotes here to load basket lines and seed the editable raw description before we have the full Joblogic flow wired up.
Drop customer PDF or Excel quote here
Supports `.pdf` and `.xlsx` customer quotes for basket import and editable description loading.
No customer PDF or Excel quote imported yet.
Job Review Detail
Select a queued item to review the visit note, run matching, and create the quote or invoice output.
Confirm job
Check the selected job, client, trade, and source before matching.
Review note
Tidy the raw engineer note before you search, approve, or split packages.
Run matching
Search the SOR shortlist, refresh the live job, and review the suggested matches.
Professional Description
Local cleaner ready.
Work Item Analysis
Separates billable work from admin, logistics, and site-note noise before SOR matching.
Suggested Matches
Open only the work item you are reviewing. Manual search stays available without taking over the whole header.
| Rank | SOR Code | Description | Confidence | Reason | |
|---|---|---|---|---|---|
| Enter a description to see top 10 matches. | |||||
Basket
1 Import Manual Quote Drag and drop Excel or PDF quotes, then add extra works and search more SOR codes
Import Manual Quote
Load a subcontractor spreadsheet straight into the basket, stage a PDF quote in the app, and add extra works for more SOR matching on top of the imported lines.
Drop subcontractor quote here
Supports `.xlsx` workbooks for direct basket import and `.pdf` files for manual quote staging/reference.
No quote spreadsheet imported yet.
Add extra works to search
Use this when the imported spreadsheet needs extra descriptions and more SOR codes on top of the imported basket lines.
No extra works search run yet.
2 Commercial Controls Manage lots, discount rules, manual overrides, and package target budgets
No commercial package scope selected yet.
Set a target budget to compare the current package subtotal against it.
AI keys, lot setup, and discount matrix rules are managed from the separate Admin area.
3 Manual SOR Search Top up the basket with extra catalogue lines when needed
4 Manual Line Add a non-catalogue or NSI line at any point
5 Default Basket Lines Saved repeat items like surveys, inspections, supervision, and code-less extras
| Package | Room / Section | SOR Code | Description | Qty | Unit | Rate | Total | |
|---|---|---|---|---|---|---|---|---|
| Approve SOR lines to include them in the invoice. | ||||||||