UOVO · ESSI PHASE 2 · MVP

From request to estimate.
In minutes, not hours.

NS

NetSuiteClient request

E2

ESSI AIReads · prices · explains

👤

Human approvalNothing ships unreviewed

NS

NetSuiteEstimate created

📥

The job

18 works — Manhattan townhouse → Miami
Inventory arrives as a client PDF + photos
400-lb marble · no freight elevator
Client is flexible on timing

⚙

What to watch for

No re-typing — PDF, Word & photos read directly
Sizes guesstimated from photos
Crates & orientation from UOVO’s rules
Transport priced by the zip-code calculator
Fuel surcharge auto-proposed for approval
Every number explains itself

✓

Governance

Human approval before anything reaches NetSuite
Overrides logged as signals, never new rules
Full audit trail end to end

All names, rates and amounts are fictitious mock data for demonstration only. The NetSuite screens are a simplified replica for flow illustration.

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Opportunities › OPP-20871 — Meridian Fine Art

Opportunity OPP-20871

PENDING ESTIMATE

Customer

Meridian Fine Art

Date received

Aug 12, 2026

Sales rep

A. Whitman (Accounts)

Service type

Local collection + National shuttle

Client request (email logged by Accounts)

"Hi — we need 18 works collected from our client's townhouse on the Upper East Side and delivered to our Miami space. List attached, plus a few photos of the larger pieces — one is a big triptych, not sure of the exact size. One marble piece is quite heavy — the building has no freight elevator. Timing is flexible within the next few weeks. Could we get an estimate?"

PDF Meridian_Inventory_List.pdf · 15 items DOC Shipping_Notes.docx · 1 page IMG IMG_4471 · IMG_4472 · IMG_4478 · 3 photos of larger pieces · click to viewNEW ⓘ

E2

ESSI integration
Send this opportunity — request text, the PDF list, the Word notes and the photos — straight into the ESSI estimate workspace. No copy-paste, no re-typing.

⏱ TODAY

~~Estimator re-reads the email, re-types the PDF into Excel (30–60 min)~~

✦ WITH ESSI PHASE 2

One click carries the request and the attachment into the workspace, context intact.

E2ESSI· Estimate Workspace · Draft EST-DRAFT-2041 JR J. Reyes — Estimator

E2

Imported from NetSuite — Opportunity OPP-20871 · Meridian Fine Art

NetSuite · client request

"…18 works collected from our client's townhouse on the Upper East Side and delivered to our Miami space… one marble piece, quite heavy — no freight elevator. Timing is flexible…"

PDF Meridian_Inventory_List.pdf DOC Shipping_Notes.docx IMG 3 photos · view

E2

I've read the request. Here's what I understood:

Job type: Local collection → National shuttle (NY → FL) 18 works — 15 from the list, 3 from photos Origin: Manhattan townhouse Destination: Miami Client flexible on timing ⚑ Heavy marble · no freight elevator 📷 Sizes to be estimated from photos

One question before I price this: should the marble sculpture be crated for the shuttle leg?

Job context

SourceNetSuite OPP-20871

ClientMeridian Fine Art

RouteNY → FL shuttle

Attachment1 PDF (18 items)

Signals detected

flexible timing → discount eligible
photos → size guesstimate → crate rules
rigging risk → complexity check
no data re-typed

Why this matters

ESSI asks one targeted question instead of guessing — and never invents what it can't infer.

⏱ TODAY

~~Job details pasted into a chat window by hand; special conditions live in the estimator's memory~~

✦ WITH ESSI PHASE 2

Context flows in from NetSuite; risk & discount signals are detected up front and carried through pricing.

E2ESSI· Inventory Review · Meridian_Inventory_List.pdf JR J. Reyes — Estimator

Extracted inventory — 18 items 13 high confidence 📷 3 size estimates from photosNEW ⓘ 2 need a look 👤 estimator confirms flagged & photo data

#	Artist	Title	Medium	Dimensions	Weight	Declared value	Conf.
1	E. Calloway	Harbor Study II	Oil on canvas, framed	30 × 40 in	18 lb	$85,000	98%
2	M. Osei	Untitled (Blue Field)	Acrylic, unframed	48 × 60 in	12 lb	$120,000	97%
3	R. Vidal	Meridian Lines	Works on paper, glazed	22 × 30 in	9 lb	$34,000	99%
7	K. Tanaka	Fold Series #4	Mixed media panel	76 × 102 61% Unit missing in source. Suggest: 76 × 102 cm (matches artist's catalog raisonné pattern)	22 lb	$61,000	review
9	A. Brandt	Caryatid	Marble sculpture	36 × 24 × 30 in	— 55% Weight not stated. Suggest: ≈ 400 lb (marble, est. from dimensions)	$240,000	review
12	S. Ferro	Night Interval	Oil on linen, framed	50 × 72 in	26 lb	$150,000	96%
14	L. Moreau	Tidewater (triptych)	Oil on panel, 3 parts	est. ~108 × 48 in size est. reference: doorway (≈80 in) in IMG_4471	est. 95 lb	not stated	72%
16	P. Adeyemi	Standing Form	Bronze on plinth	est. ~72 × 20 × 20 in size est. reference: standard floor tile in IMG_4472	est. 160 lb	not stated	78%
18	Unsigned	Large canvas (rolled)	Unstretched canvas	est. ~96 × 60 in size est. reference: person in frame (IMG_4478)	est. 15 lb	not stated	69%
… 9 more rows extracted at ≥95% confidence …

#

Artist

Title

Medium

Dimensions

Weight

Declared value

Conf.

1

E. Calloway

Harbor Study II

Oil on canvas, framed

30 × 40 in

18 lb

$85,000

98%

2

M. Osei

Untitled (Blue Field)

Acrylic, unframed

48 × 60 in

12 lb

$120,000

97%

3

R. Vidal

Meridian Lines

Works on paper, glazed

22 × 30 in

9 lb

$34,000

99%

7

K. Tanaka

Fold Series #4

Mixed media panel

76 × 102 61%

Unit missing in source. Suggest: 76 × 102 cm (matches artist's catalog raisonné pattern)

22 lb

$61,000

review

9

A. Brandt

Caryatid

Marble sculpture

36 × 24 × 30 in

— 55%

Weight not stated. Suggest: ≈ 400 lb (marble, est. from dimensions)

$240,000

review

12

S. Ferro

Night Interval

Oil on linen, framed

50 × 72 in

26 lb

$150,000

96%

14

L. Moreau

Tidewater (triptych)

Oil on panel, 3 parts

est. ~108 × 48 in size est.

reference: doorway (≈80 in) in IMG_4471

est. 95 lb

not stated

72%

16

P. Adeyemi

Standing Form

Bronze on plinth

est. ~72 × 20 × 20 in size est.

reference: standard floor tile in IMG_4472

est. 160 lb

not stated

78%

18

Unsigned

Large canvas (rolled)

Unstretched canvas

est. ~96 × 60 in size est.

reference: person in frame (IMG_4478)

est. 15 lb

not stated

69%

… 9 more rows extracted at ≥95% confidence …

Resolve the 2 flagged cells to continue — ESSI never silently guesses low-confidence data. Photo size estimates are labeled as estimates and can be edited inline.

Extraction summary

Rows found18 / 18

From list / from photos15 / 3

Auto-accepted13 (≥95%)

Flagged for review2

Total declared value$1.28M

Also produced

NetSuite inventory CSV
Templated to UOVO's import spec — replaces the separate reformatting tool.

Sizes from photos

Guesstimates, shown as approximate dimensions with the reference object used — the estimator confirms or corrects them in the grid. Confirmed sizes drive crate selection and shuttle-load pricing on the next screen.

Grid behaves like a spreadsheet

Arrow keys, copy/paste, fill-down — the muscle memory the team already has.

⏱ TODAY

~~Re-key 18 rows into Excel, then reformat again in a separate AI tool for NetSuite~~

✦ WITH ESSI PHASE 2

2 flagged cells to check (~2 minutes). Estimate input and the NetSuite import file from one upload.

E2ESSI· Estimate EST-DRAFT-2041 · Meridian Fine Art JR J. Reyes — Estimator

Total — Recommended

$15,535

Line items

9

Crew

3 handlers

Duration

7–10 days

Crates / frames

3 + 4

▸ Crating & shuttle load from UOVO crating & storage rulesNEW ⓘ rules maintained in the Rates & Guidelines console 3 crates + 4 frames · 3 upright-only · ≈ 14% trailer

Piece	Size source	Suggested crate	Orientation	Rule applied
Caryatid — marble, 36×24×30 in, ≈400 lb	list + confirmed	C-3 heavy-duty crate · 44×32×38 in	upright only floor-loaded	Sculpture > 200 lb → heavy-duty crate, upright
Tidewater triptych — est. ~108×48 in		C-5 oversize slat crate · 116×56×14 in	upright only	Panel > 72 in → oversize slat crate, upright
Standing Form — bronze, est. 72 in		C-2 crate · 80×28×28 in	upright only	Sculpture on plinth → crate, upright
Remaining 15 works	list	Soft-pack + 4 shared travel frames (T-2)	flat OK	Framed / unframed ≤ 60 in → soft-pack, travel frame

Line items — with price breakdown👤 every line editable — overrides logged as signalsqty × rate = amount · rate source

Estimate tiers — pick what Accounts presents

Summary

Line items9

Crew3 handlers (2 + rigging)

Crates / frames3 crates · 4 frames

Duration7–10 days (NY–FL lane)

Total (Recommended)$15,535

Internal margin 🔒 role-gated

Never included in client output or the NetSuite push.

Every number explains itself

Click any ⓘ chip on a line to see the rate, formula, or guideline behind it — and the similar past jobs it was checked against.

⏱ TODAY

~~Estimator eyeballs sizes, looks up crate rules from memory, runs the zip calculator by hand, and must recall that the shuttle discount exists~~

✦ WITH ESSI PHASE 2

Sizes guesstimated from photos, crates sized by UOVO's own rules, transport priced by the zip-code calculator, the shuttle discount applied with its source cited — and a defensible Low/Med/High range in one pass.

SC

Approval required — EST-DRAFT-2041 👤 HUMAN GATE
Assigned to S. Carter, Senior Estimator · nothing reaches NetSuite without sign-off

AWAITING APPROVAL

Client

Meridian Fine Art

Tier selected

Recommended — $15,535

Crew / duration

3 handlers · 7–10 days

What ESSI decided — and why (reviewer sees the same citations):

Sizes for 3 pieces estimated from photos (labeled as estimates) — confirmed by estimator in the inventory grid
Crates sized by UOVO crating rules — marble → C-3 heavy-duty, upright; triptych → C-5 oversize slat, upright; bronze → C-2
Local transport — zip 10028 → Zone 2, 3 handlers, via UOVO’s imported transport calculator
NY–FL consolidated shuttle rate applied — source: shuttle rate guideline, flexible-timing tier; load ≈ 14% of trailer
Rigging +1 crew +2h — trigger: 400-lb marble, no freight elevator · similar job E-24117 (final invoice −3% vs estimate)
Fuel surcharge 7.5% — approved value; a 7.8% update from the public diesel index is awaiting rate-owner approval
Registration & coordination fee — flat 5% policy (unchanged, per working group)

Consistency checkNEW ⓘ — 3 comparable NY→FL jobs priced by 2 other estimators in the last 90 days: this estimate is within 4% of their median. Same engine, same rates, same rules — no estimator-to-estimator drift.

Reviewer note (captured in the audit trail):

Audit trail

14:21 — Draft created by J. Reyes from NetSuite OPP-20871 (no manual re-entry)

14:24 — Inventory confirmed: 18 items, 2 flagged cells resolved by user

14:29 — Tier "Recommended" selected; no line overrides

14:30 — Consistency check passed (within 4% of comparable jobs). Any override would be logged as a signal and routed to the monthly calibration review — never applied as a new rule.

Governance

Human-in-the-loop by design: AI drafts, people approve. Every decision, override, and approval is auditable.

Governed learning

Overrides are captured as signals, never new rules — calibrated against invoice actuals and reviewed by the working group before anything changes tool behavior. ESSI learns the agreed standard, not one person's habit.

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Transactions › Estimates › EST-10432

Estimate EST-10432

CREATED VIA ESSI · APPROVED

Customer

Meridian Fine Art

Total

$15,535.00

Created by

ESSI integration (OAuth) · approved S. Carter

Linked records

OPP-20871 · ESSI EST-2041

Line items — pushed automatically, no re-entry

Item	Description	Qty	Amount
PACK-STD	Packing & materials — 18 works (soft-pack)	18	$1,860.00
CRATE-CUS	Custom crate — marble sculpture (C-3 heavy-duty)	1	$1,450.00
CRATE-OS	Oversize slat crate — triptych (size estimated from photo, C-5)	1	$980.00
LOC-COLL	Local collection — UES townhouse → UOVO NY (3 crew × 4 h)	1	$2,340.00
RIG-HOIST	Rigging & hoist — no freight elevator (+1 crew, +2 h)	1	$1,120.00
SHUT-NYFL	National shuttle NY → FL — 3 crates + 4 frames, consolidated (flexible timing)	1	$4,980.00
DEL-INST	Delivery & placement — Miami (2 crew × 3 h)	1	$1,410.00
FUEL-SUR	Fuel surcharge — 7.5% of transport lines	1	$655.00
REG-COORD	Registration & coordination — 5%	1	$740.00
Total			$15,535.00

Files

CSV Meridian_Inventory_NetSuite_Import.csv · templated for inventory creation

👤 Human checkpoints on this job — AI drafted, people decided at every step

✔ Crating question answered by the estimator (intake) ✔ 2 flagged cells corrected by hand (inventory review) ✔ 3 photo size estimates confirmed (inventory review) ✔ Every line open to override — logged as signals (estimate) ✔ Tier chosen for the client (estimate) ✔ Approved by S. Carter before the NetSuite push (approval) ✔ Quote emailed only by Accounts — button above (this screen) ✔ Overrides go to the monthly calibration review, never straight into rules

↺

The loop stays open
When the final invoice is issued on this job, ESSI pulls it back through this same link and scores estimate-vs-invoice variance per line — feeding next month's accuracy report and the similar-jobs knowledge base.

Result

Request → approved estimate in NetSuite in ~11 minutes of user time — vs. hours across two tools today.

Consistency

Same job, same estimate — no matter which estimator runs it. One engine, one rates source, cited guidelines, audit trail end to end.

Self-improving

Overrides + invoice variance compound into better team sizing and truer estimates every week.

ESSI2 BENEFITS

What UOVO gets with ESSI Phase 2

AI drafts · people decide · every number explains itself

Request → approved estimate

~11 min

Intake effort saved

~95%

NetSuite re-entry

Zero

Accuracy target

≤ 10% var.

Area	Today (without ESSI)	With ESSI Phase 2	Impact
Intake & inventory	Re-key client PDFs into Excel; a separate AI tool to reformat for NetSuite	Drag & drop PDF / Word / photos; 2 flagged cells to confirm; NetSuite import file auto-generated	~95% less intake effort
Sizes & crating	Sizes eyeballed; crate rules recalled from memory	Photo size guesstimates with confidence; crate type, dimensions & orientation from UOVO’s own rules	Fewer surprises at the dock
Shuttle & margins	“Jenga” at load time; discounts depend on memory	Trailer-load % and upright-only constraints shown; consolidated rates applied proactively, source cited	Margins protected, quotes competitive
Rates & fuel	Developer ticket per change; manual index lookup every two weeks	Self-service rates console; surcharge auto-proposed from the public index — rate owner approves	Minutes not days; no change fees
NetSuite	Manual re-entry, line by line	One-click push (retry-safe); invoice pulled back on the same link	Zero re-entry errors
Consistency	Two estimators, two answers	One engine, one rates source; consistency check at approval; calibration reviews	Uniform estimates, faster onboarding
Governance	Thin audit trail	Human gates at every step; overrides logged as signals, never new rules	Trust, control, compliance
Learning	Static tool	Invoice-vs-estimate variance loop; monthly drift report	Accuracy compounds weekly

From request to estimate.
In minutes, not hours.

Opportunity OPP-20871

Client request (email logged by Accounts)

Estimate EST-10432

Line items — pushed automatically, no re-entry

Files

What UOVO gets with ESSI Phase 2

Estimates in minutes.
Not hours.

Sign in

Approved & pushed to NetSuite

From request to estimate.In minutes, not hours.

Opportunity OPP-20871

Client request (email logged by Accounts)

Estimate EST-10432

Line items — pushed automatically, no re-entry

Files

What UOVO gets with ESSI Phase 2

Estimates in minutes.Not hours.

Sign in

Approved & pushed to NetSuite

From request to estimate.
In minutes, not hours.

Estimates in minutes.
Not hours.