Resources
Guides to how Brexoo works, what its AI does, how records are labelled, and the policies behind it.
Start here
Know your records
A real project seen in a source you're permitted to use, such as a planning register or tender feed. It shows the source, the date it was observed and what you may do with the contact details.
Someone contacted you through your page, chat or by phone. This is the only kind of record that represents a confirmed request for your services.
A business that might buy from you, like a developer or property manager. It isn't a project and isn't asking for anything yet.
A prediction drawn from evidence, such as repeat visits or a near start date. Brexoo always labels it as inferred and shows the evidence. It's never presented as a confirmed request.
Guides
Guide 01
Set your response-time target in Settings. Every new enquiry creates a follow-up task due inside that window, assigned to the right person, and overdue tasks rise to the top of your dashboard. Brex AI can draft the first reply from the record so the only job left is to check it and send it.
Guide 02
Start from your industry template and keep the list short. Ask what changes your quote: scope, location, timing, access, and budget range. Always allow “Not sure”. Customers see a few questions at a time, and only the ones for the service they picked.
Guide 03
Add the suburbs, postcodes or ZIP codes you actually travel to. Fit scores mark anything outside them as a mismatch instead of hiding it, so you can still choose to take the job. You can change the area at any time; existing records keep the score they had when they arrived.
Guide 04
Brex AI reads only your own records and never sends anything. Treat each draft as a starting point: check names, dates and prices, remove anything you can't promise, and send it from your own email. If a customer has opted out, Brexoo blocks the draft.
Guide 05
Register each source first, with its terms and whether you may contact the people in it. Brexoo records the observed date and permitted use with every row, and records marked “not permitted” can be saved for research but not contacted.