Smart workflow tools

Tools built for faster field decisions

A premium utility hub for estimators, installers, teams, and clients. Review plans, prepare calculations, and move projects forward without leaving the platform.

Read plan sets faster and identify what matters first.

Use AI-configured workflows to turn uploads into action-ready summaries.

Prepare opening counts, dimensions, and missing-info review points.

Create cleaner handoffs for sales, estimating, and installation teams.

Plan intelligence

AI-assisted plan summaries for real project workflows

Upload plan sets from clients, installers, or internal teams and turn them into concise summaries with scope cues, opening counts, risks, and next-step guidance.

Private upload workspace

Start with PDFs, blueprint images, or permit sets. The first version is designed around secure uploads, quick review, and clean structured output.

Plans.pdf

PDF, multi-page, private upload

AI provider status

Configure AI in settings

This tool is intentionally wired to user-controlled AI settings. Provider, model, and prompt behavior will live in Settings so the workflow stays flexible and membership-ready.

Configure AI in settings

Workflow

What this tool will produce

The first working version focuses on readable summaries, extracted opening signals, missing information, and a cleaner prep flow before estimating or installation planning.

1

Read plan sets faster and identify what matters first.

2

Use AI-configured workflows to turn uploads into action-ready summaries.

3

Prepare opening counts, dimensions, and missing-info review points.

4

Create cleaner handoffs for sales, estimating, and installation teams.

Structured outputs

Executive summary

Clean breakdown of scope, opening counts, likely material systems, and plan caveats for the first review call.

Openings + dimensions

Extracted windows, doors, annotations, dimension cues, and missing fields to verify before estimating.

Risks and next steps

Permit notes, assumptions, missing schedules, and a ready-to-use checklist for the estimator or installer.

History preview

Recent summary sessions

Once persistence is connected, users will be able to reopen past plan reviews, compare revisions, and keep a private document trail per project.

Residence A-102 Floor Plan

Summary ready • Private document

v1

Commercial storefront revision 03

Summary ready • Private document

v2

Permit set north elevation

Summary ready • Private document

v3

Active workspace

Plan Summaries

The first production-ready tool inside the hub

Upload once, review faster, and turn raw plans into a practical handoff for sales, estimating, or installation prep.