AI assistance, with your review
Draft scope from job notes, check an estimate, analyze selected photos and PDFs, and write customer summaries. Edit and accept individual suggestions; pricing comes from your company.
One place for
the whole scope.
Practical tools for documenting work and building estimates you can explain.
Try the sample workspaceVoice walkthroughs and reviewed changes
Record or upload audio, edit the transcript, and review proposed job fields or estimate changes before applying them. Saved proposals stay with the job.
Accounts and company teams
Use email and password or ChatGPT sign-in. Invite teammates, choose owner, admin, estimator, or viewer access, and switch company workspaces.
Room-by-room estimating
Group rooms by property unit, record measurements, and keep mitigation, repair, and other estimates under the same job.
Your company price book
Save your own rates, import CSV files, and add catalog items to estimates. Missing prices remain visibly unresolved.
Job documentation
Upload photos and PDFs. Record observed moisture readings with the instrument, location, and time.
Drying records and scenarios
Plot actual readings, calculate humidity and dew point, organize chambers, and keep user-defined scenarios visibly separate from measured conditions.
Reusable scope and estimating rules
Reuse company templates, apply trade minimums, track rate sources, and calculate discounts, waste, overhead, profit, and tax in USD or CAD.
Sharing and review
Create expiring snapshot links with selected attachments and pricing visibility. Company collaborators can leave attributed line comments. Site access rules still apply.
Visits and equipment
Plan visits, assign a team member by name, and keep a record of equipment deployment.
Approval and revisions
Approve an estimate to lock its scope and prices. Create a new revision when the job changes.
Professional exports
Combine estimates, captioned photos, selected PDFs, and field records into one branded report. Choose whether prices appear.
Still being built
Regional pricing feeds and Xactimate ESX export remain in development. The assistant can analyze documents you provide; it does not certify standards compliance or carrier acceptance.