How This Helps Your Business
Before AI Documents, creating the paperwork for a project meant hours of typing: site visit notes, scopes of work, material lists, and checklists for your crews. Every step took valuable time away from actually running your jobs.
Now, AI Documents does the heavy lifting. Record your notes on-site, turn them into a professional document instantly, and customize them to fit your workflow. What used to take an hour can now be done in minutes.
This isn’t just a time-saver—it’s a game-changer for how you communicate with clients, subs, and vendors.
AI Documents is exclusively a Business Feature
How to Access AI Documents
On Desktop:
Click the Documents tab in your project dashboard (bottom left).
Start a new document or generate one from an estimate.
On Mobile:
Open your project.
Tap the Documents section and create a new document
What Can AI Documents Help With?
AI Documents can generate all the construction documents you need:
Project Docs
Scopes of Work
Work Orders
Punch Lists
Material Lists / Bills of Materials
Daily Logs
Client & Crew Communication
Selection Sheets
Homeowner Updates
Translations (e.g., Spanish versions for your crew)
Smart Features
Record voice-to-text site visit notes and convert them into scopes.
Edit with familiar tools: bold, italics, headings, checklists, tables.
Attach files, photos, or vendor quotes directly to your doc.
Export to PDF
Examples You Can Try Right Away
On-site: Record a walkthrough, then convert it into a client-facing scope of work.
For crews: Translate a scope of work into Spanish in seconds.
For vendors: Create a purchase order from your estimate and attach product links.
For homeowners: Share a polished daily log with updates and photos.
Key Features
Voice-to-Text Notes – Capture details while walking a site, no pen and paper needed.
AI Formatting – Ask AI to organize by trade, hide prices, or reformat into checklists.
Translation – Instantly convert documents into Spanish for your crew.
Attachments – Add vendor PDFs, quotes, or images right into the doc.
Export & Share – Send PDFs today, and soon share directly via email or text.
Getting Started
Head to the Documents tab inside any project and create your first doc. Try recording quick site visit notes, then ask AI to polish them into a scope of work. From there, you can edit, attach files, export, and share—all in minutes.
With AI Documents, you’ll spend less time typing and more time building.