Walkthrough 1: Getting started: projects, AI connectors and measuring

Start here. Walkthrough 1 covers the dashboard, creating and copying projects, the Overview page, the MCP connector for Claude and ChatGPT, and measuring on aerial imagery and plans.

How to

  1. 1

    Create a project

    Start a project from a property address. AI Assist can name and scale your plans and draft an estimate from your documents.

  2. 2

    Measure

    Take off quantities on aerial imagery in Map Measure, or on your drawings in Plans & Takeoffs.

  3. 3

    Organise quantities

    Review measured quantities in the Bill of Quantities and structure the job in the Work Breakdown Structure.

  4. 4

    Price

    Apply rates, contingency, margin and tax on the Estimate tab for a live selling price.

  5. 5

    Program

    Import the estimate activities into the Program tab to build a Gantt construction program.

  6. 6

    Summarise and tender

    Check the Project Summary, then build and export the tender document.