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
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
Measure
Take off quantities on aerial imagery in Map Measure, or on your drawings in Plans & Takeoffs.
- 3
Organise quantities
Review measured quantities in the Bill of Quantities and structure the job in the Work Breakdown Structure.
- 4
Price
Apply rates, contingency, margin and tax on the Estimate tab for a live selling price.
- 5
Program
Import the estimate activities into the Program tab to build a Gantt construction program.
- 6
Summarise and tender
Check the Project Summary, then build and export the tender document.