Contract Documents Register

Use the Contract Documents register to see every drawing sheet and spec section in the project in one table, and search, filter, group and open them.

Agent-Found Companies

Review the companies the agent finds in your uploaded drawings — approve them into the Directory with the right role, or dismiss them.

Keep the project directory of consultants, contractors and suppliers — add companies, set their role and branding, and add the people you deal with.

Set the agent to do a recurring job on a schedule — hourly, daily, on weekdays or on chosen days — or on demand, and review each run.

Use playbooks — saved, step-by-step procedures — to have the agent produce standard deliverables, and create shared playbooks for your team.

Pick which AI model the agent uses for a chat, set your default model for new chats, and understand how the choice affects AI credit use.

Point the agent at specific documents, sheets, notes or estimates, or attach a playbook, using the + button or by typing @ in the message box.

Rename your workspace, set the default project role, invite team members with their own plan, and remove members.

Archive a finished project to make it read-only and free up a project slot, unarchive it later, or delete a project permanently.

Add a project’s site address, start and end dates and project value in Settings → Project Details.