Find projects
searchProjectsLooks upSearches projects by customer, address, status, or assigned tech.
“Which jobs are scheduled for Thursday with no tech assigned?”
Read a project or contact
getContextLooks upPulls the full picture: status, timeline, communications, and contact lookup by phone or name.
“Who is 401-555-0100, and what have we told them so far?”
What’s next on a project
getProjectNextStepsLooks upThe same ranked next-steps queue the project page shows: open tasks, pending sends, scheduled follow-ups.
“What’s blocking the Miller kitchen right now?”
Look up a property
propertyAnalyzerLooks upYear built, systems, and permit considerations for an address, before a walkthrough.
“Anything I should know about 126 Oakland before Tuesday’s visit?”
Check the playbook
getSopLooks upReads a section of the standard operating procedures: pricing tiers, the labour rate, trade rates, and the rest.
“What’s our hourly rate for electrical, and which flat-rate tier does a faucet swap fall in?”
Read project documents
analyzeDocumentsLooks upLists and reads the invoices, receipts, permits, and contracts attached to a project.
“Summarize the permits on file for the Warwick deck.”
Read project photos
analyzeMediaLooks upLists the photos on a project and describes what they show.
“What do the photos from yesterday’s visit show at the Cranston job?”
Read a walkthrough video
analyzeVideoLooks upWatches a walkthrough video already on the project and reports what it found: rooms, measurements, problems.
“Pull the measurements out of the basement walkthrough video.”
Draft an estimate
generateEstimateRecordsBuilds a line-item estimate from the project scope. Takes a moment and costs an AI call, so use it when a project has none yet.
“Draft an estimate for the Smith bathroom from the walkthrough notes.”
Edit an estimate
refineEstimatesRecordsAdds, changes, or removes line items on an existing estimate.
“Add a $450 disposal line and bump tile labour to 16 hours.”
Archive a draft estimate
archiveEstimateRecordsSoft-deletes a draft estimate. Reversible.
“Archive the old DIY estimate on the Miller job.”
Set material selections
manageSelectionsRecordsReads or sets the per-room material picks (tile, vanity, faucet) the homeowner sees on their plan.
“Set the floor tile to the mid option and the vanity to premium.”
Check the product library
manageCatalogRecordsLooks up and updates the products we have specified before, so a quote uses the price on file.
“What did we last spec for a 36-inch vanity, and at what price?”
Update a project
manageProjectRecordsCreates or updates a project: status, summary, contact, project manager, assigned tech, or company.
“Assign Luis as lead on the Hatfield job and mark it scheduled.”
Update a contact
manageContactsRecordsCreates or edits a customer contact: name, phone, email, address.
“Add the tenant’s number to the Oakland contact.”
Schedule work
manageAppointmentAsks firstBooks, moves, or cancels visits, assigns techs, sets work dates, and lists who is available.
“Put the Cranston deck on Thursday and Friday with Luis and Marco.”
Message a customer or tech
communicateAsks firstSends a text or email on a project. From a coordinator account this goes out as soon as you confirm, so read the draft.
“Text the homeowner that we’re running 30 minutes late.”
Schedule a follow-up
scheduleFollowupRecordsQueues a follow-up message for later that only sends if its conditions still hold (for example, the quote is still unanswered).
“If they haven’t approved the quote by Monday, nudge them.”
Track a task
manageTaskRecordsCreates, assigns, and lists internal tasks across projects.
“Make a high-priority task for me to call back about tile selection by Friday.”
Add visit media to a checkup
ingestVisitMediaRecordsPulls a walkthrough video or photos into a property visit so the checkup can be generated from them.
“Add this walkthrough video to the 126 Oakland visit.”
Generate a checkup report
generateCheckupReportRecordsStarts checkup generation from the recorded walkthroughs. Takes a few minutes; read it back when it finishes.
“Regenerate the checkup at 126 Oakland, the last one came out truncated.”
Read a checkup report
getCheckupReportLooks upReads the draft or finished checkup for a property.
“Give me the findings from the Hatfield checkup.”
Edit checkup findings
editCheckupFindingsRecordsAdds, edits, or removes findings on a draft checkup, including tenant-caused damage and estimates.
“Add the broken screen door as a tenant-tagged finding at $180.”
Fix a photo label
editVisitMediaMetaRecordsCorrects a photo’s room or caption on a checkup.
“That photo is the second bathroom, not the kitchen.”
Remove stray media
archiveVisitMediaRecordsArchives a photo or clip that doesn’t belong on a checkup. Reversible.
“Drop the two laptop screenshots from the Hatfield checkup.”
Add project photos
addProjectPhotosRecordsAttaches photos from the chat to a project.
“Add these to the Warwick job as before photos.”
File a document
processFileUploadRecordsClassifies and saves a document you attach (a receipt, a permit, a supplier invoice) to the right project.
“File this Home Depot receipt against the Miller kitchen.”