Costs, billings, profit
Cost, billing, and profit answered from project data.
From the chat panel, the project manager asks (or clicks a dropdown) for costs, billings, or profit. The assistant pulls from labor logs, cost logs, draw requests, and budget items already in the system, and returns the answer with the underlying numbers. The cost view shows budget against spent with weekly burn rate and a 7- and 30-day velocity. The billing view shows progress billing against the schedule of values, retainage held, and the next AIA-style application’s draw amount. The profit view sums paid draw requests and subtracts logged labor and material costs into per-job and monthly views.
- Costs: budget against spent, weekly burn, and 7- and 30-day velocity, broken down by labor, materials, and subcontractor.
- Billings: progress billing against the schedule of values, retainage held, and the next payment due on the AIA-style application.
- Profit: paid draws minus logged labor and material costs, per job and per month.
Schedule
Schedule questions, answered from your data.
The schedule dropdown surfaces upcoming mobilizations, crew assignments, weekly forecasts, and conflicts. The agent answers questions like “what does next week look like?” and “who is mobilizing where?” with a structured response built from the mobilization periods, crew assignments, and labor history project managers and foremen have already entered. Forecast hours are simple averages from recent labor history, not a model prediction.
- Upcoming mobilizations with assigned crew and worker counts.
- Forecast hours per scope from recent labor averages.
- Crew double-booking conflicts flagged before they happen.
Project health and what’s on your plate
Risk flags and the checklist of scope items waiting on you.
The project health dropdown is a portfolio view of risk: jobs land in on-track, at-risk, or critical based on cost and schedule performance, with a recommended weekly velocity to recover the at-risk ones. The “what’s on my plate” checklist (typed into chat, not a dropdown) returns scope-level checklist items still unchecked, grouped by job and sorted by next mobilization date. Both views read from data already in the system: budgets, schedules, labor and cost logs, and the scope checklists the project manager maintains.
- Project health: cost and schedule performance per job, with a status flag (on track, at risk, critical) and a recommended weekly velocity to recover.
- “What’s on my plate”: unchecked scope checklist items across active and on-hold jobs, grouped by job, sorted by next mobilization date.
- Both surfaces read from data project managers and foremen have already entered.
Training library
Training library, in English or Spanish.
The training library is a per-tenant collection of specs, SOPs, manuals, and training docs that the AI can answer questions against. Project managers upload PDFs, Word and PowerPoint files, spreadsheets, and images, plus web URLs and YouTube links (transcripts fetched automatically), tagged by CSI division and marked either “Human Use” or “AI Reference Standard.” A question typed in English or Spanish runs hybrid search (keyword and vector) over the AI Reference Standard corpus, and the answer is synthesized in the same language the question was asked, even when the source documents are in English.
- Upload PDFs, DOCX, PPTX, XLSX, images, web URLs, and YouTube links (transcripts auto-fetched), tagged by CSI division.
- Two purposes per resource: “AI Reference Standard” (queried by the AI) or “Human Use” (storage only).
- Hybrid search and bilingual answers: ask in English or Spanish; the answer is synthesized in your language.
Photo review and the Boss Report
AI flags issues; the superintendent agrees or disagrees.
Daily report photos and PDFs uploaded by foremen run through an AI inspection that scores each report and flags specific findings: wet adhesive on a walking surface, housekeeping and trip hazards, and similar safety or quality issues. The Boss Report is the queue of unreviewed daily reports waiting for superintendent review; the superintendent opens each report, reads the AI verdict and confidence score, and clicks Agree, Disagree, or Other on each finding. The decisions are recorded against the report so the review is auditable.
- AI verdict per uploaded daily report, with a confidence score and a per-page list of specific findings.
- Findings render with severity icons and plain-language descriptions of the safety or quality issue.
- Superintendent reviews each finding with Agree, Disagree, or Other; review is recorded and auditable.