Upload documents, view PDFs in a split-screen viewer with AI analysis, and link files to projects, estimates, and clients. Real-time updates as your team uploads.
Upload, analyze, link, and access — documents connected to everything in your business.
Drop files directly into your project, estimate, or client record. PDFs, images, spreadsheets — all accepted. Auto-opens upload dialog from URL parameters for quick access.
Upload a document and trigger AI analysis. Extracts scope items, costs, contacts, and key details. Results appear in the insights panel with page-level references — click a source to jump to that page.
Left panel: full PDF viewer with page navigation and zoom. Right panel: AI analysis with insights and source references. Toggle the analysis panel on or off. Version history at the bottom.
Filter by file type, date range, project, estimate, proposal, takeoff, or client. Sort and paginate. Real-time updates when teammates upload. Grid view for visual browsing.
Left panel: full PDF viewer with page navigation. Right panel: AI analysis with extracted insights and page-level source references. Click a source to jump to that page in the viewer.
Trigger AI analysis on any uploaded document. Extracts key information, costs, scope items, and contacts. Results are editable. Use extracted scope for estimate scope import.
Every document links to projects, estimates, proposals, takeoffs, and clients via a junction table. See all associations on the detail page with clickable links. Search across all documents.
7-day free trial. No credit card required. Pick your trade and start estimating.
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