Upload a plan. Get a priced worksheet.
Skip the manual takeoff. AI reads the plan, drafts a scope of work you can adjust, and hands you a worksheet built from your own smart items — ready to turn into a quote. Upload it in the app, or just forward it to Max over email.
Or just email it to Max.
Forward a plan straight to Max over email — no need to open the app first. Max parses it into a scope of work and attaches it to the matching deal automatically, or creates a new deal for it if one doesn't exist yet.
Upload the plan
Drop in a PDF or paste text — a full set of drawings, a spec sheet, or a punch list. Add focus instructions if you only need part of it reviewed.
AI extracts the scope
The plan is read page by page — visuals included — and tagged by service type while you keep working.
Review and edit the scope
Every extracted item is checked against the deal it was uploaded to — mismatched customers, addresses, and low-confidence items are flagged so nothing priced gets missed or misread.
Include or exclude what's yours
Not every line is your trade. Exclude components outside your scope — they stay visible for reference without pricing into your worksheet.
Build the worksheet
One click turns the reviewed scope into a priced worksheet — smart items already matched, quantities already pulled from the plan.
See a plan turn into a worksheet.
Request a personalized demo and we'll walk a real plan through the flow.