Documentation
Learn how to use Field Manager and Commodity Manager to automate your construction management workflows.
Getting Started
Everything you need to start using BuildPlan AI.
Field Manager
Daily reporting and timecards from SMS, WhatsApp, voice memos, and photos.
Onboarding Foremen
Add foremen by phone number — no app to install. SMS, WhatsApp, and iMessage all route into the same review inbox.
Configuring Form Templates
Use the drag-and-drop builder to control required vs. optional fields, UOM lists, section grouping, and custom fields per organization and project.
Workers, Equipment & Cost Codes
Set up org-level rosters so the AI can resolve names to specific workers and roll production up against the right cost code.
Reviewing & Approving Reports
Section-by-section review with confidence badges and gap callouts; original conversation, audio, and photos shown side-by-side with parsed data.
Exporting Reports
Export single daily reports or date-range bundled PDFs for owners, GCs, and project archives.
Commodity Manager
Ticket, invoice, and contract reconciliation.
Managing Tickets
Import, edit, filter, and export delivery ticket lines. Flag and merge duplicates.
Managing Invoices
Import invoices with line-item detail. View reconciliation status and find potential matches.
Contracts & POs
Create commodity contracts with pricing that serves as benchmarks for invoice verification.
Validation Rules
Configure automated checks for quantity ranges, UOM consistency, dates, and ticket formats.
Reconciliation Workflow
Match invoices to tickets, review discrepancies, and export reconciliation reports.
Administration
Organization-level settings and configuration.