Documentation
Learn how to use Production Manager, Commodity Manager, and the Takeoff Tool to automate your construction management workflows.
Getting Started
Everything you need to start using BuildPlan AI.
Production Manager
Quantity tracking and billing report generation.
Creating Projects & Contract Items
Set up projects and define contract line items with categories, systems, and billing types.
Importing Data
Import supplier schedules, field data, and contract items from Excel, PDF, or CSV.
Managing Connections
Map imported lines to contract items using the bulk assign/unassign interface.
Tracking Monthly Production
Record delivered, placed, and installed quantities against contract items each month.
Generating Billing Reports
Export billing workbooks and monthly billing reports ready for client submittal.
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.