1Upload a sheetPDF (all pages) or image
Once uploaded, remove any cover sheets, general-notes pages, or anything else that doesn't need reviewing — each thumbnail gets a small × below. A leaner set checks faster and keeps the results focused on the sheets that actually need marking up.
2Check stage
3Checklistone item per line, saved per stage + sheet type
Extra instructions for this stageoptional — applies to every sheet type at this stage, not just the one selected above
Add specific things you want checked on every page, in plain English — one per line works well. E.g. "Confirm the site address appears in the title block" or "Flag if there's no scale bar."
Each page is still checked on its own, so instructions that compare one sheet against another (e.g. "check the floor plan matches the elevation") won't work yet — that's a separate feature. Keep it to things visible on a single page.
Each page is still checked on its own, so instructions that compare one sheet against another (e.g. "check the floor plan matches the elevation") won't work yet — that's a separate feature. Keep it to things visible on a single page.
4Reference plansoptional — a completed example sheet for this stage
5Certifier checklistoptional — different certifiers want different things
1Jobshares the same jobs as Sheet Check
2Assessment Details
Select a job above to save these details against it.
3Checklist Typecertifiers keep a different checklist per building classification
4Checklisteach item tagged with the discipline that needs to assess it
Upload the certifier's own checklist as a PDF (export from Word once — a scanned PDF or image also works). Every clause gets a heading, a description, and a suggested discipline — review and edit before anything is added; nothing is saved until you confirm.
5Documentsthe supporting documents for this assessment, tagged by discipline
6Run Assessmentone AI call per discipline that has both checklist items and a tagged document
A discipline with checklist items but no document attached shows "Needs Doc" for every item in it — no API call is made for it.
Add checklist items above before running an assessment.