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Private pilot

Estimating

Document Extraction

Spend less time retyping supplier and job information.

WHAT IT DOES

Turns uploaded job documents into structured inputs for human review.

  • Reviewable field extraction
  • Source reference preservation
  • Estimator input handoff
Pilot boundary

Pilot inputs are limited to safe text/CSV; every extracted value requires owner review before estimator use.

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WORKFLOW

How it works

  1. Upload a supported job document.
  2. Extract fields with page or source references.
  3. Confirm or correct every field before it can feed an estimate.

REQUIRED INPUTS

What the business provides

  • A supported invoice, supplier quote, receipt or estimate
  • The document's business context
  • Owner confirmation of extracted fields

OWNER CONTROL

What stays in your hands

  • Accept, correct or reject each field
  • Control retention
  • Choose whether confirmed values move to a draft

DATA HANDLING

Boundaries built into the product

The pilot limits files to 1 MB safe UTF-8 text/CSV, keeps fields tenant-bound and removes raw text automatically after seven days or on owner request.