
AI Scoping Assistant
Smart, accurate, AI-guided documentation build for real restoration workflows.
Produce clearer, more consistent mitigation scopes with AI-guided structure that reduces missed details and speeds up documentation—designed specifically for restoration professionals.
How the AI Scoping Assistant Works
A structured, AI-guided workflow that helps restoration teams capture complete, consistent scopes—without replacing professional judgment.
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Capture Job Details
Enter loss information, structure layout, and job notes using a guided workflow designed for field documentation.
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AI-Guided Scope Review
The Assistant highlights potential omissions, prompts follow-ups, and helps ensure your scope is complete and consistent.
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Export & Submit Confidently
Generate a clean, structured scope ready for estimating software—while keeping final decisions in human hands.
Why the AI Scoping Assistant Is Different
Most AI tools try to replace human decision-making.
The AI Scoping Assistant is built to support it—bringing structure, consistency, and accountability to the scoping process without taking control away from professionals.
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Built for Restoration Workflows
Designed around real mitigation workflows—not generic automation. Every prompt, reminder, and structure reflects how restoration work actually happens.
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Guidance Without Replacement
The Assistant never makes estimating decisions for you. It highlights omissions, enforces consistency, and supports professional judgment.
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Documentation You Can Defend
Clear structure and complete scopes reduce rework, carrier questions, and missed line items—helping teams submit confidently and consistently.
What the AI Scoping Assistant Helps You Do
Designed to reduce missed details, speed up documentation, and give teams confidence in every scope they submit.
Capture Complete Job Information
Guides users through loss details, layout, and job aspects so nothing critical is overlooked.
Prompt for Missing Scope Items
Flags common omissions and asks follow-up questions before submission.
Standardize Scope Structure
Keeps documentation consistent across jobs, team members, and time.
Reduce Carrier Revisions
Clear, complete scopes mean fewer back-and-forth questions.
Support — Not Replace — Judgment
Final decisions stay with the professional, always.
The Assistant doesn’t guess — it guides.
Frequently Asked Questions
What is the AI Scoping Assistant?
The AI Scoping Assistant helps restoration teams streamline documentation, reduce omissions, and produce clean, consistent mitigation scopes.
Who is the tool designed for?
Technicians, estimators, project managers, contractors, franchise owners, and adjusters who need structured and consistent job documentation.
How accurate are the AI-assisted scopes?
The Assistant uses structured logic and restoration workflow rules to produce reliable, repeatable scope outputs aligned with industry expectations.
Does it work on mobile devices?
Yes — the tool is fully mobile-responsive and built for onsite field documentation.
When will Early Access open?
Early Access invitations will be released soon.
Will this replace Xactimate?
No — the Assistant prepares structured job information that can be entered into estimating platforms. It enhances workflows but does not replace estimating software.
Will this integrate with Xactimate or other estimating platforms?
Direct integration with Xactimate is limited due to platform restrictions. However, we are actively developing a dedicated Xactimate Entry Assistant designed to streamline the entry of scope items directly into Xactimate from structured data.
In the meantime, the AI Scoping Assistant supports clean, structured outputs that make copy-and-paste workflows faster and more accurate. Additional integration capabilities will continue to evolve as tooling and platform access allow.
Is the tool available for reconstruction?
Mitigation comes first. Reconstruction functionality will follow in a later phase.
Does the AI use my job data to train itself?
No — your job data is never used for AI model training. All information remains encrypted.
Is my job data secure?
Yes — all job data is encrypted at rest and in transit. No job data is ever sold, shared, or used to train AI models.
Can multiple team members use it?
Yes — teams that share the same business email domain (e.g., @company.com) will be able to collaborate, allowing one person to begin a job, another to update it, and another to review progress.
Is there a free trial?
Yes — Early Access participants can use the tool for free during the preview period.
Looking ahead
Future Enhancements
The AI Scoping Assistant is being built with long-term scalability in mind. Early Access helps shape what comes next as capabilities expand.
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Expanded Workflow Support
Additional guidance and prompts for more complex loss scenarios and evolving documentation needs.
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Deeper Platform Integrations
Improved export formats and workflow compatibility with estimating and job management platforms.
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Reconstruction Capabilities
Post-mitigation tools designed to support reconstruction workflows in a future phase.
Be Among the First to Use the AI Scoping Assistant
Early Access is free during the preview period.
No credit card required