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AI & Automation

AI that does the busywork, not just chat

MEPSub's AI drafts estimates, pulls quantities off plans, answers questions about your own data, and quietly watches your numbers for anything that looks off.

AI Assistant
Which open invoices are more than 30 days late?
You have 4 invoices past 30 days totaling $18,400. The largest is Metro Tower (INV-1102, $8,500, 46 days). Want me to send reminders?
Ask anything about your workspace…
AI Assistant

Ask your workspace anything

Instead of digging through screens, just ask. The Assistant knows your jobs, invoices, customers and schedule, and can take action — draft a message, find a number, summarize a project.

  • Answers grounded in your own data
  • Available anywhere via a floating panel
  • Respects each user's role and permissions
Assistant · Project summary
Summarize the Metro Tower job.
Metro Tower — Chiller retrofit. 68% complete, on schedule. Costs $81k of $104k budget (margin 18%). 1 open RFI, retainage held $1,625. Next milestone: controls startup Aug 4.
AI Create

Draft estimates and documents in seconds

Describe the job in plain language and AI Create builds a first-draft estimate from your priced catalog — or drafts a service agreement or proposal you can refine and send.

  • Estimates drafted from your CostBook pricing
  • Service agreements & proposals from a prompt
  • You review and adjust before anything is sent
AI Create · Estimate
Prompt: Replace a 20-ton RTU, curb adapter, crane, new economizer, 1 day.
✦ Draft generated
20-ton RTU (supply)$14,200
Curb adapter$1,150
Crane & rigging$2,400
Labor — 2 techs / 10 h$1,900
Estimate total$19,650
AI Takeoff

Quantities straight off the plans

Upload plan drawings and AI Takeoff finds and counts symbols, measures runs, and prices the quantities from your MEP catalog — turning a takeoff that took hours into minutes.

  • Symbol counts and measured runs from drawings
  • Priced automatically from your catalog
  • Straight into an estimate to send
AI Takeoff · M-201
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2
3
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5
VAV boxes detected18
Diffusers64
Ductwork (measured)1,240 ft

Also in AI & Automation

AI Alerts runs an anomaly scan across your financials and jobs, flagging unusual numbers before they cost you — and AI cost controls let you cap AI usage per workspace with clear cost visibility.

Put AI to work on your jobs

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