Template Generator

The AI Template Generator creates complete task lists from project descriptions or scope documents. Instead of building a schedule from scratch, you describe what you are building and the AI produces a structured list of phases and tasks that you review, edit, and apply to your project.

Two Ways to Generate

You can feed the Template Generator with either a written description or an uploaded scope document.

Option 1: The Construction Spec Form

The spec form gives the AI the context it needs to generate an accurate task list. It includes 13 fields that describe your project in detail.

Field	What to Enter
Project Type	New construction, renovation, addition, etc.
Structure Type	Single-family, multi-family, commercial, mixed-use
Square Footage	Approximate total square footage of the project
Stories	Number of floors
Foundation Type	Slab, crawl space, full basement, pier and beam
Framing	Wood frame, steel frame, concrete block, ICF
Roofing	Shingle, tile, metal, flat/TPO
HVAC	Central, mini-split, radiant, geothermal
Plumbing Fixtures	Number of bathrooms, kitchen, laundry, outdoor
Electrical	Panel size, solar, EV charger, smart home wiring
Exterior Finish	Siding type, brick, stucco, stone
Interior Finish Level	Standard, mid-range, high-end, luxury
Special Features	Pool, elevator, wine cellar, outdoor kitchen, etc.

You do not need to fill every field. The more detail you provide, the more tailored the generated task list will be. Leave a field blank if it does not apply.

Option 2: Document Upload

If you already have a scope of work or project specifications as a PDF, you can upload it directly. The AI reads the document, extracts the relevant construction details, and generates a task list based on the actual scope.

Click "Upload Scope Document." In the Template Generator panel, select the upload option and choose a PDF file from your computer.

Wait for processing. The AI reads the document and extracts construction specifications. This typically takes 10-30 seconds depending on document length.

Review the extracted details. Before generating the task list, the AI shows you what it understood from the document. Verify that the key details match your expectations.

Tip: The document upload works best with structured scope-of-work documents that list specific construction activities. General architectural drawings or permit applications may not contain enough detail for a good task list.

Land Project Descriptions

For land purchase or land development projects, the spec form is replaced with a free-text description field. Describe the land deal in your own words: the type of property, due diligence items, zoning considerations, survey requirements, title work, and closing tasks. The AI parses your description and generates an appropriate task list for the acquisition process.

Reviewing the AI Output

After you submit the spec form or upload a document, the AI generates a task list organized by construction phase. The output typically includes:

Phases -- major groupings like Site Preparation, Foundation, Framing, Rough-Ins, etc.
Tasks -- individual work items within each phase, with suggested durations in working days.
Logical ordering -- tasks arranged in a typical construction sequence.

The generated list appears in a preview panel where you can review every item before anything touches your project.

Remember: The AI drafts, the builder decides. The generated task list is a starting point, not a finished schedule. Every project has unique site conditions, local code requirements, and crew availability that only you know. Always review and adjust the output before applying it.

Editing Before Applying

The preview panel lets you make changes before the tasks are added to your project.

Delete tasks that do not apply to your project by clicking the remove button next to each item.
Edit task names to match your preferred naming conventions or local terminology.
Adjust durations based on your crew size, site conditions, and experience with similar work.
Reorder tasks if the AI's suggested sequence does not match your planned approach.
Add missing tasks that the AI did not include. You can type them in directly within the preview.

Replace vs. Append

When you are ready to apply the generated tasks, you have two options.

Replace removes all existing tasks in the project and replaces them with the generated list. Use this when starting a brand-new project or when you want to start the schedule over from scratch.
Append adds the generated tasks to the end of your existing task list without removing anything. Use this when you are adding a new scope (like an addition) to a project that already has tasks.

Caution: Replace is destructive. It permanently removes your existing tasks. If you have tasks with logged hours, costs, or status updates, use Append instead and remove the old tasks manually after verifying the new list.

Tips for Best Results

Be specific about special features. Mentioning a pool, elevator, or radiant heating gives the AI important context that affects the task sequence and trade coordination.
Include the finish level. A luxury kitchen renovation generates a very different task list than a standard one. Specifying the finish level helps the AI calibrate the level of detail.
Use the spec form for custom builds. The form's structured fields help the AI cover all the trades and inspections that a new build requires.
Use document upload for renovation or remodel scopes. Renovation work is often described in narrative form, and the document parser handles that well.
Run it more than once if needed. Each generation is a fresh draft. If the first result misses the mark, adjust your inputs and try again. Each attempt counts as one AI call.

After applying: Once you have applied the generated tasks, use the Dependency Wizard to link tasks together and establish your critical path. The Template Generator creates the task list; the Dependency Wizard creates the schedule logic.