ESX package (sketch + line items for your estimator) and XactAnalysis carrier push. Both need the ESX serializer / Verisk agreement — next build milestone.
Proposed items are the estimator's judgment calls awaiting your confirmation. They are never exported — proceeding builds the document without them.
Finalizing locks every line item read-only and records this scope as an immutable version. Later changes happen in a revision — the approved version stays in history.
Its snapshot is removed from the job record on every device. This can't be undone — the emailed or downloaded PDFs you already sent are not affected.
Saving a new day snapshots the current pinned material readings into that day's moisture trend.
Everything prefills from the job file — type over anything to change it on the form. The credit-card section prints as blank fill-in lines; card details are never stored in FieldScope.
Dry-verification, equipment, and balance figures fill automatically from the drying log and payments.
A surface colder than ambient by 4°F+ usually means evaporative cooling — active moisture. Confirm suspect areas with a pin meter.
Everything stays editable — reopen the photo any time to adjust.
Pick a photo to measure on. Videos open the player — pause on a clear frame, then Capture frame.
No photos or videos on this job yet — capture documentation first, then measure on it.
Prints as ESTIMATED (photo measurement) on customer documents until field-verified.
To change what's in the document, use Edit text or ask the AI — then rebuild the PDF here. PDF engine v10
Send this link to the customer or PM — they record or upload a walkthrough video, or take photos, no app or login. It expires in 72 hours and can be revoked below.
The draft invites topics ("what we helped with and your area") — it never writes the review for them. Scripted wording, star instructions, or incentives are blocked at send. You decide who gets asked and when.
Pre-qualification only: a wide, skew-high range for the customer conversation. It never renders into any document and never seeds a scope. You approve every send — nothing goes out on its own.
Vision flags from the customer's media — classification only, no diagnosis. Every flag routes a tech with a meter; nothing here feeds the scope or any document until readings back it.
Removing a health/safety line without a waiver leaves KRS holding the liability. If the customer declined this work, capture a signed waiver now.
Saving creates a new version effective now. Jobs keep the version that was active when they opened — an open job's tickets never reprice.
Cat 1: clean supply water · Cat 2: significantly contaminated (appliance discharge, aquarium) · Cat 3: grossly contaminated — sewage, rising flood water, wind-driven rain
Class 1: <5% of surfaces wet · Class 2: 5–40% · Class 3: >40% · Class 4: bound water in wood, plaster, masonry — specialty drying
Live card processing needs a Stripe (or similar) account wired to the sync backend — this ledger tracks everything in the meantime.
By executing, the client agrees to the proposal's terms, notes, and exclusions. The signature, name, and timestamp are embedded in the document.
OAuth connections can't live safely inside the app itself — they need the small KRS sync backend (same one the live AI scope uses) to hold the tokens. Turning this on saves your preference so the connection lights up the moment the backend is deployed.
Room findings come from the readings, notes, and photos on the Docs tab — edit those there and the report follows.
Line items and the total are edited on the Scope tab; this edits the wording around them.
Every scope line scales proportionally so the document still adds up; the contract value, proposal, and dashboard all update together.
Field documentation & estimating
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Account
Sync
App
Team & access
Sync diagnostics — last 10 requests
Every worker request this device made: endpoint · method · HTTP status. A green chip with 401s here is the smoking gun. 200 = ok, 401 = key rejected, 0 = never reached the server.
Connection
Holds your sync password — masked so it can't be read over your shoulder. Tap Show to check it.
Job record sizes — sync limit 20 MB each
Backup & move to another device
If a job seems missing on another device, this reconstructs the workspace directory from the per-job records themselves — nothing is deleted.
If devices show different versions of a job, run this on the device whose data is CORRECT. Every job here is stamped newest and re-uploaded; the others then pull it.
Add user
A new user gets a 6-digit sign-in code by email the first time they log in — no password.
Users with access
This is the allowlist — only listed emails can request a sign-in code. Disabling a user immediately revokes their live sessions.
Photos, readings, notes, sketch, scope, or documents on this job changed after this copy was built. Rebuild it so what you send matches the job — or continue with the old copy if that's intentional.