Glossary

Use this page when an app label or estimating term is unfamiliar. For a first project, follow Getting started.

Term	Meaning
Addendum	A formally issued change or clarification to the bid documents. Check that your set includes the relevant addenda.
Agent	Saved instructions for a repeatable assistant task. Choose one with `@` in Chat.
AI credits	Units used for assistant replies and generation. Included credits follow the plan's displayed billing period.
Allowance	An amount carried for work that cannot yet be priced firmly. Review the suggested basis and risk.
Assumption	Something your price depends on being true, such as stated access hours.
Bid package	The reviewed estimate and related bid documents offered as separate downloads.
Billing period	The subscription period used for plan allowances and renewal. Check the dates shown in the app.
Confidence	An indication of how cautiously to treat a reading. Low-confidence evidence needs visual verification.
Contingency	An estimate provision for uncertainty, controlled with a percentage in the estimate.
CSI division	A construction work category used to organize scope and estimate lines.
Estimate	Saved project line items, quantities, prices, markups, and totals.
Evidence	The source reference and exact quoted text supporting a project fact.
Exclusion	Work or a condition expressly left out of your price.
File reference	A selected uploaded file that helps focus a chat question; choose it with `/`.
Inclusion	Work expressly covered by your price.
Line item	One separately described and priced piece of the estimate.
Member cap	A limit on a person's use of shared organization credits. It differs from the organization's total balance.
OCR / text recognition	Reading text from scanned pages or drawing images. These readings are treated as low confidence.
Organization	A shared workspace with an owner, members, and its own plan.
Overhead	Costs of running and supporting the work, represented by a markup control in the estimate.
Owner	The person with control of the workspace's billing, team, and owner-only actions.
Pending invitation	An invitation not yet accepted. A live invitation reserves a seat.
Personal workspace	Your own workspace, separate from team organizations. It cannot have invited teammates.
Profit	The margin represented by the profit markup control in the estimate.
Proposal	Client-facing scope, exclusions, assumptions, qualifications, and terms prepared for the bid.
Qualification	A condition attached to the offer, such as a limit on how long the price is valid.
Quantity takeoff	Measuring and counting work from drawings. Bid Quota reads stated values but does not measure drawing geometry.
RFI	Request for Information: a question seeking clarification of missing or conflicting project information.
Schedule of Values	An organized breakdown of the estimate's value for review or payment planning.
Scope gap	Work referred to in the documents but not sufficiently specified to price confidently.
Seat	A place in an organization. Owners, accepted members, and active pending invitations count toward capacity.
Sheet	A drawing's printed identifier, or a worksheet within a spreadsheet, depending on the source.
Unit rate	The price per unit of work, multiplied by quantity to price a line.
Workspace	The personal or organization area that owns a set of projects, agents, and plan limits.

Check the original unit

A number without its unit can mislead. Keep the printed unit with the value, and verify any conversion before pricing.