Field Tools
Field App Hub
HomeTop-level field app page — links to Room Scanner and Field Inspector from one place.
Room Scanner
Step 1Quick room-by-room photo capture and room setup before the full field inspection begins.
Field Inspector
Step 2 · AI-PoweredOn-site item capture with AI analysis, tier assignment, and photo documentation. Writes directly to Airtable.
Docs Mobile
v3.5 · Step 3Mobile document upload — capture and index photos, PDFs, and files from your phone in the field.
Office Tools
Document Builder
v201USPAP/ISA-compliant appraisal report builder. Stage 2 office workflow — identification, comparables, and valuation.
Maintenance
v103Reference & configuration table manager. Edit makers, auction houses, categories, templates, and narratives.
Document Repository
v3.5Desktop document management — upload, index, search, and browse all assignment files. Syncs to Google Drive.
CRM Pipeline
v2.0Kanban pipeline board for contacts, referrals, and engagement workflows. Tracks COI relationships and touchpoints.
User Manuals
Document Builder Manual
Complete guide to the USPAP/ISA report builder — assignments, comparables, templates, and final delivery.
Field Inspector & Room Scanner Manual
Field capture workflow, AI analysis, tiering framework, and photo documentation guide.
Maintenance Manual
Managing reference data — makers, auction houses, categories, report templates, and appraiser profile.
Docs Mobile Manual
Mobile upload guide — camera capture, batch uploads, document indexing, and browse on iPhone/Android.
Document Repository Manual
Desktop repository guide — drag-and-drop upload, search, edit, and Google Drive folder structure.
CRM User Manual
Pipeline board, COI tracking, email templates, task management, and referral workflows.