Daily reports AI assistant: Editable Labor and Equipment cards

Manage labor and equipment entries for your construction project with Charlie, ProjectSight's Daily Reports AI Assistant.

Note: Charlie, the chatbot for daily reports, is available to ProjectSight Enterprise and Go users, in English, and requires an active internet connection. The Daily Reports AI Assistant does not support projects with Labor settings configured to Detailed.
After you have prompted Charlie to create a labor or equipment card and offered necessary clarifications, a suggested card displays. You can then accept, reject, or edit the suggested card.

Labor cards

Figure 1. Proposed labor card

Chatbot proposed labor card home page

  1. Select to edit the suggested labor card
  2. Select to add attachments
  3. Select to reject the suggested labor card
  4. Select to accept the suggested labor card

When you select Edit for a suggested labor card, an editable card displays.

Figure 2. Editable labor card

Editable labor card

  1. Select the Company field to view, search, and select a company from a list
  2. Select the Crews field to view, search, and select a crew from a list
  3. Select to enter a different number of hours and minutes worked
  4. Select to enter a different number of workers
  5. Select the Location field to view, search, and select a location from a list
  6. Select to enter a description
  7. Select to save your edits
  8. Select to return to the suggested labor card
  9. Select Restart chatbot conversation icon, then select Yes, to restart your conversation
  10. Select x to exit the chatbot session and return to the Labor page

Equipment cards

Figure 3. Proposed equipment card

Chatbot proposed equipment card

  1. Select to edit the suggested equipment card
  2. Select to reject the suggested equipment card
  3. Select to accept the suggested equipment card
  4. To restart your conversation, select Restart chatbot conversation icon, then select Yes
  5. Select x to exit the chatbot session and return to the Equipment page
  6. Select to turn on audio for Charlie
    Note: If you want to pause audio, select again. To quickly toggle audio on or off, double tap. If you make a selection by double tapping, that selection is remembered across chat sessions.

    When you select Edit for a suggested equipment card, an editable card displays.

Figure 4. Editable equipment card

Editable equipment card

  1. Select the Company field to view, search, and select a company from a list
  2. Select the Crew field to view, search, and select a crew from a list
  3. Select the Equipment field to view, search, and select a location from a list
  4. Select to enter a different quantity for equipment
  5. Select to enter number of hours and minutes
  6. Select to enter a different rate
  7. Select to enter a note
  8. Select to save your edits
  9. Select to return to the suggested equipment card
  10. Select Restart chatbot conversation icon, then select Yes, to restart your conversation
  11. Select x to exit the chatbot session and return to the Equipment page