New in Summit Pro

Keep your report with the job.

Start with a field calculation, carry the result into your project documentation, and finish with a professional deliverable without entering the same information twice.

Calculate→Document→Deliver
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Writing Assistance · Summit Pro

Optional writing help for your existing reports, summaries and RFIs. Review the wording before using it.

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Draft wording from your notes

Select the type of document you need, paste your field notes or bullet points, and Summit Pro will generate a polished, professional version ready to use.

🎙️ Tip: On mobile, tap the microphone on your keyboard to dictate your notes hands-free — no typing needed.
AI-generated content is a starting point only. All documents should be reviewed and verified before sending. Terms of Use
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Optional help with writing.

Daily reporting and Field QC are free. Pro helps turn your notes into wording you can review and use.

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What each document type does

📋 Daily Field Report

Turns rough daily notes (weather, crew, activities, issues) into a structured, professional daily report ready for submittal.

🔬 QA/QC Inspection Summary

Formats inspection observations and test results into a clear, structured QA/QC summary with pass/fail notation.

📝 RFI Generator

Describe the issue or question you need answered — get a formally structured RFI with background, question, and impact sections.

🗒️ Meeting Minutes

Paste bullet points or rough notes from a site meeting — get properly formatted minutes with attendees, items discussed, and action items.

⚠️ Deficiency Report

Document site deficiencies clearly and professionally with location, description, required action, and responsible party.

✏️ General Notes Cleanup

Takes any rough, informal notes and rewrites them as clear, professional, polished writing suitable for any construction document.

🦺 Custom AI Toolbox Talk

Describe a specific hazard or situation on your site and get a custom toolbox talk tailored to it — not just a generic one from the free library.

Cost Control Bundle — Job Costing, Sub Bid Comparison & Change Order Tracker

Three ready-to-use Excel templates for tracking job costs, comparing sub bids, and managing change orders. Not AI-generated — just fill in your numbers and go. See the full bundle ↓

Cost Control Bundle

Stop losing money on every job. Start tracking it.

Three Pro-only Excel templates for tracking job costs, comparing sub bids, and managing change orders — no setup, just fill in your numbers. Want the full picture first? Visit the Cost Control Hub to see how all our cost-tracking tools and templates fit together.

Every day without these templates, you're re-building the same spreadsheet from scratch, missing bid discrepancies, or eating a change order because nobody tracked the cost impact. Summit Pro members get instant access to all three — no setup, no formulas to build.

PRO

Job Costing Tracker

Stop guessing if a job is actually profitable. Track budgeted vs. actual costs by category in real time, so you catch overruns while you can still fix them.

Time saved: ~2–3 hrs/project  ·  Prevents: missed cost overruns that erode margin

See full details →

Sub Bid Comparison & Leveling

Never overpay a sub again because you compared bids in your head. Side-by-side tracking with automatic variance and leveling formulas.

Time saved: ~1–2 hrs/bid package  ·  Prevents: awarding a bid that's actually thousands over market

See full details →

Change Order & Cost Impact Tracker

Every unbilled change order is cash left on the table. Logs every CO against your original contract value with running cost-impact totals.

Time saved: ~1 hr/CO cycle  ·  Prevents: unbilled or under-billed change orders

See full details →  ·  Try the impact calculator →
Templates are provided as editable Excel files. Verify all formulas and figures before relying on them for contractual or financial decisions.

The math on what you're missing

Without the Bundle With the Bundle
Rebuild trackers from scratch every projectPre-built templates, ready in seconds
Bid comparisons done by eye or gut feelAutomatic variance & leveling calculations
Change orders tracked in email threadsOne running log, always up to date
Margin leaks you find out about too lateCost visibility while you can still act

Bottom line: these three templates alone can save a project manager 4–6 hours per project — before counting the cost overruns and missed billings they prevent.

Also want a running daily record or a clean RFI log? Check out the free Daily Report Template and RFI Template & Log, or browse the full Templates Library.

$10/month. Unlimited access to the full Cost Control Bundle, AI Toolbox Talks, Daily Reports, QA/QC, RFIs, and every future Pro tool we ship.

One prevented bid mistake or one caught change order pays for a year of Pro. Everything else is pure upside.

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Already a free user? You're one click away from never rebuilding a cost tracker again.