10 starter templates
Inspection report, scope of work, proposal, change order, completion report, warranty letter, more.
AI Suite
AI Document Drafting
Generate inspection reports, scope-of-work, and proposals from job data in seconds.
Available on the Pro plan and above.
The problem
Writing inspection reports and proposals from scratch eats two hours per document. Templates help, but they still need filling in — and copying job data over by hand introduces errors.
What Stelid does
AI Document Drafting reads the job (customer, property, photos, notes, line items) and produces a fully-drafted document in your template. You review, edit, and send — average 4-minute turnaround per report.
Capabilities
What you actually get.
Auto-fills from job data
Customer, property, photos, line items, technician notes — all pre-populated.
Tone control
Pick formal / friendly / technical voicing per template.
Brand consistency
Renders in your colours, logo, and document chrome.
PDF + email delivery
One-click export to branded PDF or send straight to the customer.
Audit logged
Every AI document write captured in ai_audit_log with model + token usage.
FAQ
Questions, answered.
- Yes — the document builder ships drag-drop authoring with 12 block types. Build once, use forever.
- Strictly. The AI only fills the slots you defined; it never adds or removes blocks.
- Direct customer signing flow with audit trail; signed PDF saves to the job record.
Related features
Pairs well with.
AI Receptionist
A 24/7 chat widget that quotes, books, and captures leads from your pricebook and live schedule.
Read moreEvidence camera
Watermarked photos with GPS coordinates, timestamp, and address burned in at the moment of capture.
Read moreAccounting sync (QuickBooks + Xero)
Two-way invoice + payment sync via webhooks. Never poll. Account mapping for labour, materials, expenses.
Read moreReady when you are.
7-day free trial on every paid plan — ai document drafting is one of the things you get. Cancel anytime before billing starts.