Help Center
Guides, how-tos, and answers for PrecisionDocs teams. Searchable public help for site due diligence workflows.
Get started
Getting Started
Project setup, onboarding, and the fastest path to a useful first analysis.
Work with the agent
Chat & Workflows
How to run a guided workflow, ask better questions, verify sources, and correct facts.
- How do guided workflows work?
- How does the Screening & Risk Analysis workflow work?
- How does the Site Cost Estimate workflow work?
- Can I ask the agent how to use PrecisionDocs?
- How should I ask questions to get the best answers?
- How do I check sources and citations, and what if they conflict?
- What should I do when the agent cannot find information?
- How do I correct a parcel's zoning when the assessor data is wrong?
- Are there conversation limits or long-thread behaviors I should know about?
- Can I stop a response, clear a thread, or restart a line of work?
Tools & Data
Practical SOPs for parcel, ordinance, government data, utilities, records, document, image, and web workflows.
- What data sources does the agent use?
- What tools can the agent use, and how should I ask for them?
- What is the SOP for parcel and zoning lookup?
- What is the SOP for ordinance lookup?
- How should I use flood, wetlands, and soil tools before exporting?
- How do I use the project map modes?
- How do I export GIS data for CAD, QGIS, or Google Earth?
- How can the agent retrieve recorded plats and county records?
- How does the agent know about neighboring parcels and roads?
- What does the agent know about my parcel's structures?
- What is the best workflow for document search and image review?
- When should I use web search versus ordinance or document search?
Bootstrap & Ordinances
How ordinance discovery works, when chat unlocks, and how to fix a wrong-source ingest.
Documents & Reports
Upload limits and statuses, the report SOP, the DocEx editor, and every deliverable you can download.
- How do I upload documents correctly, and what are the current limits?
- What do upload statuses mean, and what should I do if one fails?
- What is the recommended SOP for generating a Due Diligence report?
- How do I use the DocEx editor safely?
- What's in the auto-generated Feasibility Assessment?
- How do I download reports, maps, and other deliverables?
Connect PrecisionDocs
Email my agent
Email your agent from any device, route to projects, and receive signed replies with deliverable download links.
API & Connectors
Connect Claude Code, Codex, Gemini CLI, Cursor, the Claude app or any MCP client with one URL and a browser sign-in. No API key.
- How do I connect Claude Code, Codex, Gemini CLI, Cursor or the Claude app?
- What is the exact setup for my app?
- How do I set up ChatGPT Custom GPT Actions?
- How should I handle PrecisionDocs API keys and connected apps safely?
- Can I do everything through the API that I can in the app?
- What is the normal API workflow?
- How do I connect a client that is not on the list?
Workspace and billing
Workspace & Collaboration
Sharing projects, inviting people, what stays owner-only, and your profile and agent identity settings.
- How do I share a project with a teammate who is already in my organization?
- How do I invite a new person (new email) to my organization?
- What can project members do, and what stays owner-only?
- How do unread badges and collaborator message markers work?
- How do I update my profile and agent settings?
- What is an organization, and who can use its credits?
Credits & Billing
What a credit is, what spends credits, what is free, how to read workspace usage, and how to buy, refill, and pay.
- What is a credit and how does the wallet work?
- What actually uses credits?
- What does not use credits?
- Why does one request cost more credits than another?
- Why do I see credits reserved before the work finishes?
- Where do I see what credits were used on?
- What happens when the wallet runs low, and how do I keep working?
- How does auto-refill work?
- How are API, MCP connector, and email requests charged?
- How do I buy more credits?
- How does pricing work?
- What is the Pilot and what happens when it ends?
- How do I manage payment methods, invoices, and billing history?
- What should I do if a payment fails?
- Why are my purchased credits or plan change not showing yet?
- We are on an older per-seat subscription - what is different?
Fix a problem
Troubleshooting
The fastest fixes for access, ordinance, report, and answer-quality problems.