AI in TrackerPlus

It reads the project. You make the call.

AI drafts the reports, notes and messages that take your evening, from what the project already holds. Nothing is sent or changed until a person presses the button, and every feature can be left off.

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Client reports

The fortnightly update, drafted from email, chat and queries.

Project Report reads the period’s email with the client and consultants, the project channels and the open queries, and writes each project’s position with what is waiting on whom. You edit it, rewrite it and copy it. Weekly Review & Reports

Project report

ReportsProject Report

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Project report

Prepare a clear client update from the latest project activity.

New client group

Client groupKestrel Property PartnersReporting periodSince last reportModelClaude Opus 5.5Generate new report

1 accounts · 2 projectsEmail connected: projects@harbourvale.example

Report draftModel: Claude Opus 5.530 Oct 2026, 03:22 pmDelete

7 queries · 13 emails · 6 chat messages · 3 outstanding

Copy to clipboardAI rewritewithClaude Opus 5.5

Kestrel Property Partners — Project update 30 October 2026

Please find below the current position on each project. Items waiting on your team are listed first under each project.

Kestrel Lane

Email summary

7 emails in the period with Fiona Hargreaves. Main topics: board decision on facade option 2 before tender award.

External chat summary

6 messages in the client channel (3 from the client). The main concern raised: tender queries unanswered for a week with the close approaching.

Combined summary

Tender documentation is complete and both tenderers have priced Addendum 2. The cost report puts the facade 9% over budget; three value-management options were issued and option 2 (about $186k saving, no change to the street elevation) is recommended for the board on Thursday. The team logged 154.3 hours in the period.

Outstanding items

Waiting on Ember Fire Engineering

Fire engineering report revision C for the stair pressurisation change — open 7 days (since 23 Oct)

Waiting on Kestrel Property Partners

Board decision on facade option 2 before tender award — open 0 days (since 30 Oct)

Closed since last update

Monthly cost report for the investment committee
Facade value-management options with cost and programme impact

A drafted update for Kestrel Property Partners, written by the model chosen beside Generate.

Meeting notes

Decisions and actions from every recorded call.

Record a video call or meeting and tick Write AI meeting notes. The summary, decisions, action items and follow-ups are posted in the conversation with the transcript attached. Only the sound is sent; the video stays on the computer that recorded it. Video Calls & Meetings

Meeting notes

Search channels, people and messages...

#Barker St Apartments-internalBarker St Apartments · InternalQueriesVideo call4

CD set — façade sheets

Open Drawing Set

Open Drawing Set TrackerPlus

Wednesday 28 October

Pinned by Priya

Priya4:10 pm

Coordination meeting moved to Thursday 10am — the services engineer can’t make Wednesday.

Friday 30 October

Lucy3:05 pm

Uploaded the revised balustrade detail. Clouded and ready for the planner.

👍 2

Priya5:32 pm

@team the builder’s pricing questions are due back by Wednesday. Can everyone look over the RFI list tonight or first thing tomorrow?

Today

Ben8:22 am

On it — I’ll take the façade and window items.

Priya10:41 am

📝

Meeting notes · Coordination with Clearspan and Rivulet1 Nov, 10:02 am · 38 min · AI notes from the recording

Reviewed the level 1–3 bathroom set-downs against the slab design and the relocated riser. Clearspan is comfortable with the set-downs; Rivulet needs the floor-waste falls confirmed before the slab pour.

Decisions:

• Keep the riser in its new position on grid C

• Set-downs stay at 50 mm; no slab thickening needed

Action items:

• Issue CN-202 Rev C with the confirmed falls — Ben

• Answer RFI-002 with the waste details — Priya

Follow-ups:

• Check penetrations at the level 3 transfer beam with Clearspan

TXTCoordination with Clearspan and Rivulet — transcript.txtText · 31 KB

Enter to send · Shift + Enter for a new line · in a list, Enter adds the next item, Tab makes it a sub-item

Notes from a coordination call with Clearspan and Rivulet, posted in the Barker St channel.

Write with AI

Say what you mean. Get it written.

In any conversation, describe the message or type a rough draft and press the wand. Rewrite tidies it; Translate to English turns a message written in any language into English.

Send it, put it in the box to edit, try again, or tell AI what to change.
Mentions, links, names and dates are kept exactly as written.
Staff only; clients never see it.

Write with AI

ask Bridget to confirm the floor-waste falls on CN-202 before Thursday’s slab pourRewriteTranslate to English

Suggested by AI

@Bridget Laine could you confirm the floor-waste falls shown on CN-202 Rev B before Thursday’s slab pour? We’d like to close RFI-002 before the builder sets out the set-downs.

SendReplace draftRetryDiscard

Not quite right? Tell AI what to change — e.g. shorter, mention it’s due FridayRefine

Message #Barker St Apartments-internal

A message to Rivulet drafted from one line, ready to send, edit or refine.

For your clients

Clients can bring their own AI assistant.

A client can connect Claude, or any assistant that takes custom connectors, to their portal. It answers questions about their projects, markups, queries, meetings and chat, and drafts queries for them, seeing only what their portal shows. The studio decides whether it may send chat messages, and every one is marked as sent through the assistant.

Client portal · AI assistants

AI assistants

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AI assistants

Connect your own AI assistant, such as Claude, to your portal. It can then answer questions about your projects, markups, queries, meetings and project chat, draft queries for you, and send messages in your project chat for you — seeing only what you see here.

Connect Claude

In Claude, open Settings → Connectors and choose Add custom connector.
Name it TrackerPlus and paste this address: https://trackerplus.io/mcp/clientCopy
Press Connect, sign in with your portal login if asked, and press Allow.

Other AI assistants that accept custom (MCP) connectors work the same way with this address.

What it can do

See your projects, markup sets, queries and upcoming meetings — only what this portal shows you.
Read your project chat channels with Harbour & Vale Architects.
Raise queries for you. Each one stays an unpublished draft on your query list — Harbour & Vale Architects isn’t notified until you press Publish beside it.
Send messages in your project chat for you, when you ask it to. They are posted straight away as you — no draft — and each is marked via Claude (or your assistant’s name) so Harbour & Vale Architects knows.

It can’t see anything else at Harbour & Vale Architects. What your assistant reads is handled under your own account with that assistant.

Connected assistants

ClaudeConnected 28 Oct 2026 · last used today

Disconnect

Dana Whitfield of Marlow Group with Claude connected to her portal.

Early warnings

A signal when a client relationship is cooling.

Optional monitoring reads the external client channels you link and scores the risk, with its reasoning for a person to read. It produces a signal, never an action, and internal channels are left out.

Projects · Lumen Hotel Rooftop Bar, client frustration

DashboardProjectsLumen Hotel Rooftop Bar — risk

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Back to projects

Lumen Hotel Rooftop Bar #A-2402

Primary model: Gemini 4 Argon · 15 messages read · analysed 1 Nov 2026, 23:40

Client frustrationUrgent81 / 100

The client has a fixed opening date and has watched three committed dates slip in a month (bar joinery, the shopfitter slot, liquor licensing plans). He has asked for a fee credit, questioned the studio’s resourcing and wants a written recovery programme. Immediate senior attention is needed.

No client channel or client chat to reassess.

Pick the models to re-run on this channel

GPT-6 AstraHas verdict
Claude Opus 5.5Has verdict
Gemini 4 ArgonHas verdict
Gemini 3.8 FlashNot yet run

Each selected model gets a fresh read of the whole channel — this costs one LLM call per model.Run reassessment (4)

The score, which model scored it, when and how many messages it read, then its reasoning for a person to act on.

And elsewhere

Smaller jobs, done quietly.

Drawing title blocks

Upload a set and each sheet’s number, title, views and scales are read from its title block. Fix any sheet inline.

AI Rewrite for addendums

Rough notes become formal addendum wording, or contract wording on a Construction phase’s RFI Responses.

Recorded client calls

Call a client from the desktop app on a Mac and record it; the summary and action items land in their communication log.

The help assistant

Every screen has a help assistant that knows the current product. Owners can switch it off for the workspace.

Each AI feature is switched on per studio, and none of them sends, publishes or changes anything without a person.
Project Report keeps only the short snippets it cites; full email bodies are read for the draft and not stored.
The privacy policy lists the AI providers and what each optional feature sends them.

See it for yourself

Open a drafted report in the live practice.

AI features in the demo give sample answers, so nothing leaves the demo.

Explore a live practice Start your workspace

Enter with your name and work email. No card required.

Next in TrackerPlusIntegrations

Xero, Slack and Dropbox, connected when you want them.