ERPNext-native AI estimating SaaS

Turn drawings into decisions, quotations, and procurement-ready scope.

Plan2Cost is built for construction teams that want AI-assisted drawing intake without introducing another disconnected takeoff system. Upload PDF, PNG, or JPG drawings, generate a confidence-aware preliminary BOQ, review AI risk flags, and move the same estimate into ERPNext quotation and delivery workflows from one tenant.

Start with a live self-serve trial account, or book a guided demo if you want us to walk your team through the workflow and ERPNext fit before rollout.
Instant self-serve trial PDF / PNG / JPG intake Multimodal OCR + CV takeoff AI project brief + estimate summary Manual override + confidence score ERPNext quotation + item sync Multi-tenant Press/Frappe ready

Illustrative working view

$182k sample concept-stage output from the live product model

Track area, wall length, cost profile, wastage, and contingency in one place without pretending the first pass is final.

640 m² Built-up area
412 m Wall length
9 rows BOQ items

Workflow

01Create project
02Upload drawings
03Analyze geometry
04Extract metrics
05Generate BOQ
06Push into ERPNext

Why operators switch

Most AI takeoff products stop at quantities and exports. Plan2Cost keeps the first estimate, the review loop, and the ERP handoff inside one controlled system instead of forcing re-entry into quotes and projects.

No rekey into ERP Files stay in tenant Per-site AI policy
Existing customer? Login with Email.
Self-Serve Trial

Create a live account and land straight in the workspace.

This is a real desk-access signup flow for the current tenant. New trial users get owner-isolated access, the Plan2Cost workspace as their default landing page, and up to 3 active projects on this site.

Instant access

Start with your own projects, drawings, and estimates.

The trial runs inside the live multi-tenant-safe app, but records stay isolated by owner-based permissions. You can upload drawings, run analysis, generate BOQ estimates, and reach the ERPNext handoff path without waiting for manual provisioning.

  • Desk login created immediately on this site
  • Default landing page set to the Plan2Cost workspace
  • Cost profiles remain readable while project records stay owner-isolated
  • Trial users can create up to 3 active projects
Live tenant Owner isolation ERPNext-ready AI copilot enabled
Create account

Provision your Plan2Cost trial now.

Use a work email, choose a password, and the site will create your desk account and sign you in automatically.

Existing Customer Login
Your login lands in the Plan2Cost workspace. Trial users can create up to 3 active projects on this site.
Why Switch

Built to beat generic takeoff software where operations actually get blocked.

The market already has standalone takeoff tools, managed takeoff services, and ERP systems with weak drawing intake. Plan2Cost is strongest when the buyer wants AI speed and ERP execution in the same operating model.

Standalone takeoff AI

Fast quantities, weak downstream execution.

Many products speed up measurement but still expect the commercial team to recreate quotation and project context elsewhere.

  • Another system to maintain
  • Manual re-entry into ERP workflows
  • Limited ownership of commercial context
Managed AI takeoff service

Useful for capacity, weaker for system ownership.

Service-led workflows can deliver outputs, but the company still lacks a persistent estimating system with its own rules and records.

  • Less tenant-level control
  • Harder to build internal estimation memory
  • Commercial handoff still depends on other tools
ERP-only workflow

Strong execution, weak AI intake.

ERP systems are where delivery and finance happen, but they rarely give estimation teams a modern drawing-analysis and copilot layer out of the box.

  • Manual drawing review burden
  • Spreadsheet-heavy first estimate
  • Limited AI guidance on early scope risk
Plan2Cost

AI intake, human review, and ERPNext handoff in one tenant.

Plan2Cost is designed for the first commercial answer and the downstream operational handoff, not just for takeoff screenshots.

  • Persistent AI project and estimate summaries
  • ERPNext quotation, item, and project linkage
  • Per-site AI policy, roles, and business defaults
Demo walkthrough

See the actual flow before you log in.

This guided walkthrough mirrors the live product path: create a project, upload a drawing, analyze it, generate the BOQ, and hand the estimate into ERPNext-ready workflows. The live site uses an interactive product reel so the demo stays honest to the working tenant.

Interactive product reel

Create the project shell.

Set location, building type, floors, company, and owner so the estimate starts in the right business context.

Construction Project
Project profile
Status
Owner

Upload a floor plan or PDF set.

Bring in PDF, PNG, or JPG drawings and keep each file attached to the project with its own analysis status.

Project Drawing
Upload queue
File type
Scale

Run multimodal AI analysis.

OCR detects scale text, CV estimates wall geometry, and the copilot records what was extracted, what remains weak, and what needs manual override.

1:100Detected scale
248 m²Floor area
164 mWall length
Analysis log

Generate a copilot-reviewed preliminary BOQ.

Rates come from the selected cost profile and each estimate row keeps a formula reference so the AI layer stays auditable instead of opaque.

BOQ rows
Subtotal
Contingency

Push the estimate into ERPNext.

Sync estimate items, create the quotation, and carry AI-generated context into downstream operational documents without retyping the scope.

ItemsERPNext sync
QuotationCommercial handoff
ProjectOperational link
Integration status

Watch it autoplay or click through each step.

The reel auto-advances, but each stage can also be selected manually. The live app on this tenant follows the same order and uses the same objects.

Existing customer? Login with Email. Need a guided evaluation with ERPNext fit review, procurement planning, or tenant rollout design? Book a demo.
Workflow

Built for the messy first estimate, not just the polished final one.

Drawings arrive incomplete, scales vary, and quantity certainty evolves. Plan2Cost keeps the pipeline production-safe with model-assisted extraction, human overrides, explicit assumptions, and a clear preliminary disclaimer at every stage.

Sales and preconstruction

Respond to incoming opportunities faster with a structured concept estimate, an AI-generated project brief, and less spreadsheet drift.

Quantity survey and estimation

Use AI extraction as a starting point, then override floor area, scale, and assumptions where the drawing quality does not support higher confidence.

Delivery and procurement teams

Take the approved estimate forward into ERPNext-oriented item creation, quotation output, project linkage, and later procurement planning.

AI-native architecture

An AI layer that stays grounded in drawings, formulas, and tenant policy.

Plan2Cost is not a marketing wrapper around a chat box. It combines multimodal drawing extraction, formula-based BOQ generation, persistent AI summaries on records, and site-level model controls so each tenant can decide how much automation to trust.

Multimodal intake

PDFs and images become measurable project context through OCR, CV-based geometry extraction, and drawing-level logs that preserve the evidence trail.

  • Drawing-level analysis status and logs
  • Scale, area, and wall-length signals
  • Manual override path when certainty is weak

Persistent copilot memory

Projects and BOQ Estimates keep AI-generated briefs, risks, next actions, and confidence scores on the record instead of losing context in chat history.

Project brief Risk flags Confidence score Estimate summary

Tenant-safe model policy

Each site keeps its own AI provider, model, temperature, and instruction policy in Plan2Cost Settings, with a deterministic heuristic fallback when no external model is configured.

  • Per-site AI configuration
  • OpenAI-compatible endpoint support
  • No hardcoded model or domain assumptions
Live Today

What is already working on this tenant today.

These are the current production-ready surfaces in the live Plan2Cost tenant. No mock dashboard, fake output, or pretend handoff layer is required to evaluate them.

Drawing intake and analysis

Upload architectural files, normalize PDF first pages into images, run OCR for scale detection, and estimate wall lines and floor area where the source permits it.

  • PDF, PNG, and JPG support
  • Scale text detection with fallback override
  • Preliminary geometry extraction logs

Cost profile intelligence

Store country, region, class, and rate assumptions in reusable profiles so each tenant can calibrate both estimate generation and AI review to its own market reality.

  • Regional cost assumptions
  • Labor, wastage, and contingency factors
  • Default-profile validation controls

BOQ generation with traceable formulas

Generate simplified quantities from extracted metrics and keep each row tied to a visible formula reference so the user can challenge the assumptions instead of trusting a black box.

Concrete Steel Blockwork Finishes MEP
ERPNext-ready

Estimate now, operationalize later.

Plan2Cost is not isolated from the ERP layer. It is structured so preliminary estimates can become operational records when the opportunity matures.

Commercial handoff

Convert BOQ estimates into ERPNext Quotations and carry customer, company, pricing, and project context forward.

  • Estimate to Quotation conversion
  • Project linkage to ERPNext Project
  • Sales workflow alignment

Master data generation

Create ERPNext Items from estimate rows so commercial and delivery processes can stop re-entering the same scope.

  • Item creation from BOQ rows
  • Supplier and BOM references per row
  • Item-group and UOM defaults per site

Procurement planning path

Prepare estimate quantities for later procurement workflows without hard-coding a single warehouse, customer, or company assumption into the app itself.

  • Site-scoped settings singleton
  • Warehouse-aware procurement previews
  • Future path to BOM and Stock Entry
Guided Demo

Book a working session around your real estimation workflow.

If you want a guided evaluation instead of exploring alone, use this path. We will walk the live tenant, review your drawing workflow, and show how the estimate moves into ERPNext without re-entry.

Step 1

Review the current workflow.

Start with how your team handles drawing intake, preliminary BOQ creation, commercial review, and the ERP handoff today.

  • Identify where re-entry and spreadsheet drift happen
  • Review estimation ownership and approval flow
  • Map where ERPNext needs to take over
Step 2

Walk the live product path.

Use the working tenant to show drawing upload, analysis, BOQ generation, AI review, and ERPNext handoff in one session.

  • Drawing analysis with logs and confidence-aware review
  • BOQ generation with formula references
  • Quotation, project, and procurement handoff path
Step 3

Define the next rollout step.

End with a clear answer on whether self-serve trial is enough, whether your team needs a guided rollout, and what data or defaults should be configured next.

  • Self-serve trial for immediate evaluation
  • Guided rollout for ERPNext-led teams
  • Enterprise path for multi-tenant deployment
Book Demo

Send your details and we will follow up with a guided evaluation.

Use this when you want more than a landing-page walkthrough. Tell us what you are estimating and we will tailor the session around the live product and ERPNext fit.

This request is captured on the live site and routed into the tenant's CRM layer for follow-up.
Access Paths

Choose the evaluation path that matches your team.

The live site supports two real ways to evaluate today: self-serve trial and guided demo. Enterprise rollout is available when the team needs tenancy, defaults, and ERPNext operating design aligned up front.

Self-Serve Trial

Best for hands-on evaluation right away.

Use the live workspace with desk login, drawing uploads, AI analysis, manual overrides, BOQ generation, and Excel export on the current tenant.

  • Immediate account creation on this site
  • Up to 3 active projects per trial user
  • AI copilot summaries, export, and print output
  • Owner-isolated records inside the live tenant
Start Free Trial

Guided Demo

Best for ERP-led or process-sensitive teams.

Walk through the live workflow with a real operator discussion around drawing intake, BOQ confidence, ERPNext handoff, and rollout fit.

  • Workflow fit review against your current process
  • ERPNext quotation, item, and project handoff walkthrough
  • Guidance on roles, defaults, and rollout design
  • Live product session instead of a concept deck
Book Demo

Enterprise Rollout

Best for multi-company or multi-tenant adoption.

Use the same product model with per-site defaults, ERPNext alignment, and a clearer implementation path across teams or business units.

  • Multi-tenant deployment model
  • Per-site AI provider and model controls
  • Custom onboarding and data setup
  • ERPNext integration design support
  • Roadmap alignment for procurement and execution workflows
Book Demo
Control & Deployment

Control the data, the AI policy, and the rollout path.

Records, settings, uploaded files, and AI runtime policy stay site-local through standard Frappe tenancy boundaries. The app avoids hardcoded domains, site-specific paths, fixed company assumptions, and fixed model endpoints so the same codebase can be reused across tenants.

Secure access and storage

Drawings resolve through Frappe file records and site paths, secure email login controls desk access, and each tenant keeps its own file space without cross-site leakage.

Per-site business and AI defaults

Company, customer, item group, price list, UOM, warehouse assumptions, and AI provider policy live in site-level Plan2Cost Settings, not in the code.

Human-reviewed AI outputs

The product never claims survey-grade certainty from weak drawings. Every estimate remains explicitly preliminary and dependent on drawing quality, scale accuracy, regional cost assumptions, and a visible human review step.

Live Tenant

Use the working tenant, validate the workflow, then decide how to roll it out.

The live site already supports the core product path: project creation, drawing upload, AI analysis, BOQ generation, export, and ERPNext handoff.