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Viewpoint Construction Software
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AI
Viewpoint AI Chat Assistant

How can I help with your Viewpoint tasks today?

I need to create a custom report showing labor costs by project.

I can help with that! Here's how to create a labor costs report:

  1. Go to Reports > Financial
  2. Select "Job Cost Journal"
  3. Click "Customize"
  4. Filter by "Labor" in the cost types
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User Friendly

Simple interface designed for construction professionals

Step-by-Step Guidance

Get clear instructions for any Viewpoint task

Introducing Viewpoint AI Chat

Unlock Viewpoint's Power With AI Chat

From navigating complex menus to generating custom reports, Viewpoint AI Chat gives you instant, step-by-step guidance in plain English.

This interactive chat understands your questions and delivers clear, actionable answers — including how-to guides, feature explanations, and data insights — all without leaving Viewpoint.

  • Natural language understanding

    Ask questions in plain English, just like you would to a colleague

  • Step-by-step guidance

    Get clear instructions with screenshots when needed

  • Contextual help within Viewpoint

    Get assistance right where you need it, without switching applications

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Common Viewpoint Challenges

Real Viewpoint Frustrations,Solved Daily

These are actual challenges reported by Viewpoint users that our AI Chat Assistant helps solve.

Complex Navigation

"I need to upload a subcontractor's insurance certificate..."

With AI Chat, ask "Where do I upload a subcontractor insurance certificate?" and get the exact path instantly.

Confusing Reporting

"I need a 'Job Cost vs. Budget' report for Project X..."

With AI Chat, just say "Generate a Job Cost vs. Budget report for Project X, only showing labor" and get it instantly.

Steep Learning Curve

"I'm a new Project Admin. My main task today is to enter daily field reports..."

With AI Chat, ask "How do I enter a daily field report?" and get step-by-step guidance...

Data Entry & Accuracy

"I'm trying to enter a new purchase order, but I keep getting an error..."

With AI Chat, simply ask "What's the cost code for earthwork on job 2023-005?" and get the exact code instantly.

Solutions Tailored to Your Role

Every construction professional has unique challenges. Our AI assistant provides role-specific guidance.

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Project Managers

Streamline project oversight and decision-making

Real-Time Project Status

The Challenge

Getting a quick overview of project health across multiple jobs

AI Solution

Ask 'What's the status of Project Alpha?' and get an instant dashboard with budget, timeline, and key metrics

Example Query

"Show me all projects that are over budget this month"

Time Saved: 2-3 hours per week
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How Viewpoint AI Chat Solves Daily Challenges

See actual user questions and how our AI assistant provides immediate, actionable answers in a familiar chat format.

See It In Action

Guided Payroll Process Timeline

How do I run payroll in Vista? It's so complex with multiple unions, different state regulations, and our multi-company setup.
I can guide you through your current payroll run with this interactive timeline. Here's an overview of where your current pay period (ending 06/30/2025) stands:

Collect Timecards

45 of 46 timecards submitted (97%)

Calculate Wages & Deductions

Gross wages: $125,000. Taxes: $26,500. Net Pay: $98,500.

Review Payroll Register

Preview report generated. 120 employees. Awaiting your review.

Finalize & Post Payroll

Not yet run – awaiting your approval on Payroll Register.

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Simplifying Report Configuration

I need a 'Job Cost vs. Budget' report for Project X, showing only labor costs, summarized by cost code. Selecting the right filters is a nightmare.
I can help you build that report. I've pre-selected the 'Job Cost Journal' report template and applied the following parameters:
  • Project: Project X
  • Cost Types: Labor only
  • Summarization: By Cost Code
  • Columns: Budget, Cost to Date, Variance, % Complete

Would you like me to generate this report now?

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Getting Accurate Job Cost Reports

I'm always confused about which job cost report to run in Vista. There are so many options! I just want a clear breakdown of budget versus actuals for my projects.
It's totally understandable to feel overwhelmed by all the report options! For a clear budget vs. actuals view, I usually recommend starting with these:
  1. Try the 'JC Job Cost Detail' or 'JC Job Cost Summary' reports. These are great starting points.
  2. The 'PM Budget vs Actual' report is also excellent for a project manager's perspective.
  3. Remember to use filters! You can narrow things down by specific 'Job', 'Cost Type', or 'Category' to get the exact data you need.
  4. Pay attention to the 'As Of Date' or 'Period Ending Date' parameters to ensure you're looking at the right timeframe.
  5. Don't be afraid to use the 'Report Options' or 'Modify' button to tweak columns and summarization levels until it makes sense for you.

Once you get the hang of these, we can explore more advanced reporting if you like!

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Speeding Up Onboarding

I'm a new Project Admin. My main task today is to enter daily field reports. Where do I even begin in Viewpoint? The training was weeks ago.
Welcome! To enter a Daily Field Report:
  1. Navigate to Field Management > Daily Reports
  2. Click 'New'
  3. Essential fields are: Date, Job Number, Weather Conditions, Crew on Site

I can walk you through each section: Manpower, Equipment, Materials, Subcontractors, Notes, and Photos.

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Ensuring Data Accuracy

I'm trying to enter a new purchase order, but I keep getting an error about an 'invalid cost code.' How do I find the correct code for earthwork on job 2023-005?
The cost code for earthwork on job 2023-005 is 4567.
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Benefits

Transform Your Viewpoint ExperienceDrive Real Results

See noticeable improvements in productivity, accuracy, and team confidence with AI-powered assistance.

Accelerate Onboarding

Get new team members productive faster with instant, contextual guidance for any Viewpoint task.

Quickly get up to speed without formal training

Streamline Operations

Eliminate wasted time searching for answers. Get immediate help with reports, processes, and workflows.

Reduce friction and manual effort across your workflow

Enhance Accuracy

Avoid costly mistakes with intelligent guidance on data entry, coding, and compliance steps. Get the support you need.

Enter data more confidently, with fewer second guesses

Build Confidence

Empower your team with expert help available on demand — turning complex tasks into simple conversations.

Support that's always there when you need it