magicplan

magicplan-adjuster-handoff

Prepare a neutral, carrier-ready adjuster handoff package from a magicplan restoration project — project geometry and affected areas, the documentation inventory, the estimate posture, and a clean list of open questions — following the built-in restoration adjuster-handoff playbook plus adjuster communication best practices. Use this whenever someone is getting a job in front of an insurer: "prepare the adjuster handoff", "put together the carrier package for this loss", "I need to hand this off to the adjuster", "write the adjuster narrative", "get this file ready for the insurance company", or "summarize this project for the carrier". Trigger it even when the person only says they're sending a project to an adjuster or carrier and wants it packaged properly.

magicplan-drying-report

Build a professional structural drying / moisture-progress report from a magicplan project's moisture instruments and atmospheric readings, aligned to IICRC S500 principles. Use this whenever someone wants to review, document, or report drying progress on a water-damage job: "generate a drying report", "how's the dry-out going on the Barbaro job", "pull the moisture readings into a report", "is it dry yet", "daily drying log", "psychrometric report", "show me the drying progress", "document the drying for the file", or "S500 drying documentation". Trigger it even when the person just asks whether a job has reached dry standard or wants the moisture history turned into something shareable.

magicplan-estimate-status

Surface the status of estimates in a magicplan project or across the workspace at a glance — which estimates exist, their status (draft, sent, approved, etc.), what they cover, and what's outstanding — without opening each one by hand. Use this whenever someone wants an estimate overview or to find work that needs action: "what's the status of the estimates on this job", "which estimates are still in draft", "show me all open estimates", "what estimates are waiting on approval", "estimate status across my projects", "which projects don't have an estimate yet", or "what needs to go out". Trigger it whenever the focus is estimate status, outstanding estimates, or estimate coverage rather than building a new estimate.

magicplan-mitigation-scope

Build a defensible water-damage mitigation scope of work from a magicplan project and the user's own price list — deriving line items (SKUs and quantities, no prices) through a short guided conversation, aligned to IICRC S500. Use this whenever someone wants to turn a magicplan loss into an estimate scope: "build a mitigation scope for this job", "derive the line items for the Stanton Close water damage", "scope this loss against my Xactimate price list", "what quantities should I estimate here", "create a scope of work from the plan", "help me estimate the drying for this project", or "turn this project into an itemized scope". Trigger it whenever the goal is an itemized mitigation scope or estimate from magicplan documentation — it will ask for the price list and clarify the situation before scoping.

magicplan-photo-review

Audit the photo documentation of a magicplan restoration project room by room — matching each photo to the plan object it documents (room, affected area, or instrument) and reporting where coverage is complete and where it is thin. Use this whenever someone wants to check or verify photo documentation: "review the photos on this job", "which rooms are missing photos", "is our photo documentation complete", "photo audit before I send this to the adjuster", "do we have before photos of the affected areas", "check the photo coverage per room", or "are the moisture meters photographed". Trigger it even when the person just asks whether a project is well-documented photographically or wants a per-room coverage checklist.

magicplan-project-summary

Produce a detailed, purpose-driven summary of a magicplan restoration project — rooms, affected areas, measurements, and documentation status (photos, moisture readings, forms, estimates, files), including the gaps. Use this whenever someone wants to understand, summarize, brief, or catch up on a magicplan project: "summarize project X", "what's the situation on the Barbaro loss", "brief me before my client call", "give me an overview of this job", "catch me up on unit 6188302", "write a status email about this project", or "prep me for the adjuster". Trigger it even when the person only names a project and asks "what's going on here" — the whole point is to turn raw magicplan documentation into a summary shaped for how they are about to use it (client call, email, internal brief, or quick status).

magicplan-workspace-report

Report across all projects in a magicplan workspace — list, filter, search, and roll up statistics (recent activity, projects by assignee, by time period, by documentation or estimate posture) and recommend the most useful cut based on what the person is after. Use this whenever someone wants a workspace- or portfolio-level view rather than one project: "how many projects did we open last month", "list all my active jobs", "show me everything assigned to Maria", "which projects haven't been touched in weeks", "give me a workspace overview", "projects by loss type", "portfolio dashboard", or "what's in the workspace". Trigger it whenever the scope is many projects at once, or when the person asks for counts, trends, or a filtered project list across the workspace.