What ai assistant tasks does PlanOps include?

PlanOps provides 95+ AI assistant tasks purpose-built for UK construction projects. Each task automates a specific construction management workflow — from generating monthly progress reports and reviewing contracts, to processing form submissions and analysing programme delays. Tasks are triggered on demand or run automatically when forms are submitted.

What document templates does PlanOps include?

PlanOps document templates produce structured, regulation-compliant construction documents using your project data. Each template generates a complete document — health and safety plans, quality plans, environmental management plans, progress reports, and building log books — pre-populated from your project information and formatted to your organisation's branding.

What form templates does PlanOps include?

PlanOps includes 58 ready-to-use digital form templates covering every aspect of construction site management. Forms can be issued to internal team members or external parties, completed on any device, and automatically trigger AI assistant tasks on submission — turning a scaffold inspection into an analysed report, or a daily site diary into tracked metrics.

What inspection & test plan templates does PlanOps include?

PlanOps provides 21 Inspection and Test Plan (ITP) templates spanning architectural, civil, electrical, MEP, and structural disciplines. Each ITP defines the inspection stages, hold points, witness points, and critical control points for a specific trade package — from piling and foundations through to painting and decorating.

271 automations & templates

Everything your project needs, ready to go

AI assistant tasks, document templates, digital site forms, and inspection & test plans - purpose-built for UK construction teams.

140

AI Assistant Tasks

96 on-demand, 44 automatic

Document Templates

Branded & compliant

Form Templates

Digital site forms

ITP Templates

All major trades

AI Assistant Tasks

140 available

Automated workflows powered by specialist AI agents. Tell PlanOps what you need and the right agent handles it.

On demand

Create Agent Task (Advanced)

Need full control over a complex agent task? Create or modify agent tasks with complete control over inputs, workflow steps, and outputs — upload an existing…

Planning

On demand

Create Agent Task (Basic)

Want to create a new agent task without dealing with complex configuration? Describe what the task should do, specify inputs and outputs, and the agent will…

Planning

On demand

Asset Handover Pack Generator

Generates structured asset handover packs for water, wastewater, and utilities infrastructure assets. Fetches project documents and test results, then…

Reporting

On demand

Assign ITP Templates to Packages

Packages missing their inspection and test plans? This task matches and assigns ITP templates to project packages based on package type — optionally using AI…

Quality

On demand

BEP (BIM Execution Plan) Generator – Simple

Need a simple BIM Execution Plan that reflects your project's information requirements? This task analyses your EIR / information requirements, project brief…

Project Setup

On demand

BEP (BIM Execution Plan) Generator – Standard

Generate a standard ISO 19650-2 BIM Execution Plan. This task analyses your EIR / information requirements, project brief and any other supporting documents,…

Project Setup

On demand

Construction Phase Health & Safety Plan Review

Not sure your Construction Phase H&S Plan meets CDM 2015 requirements? This task reviews the plan against Regulation 12(2) — producing a compliance report…

Safety

On demand

Contract Document Review

Need to understand the risks in a contract before you sign? This task reviews the document from a main contractor's perspective — producing a risk register…

Contracts

On demand

Create Form

Need a digital form but don't want to build it field by field? Describe what you need in plain language or upload an example document — this task generates a…

Forms & Templates

On demand

Create New Project

Creates a new project under the current organization with the standard project metadata (name, reference, location, sector, phase, dates, budget, etc.) and…

Project Setup

On demand

Create Upload Page

Need external parties to submit documents without giving them system access? Create a public upload page with a secure, branded link — allowing…

Documents

On demand

Defect & NCR Assessment Report

Struggling to see the bigger picture across your defects and NCRs? This task assesses all defect and non-conformance report events within a specified period —…

Quality

Document Templates

14 available

AI-generated construction documents. Branded, structured, and regulation-compliant.

Handover Pack for Asset Transfer

Structured document for infrastructure asset transfer to the client or adopting authority. Sections cover asset register, as-built drawings index, commissioning certificates, O&M manual references,…

Handover Document

BIM Execution Plan (Simple)

Simplified BIM Execution Plan (BEP) template aligned with the principles of the ISO 19650 series. Organisation-agnostic and stage-neutral, it captures the essential information management…

Bim Execution Plan

BIM Execution Plan (Standard)

Standard-tier BIM Execution Plan aligned with BS EN ISO 19650-2. A delivery-focused working BEP covering document control and project/site/building information, project milestones and exchange…

Bim Execution Plan

BREEAM Building User Guide - Facilities Management

Technical Building User Guide for Facilities Management teams, aligned with BSRIA BG 26 and BREEAM Man 04 (Commissioning & Handover) requirements. One of two separate guides required by BREEAM -…

Building User Guide

BREEAM Building User Guide - Occupant

Non-technical Building User Guide for building occupants, aligned with BSRIA BG 26 and BREEAM Man 04 (Commissioning & Handover) requirements. One of two separate guides required by BREEAM - this…

Building User Guide

Building Log Book

Building Log Book template compliant with Building Regulations Part L2 (Conservation of fuel and power), CIBSE TM31 and Action Energy GPG348. A statutory record of installed building services plant,…

Building Log Book

Construction Environmental Management Plan

Comprehensive construction environmental management plan template with environmental risk assessments and controls

Environmental Plan

Construction Phase Health and Safety Plan - PlanOps

PlanOps System construction health and safety plan template with detailed annexes

Health & Safety Plan

Construction Travel Plan

Construction Travel Plan template covering workforce travel, deliveries logistics, traffic management and sustainable transport measures to minimise the impact of construction on the local road…

Travel Plan

Infrastructure Monthly Progress Report

Monthly progress report for infrastructure projects covering programme status, safety performance, environmental compliance, statutory undertaker interactions, regulatory milestones, community…

Progress Report

Monthly Contractors Report

Monthly progress report for contractors including programme status, design team reports, subcontractor procurement, quality, health & safety, and financial information

Progress Report

Project Quality Plan

Project Quality Plan template, including roles, responsibilities, hold points, I&TPs and verification requirements.

Quality Plan

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Form Templates

88 available

Digital site forms for inspections, permits, safety checks, and daily records.

Handover Inspection

Formal handover inspection. The employer / end-user (or representative) inspects the works room-by-room and accepts the handover. Builds on snagging output — open snags appear as blocking items. A…

Audit16 fields

NEC4 Completion & Take Over Certificate

Formal NEC4 ECC Completion and Take Over record. The Project Manager certifies Completion (clause 30.2, within one week), and the Client takes over within two weeks unless the Contract Data states…

Audit28 fields

Site Visit Audit

Senior manager / director site visit audit. Pre-populated with planned activities, issued permits, expected site personnel, RAMS, active temporary works, and ITP inspections so the auditor can walk…

Audit19 fields

Snagging Walk

Pre-handover snagging walk. The principal contractor walks the works room-by-room (or zone-by-zone) to identify defects to remedy before handover. Every defect is auto-routed to the responsible…

Audit13 fields

Subcontractor Handover - Complex / Commissioned Systems

Full incoming handover from a specialist subcontractor whose works require commissioning, witnessed testing, statutory certification, and a structured post-handover support arrangement. Suitable for…

Audit48 fields

Subcontractor Handover - Simple Trade

Lightweight incoming handover from a subcontractor whose works carry no statutory certification, commissioning, or product warranty requirements. Suitable for labour-only and low-risk finishing…

Audit22 fields

Subcontractor Handover - Standard Trade

Standard incoming handover from a subcontractor whose works supply manufactured products under product warranty and require basic QA / inspection records — but do not involve commissioning or…

Audit33 fields

Temporary Works Dismantling Inspection

Pre-dismantling check on a Temporary Works package. Confirms no residual loads, environmental conditions are safe, dismantling sequence aligns with the design, and issues the permit-to-dismantle on…

Audit20 fields

Temporary Works Erection Inspection

Post-erection / pre-loading inspection of a Temporary Works package by a Temporary Works Coordinator (TWC) or competent person. Confirms compliance with the TW design, records modifications, and…

Audit21 fields

Considerate Constructors Audit

CCS (Considerate Constructors Scheme) audit form for benchmarking and scoring.

Audit24 fields

Environmental Checklist

Comprehensive environmental compliance checklist for construction sites.

Environmental23 fields

Noise and Dust Monitoring Log

Continuous monitoring log for noise and dust levels with threshold breach alerts.

Environmental22 fields

Inspection & Test Plan Templates

29 available

Pre-built ITPs for every major construction trade and discipline.

Blockwork & Masonry

ITP for blockwork and masonry construction

Architectural7 inspections

Culvert & Headwall Construction

ITP for pipe culverts, box culverts, precast and in-situ headwalls, and scour protection. Covers formation, bedding, pipe installation, concrete surround, and headwall construction.

Civil8 inspections2 hold pts

Drainage & Below Ground

ITP for below-ground drainage including foul, surface water, and attenuation systems

Civil8 inspections2 hold pts

Electrical Installation

ITP for electrical installation and testing to BS 7671

Mep7 inspections2 hold pts

External Cladding

ITP for external cladding and rainscreen systems including fire safety compliance

Architectural7 inspections3 hold pts

FF&E Installation

ITP for furniture, fixtures, and equipment installation

Architectural5 inspections

Fire Stopping

ITP for fire stopping and compartmentation including penetration seals, linear gap seals, and dampers

Architectural7 inspections4 hold pts

Floor Screed

ITP for floor screed installation including sand/cement, flowing, and proprietary screeds

Architectural8 inspections2 hold pts

General Earthworks

ITP for cut/fill earthworks, imported fill compaction, and formation preparation. Applicable to road construction, site levelling, and embankment works.

Civil8 inspections3 hold pts

Glazing Installation

ITP for window, door, and curtain wall glazing installation

Architectural5 inspections

Hard Landscaping

ITP for external hard landscaping including paving, kerbs, and external surfaces

Civil5 inspections

Highway Drainage & Kerbing

ITP for highway road drainage including channels, gully pots, linear drainage, and kerbs / edging. Covers setting out, falls verification, haunching, and jointing.

Civil7 inspections1 hold pts

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