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Dashboard

Chat

Vendors

Clients

Budget

Estimating

Documents

Projects

Reports

Admin

Settings

Active projects

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Task overview

—Active

—Overdue

—This week

—Rate

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Calendar

Chat

↓ New message

✎ editing × cancel

Select a folder from the tree

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Company Profile

Company Name

Phone

License No.

Address

Project Editor

Type

Status

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Cost Codes

Workspace-wide · used across every project

Credentials & Integrations

GitHub

Mumblz2/rezzy-brain

No expiry set Manage →

Claude API

sk-ant-···

No expiry set Manage →

Cloudflare R2

rezzy-personal

No expiry set Manage →

Pinecone

rezzy-memory · pcsk_tJJ···

No expiry set Manage →

Rezzy Token

rz-tok ···

No expiry set Active

SerpApi API Key

—

No expiry Manage →

Backup & Export

Tasks CSV

All active & archived tasks

Full Backup

Tasks, core.md & all project files as ZIP — stored in R2

Backup History

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Restore from Backup

Upload a .zip backup file to preview and restore its contents.

Index Sync

Remove orphaned index entries for files deleted directly from R2. Use only to recover from out-of-band R2 deletions.

User Management

Multi-user coming in V3

Trash

Items are permanently deleted after 30 days.

Files

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Business Records

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Events

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Permits

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Spec Templates

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✎ Photo

% built

ACTIVE

Notes

Billing

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Tasks

Calendar

Documents

Design

No schedules yet

Photos

No photos yet

Reports

Coming soon

Budget

Profile

Name

Business

Phone

Location

Appearance

Theme

Accent Color

Font

Inter Sans-serif

System Device default

Roboto Sans-serif

Poppins Sans-serif

Lato Sans-serif

Merriweather Serif

JetBrains Mono Monospace

DM Mono Monospace

Performance

Poll Interval

Every 30s

Cache

GitHub API cache active

Memory Management

Rezzy uses semantic memory to recall past conversations. Remove memories here.

Remove all stored memories across all projects

Notifications

Notifications — coming V3

Logs

The whole cost spine (budget, change orders, margin) is the same either way — this only changes how the owner is billed. Locks once the first invoice or pay app issues.

Start Date

Target Date

Type the project name to confirm:

Set an expiry date for this credential as a reminder to rotate it.

This will overwrite your current tasks and project data. This cannot be undone.

This will permanently delete this note. This cannot be undone.

No file selected

File

Section

Direction

File Type ●

Counterparty (vendor, client, or issuing authority) ●

Amount (optional)

Cost Coding (optional)

Proposed Value (optional — what this would cost if it proceeds)

Expiry Date (optional)

Summary ●

Filename

This will permanently delete the task. This cannot be undone.
(To recover a task, use Complete instead — archived tasks can be resurrected.)

Permanently delete this photo?

This cannot be undone.

Permanently delete ?

This cannot be undone.

License #

License Expiry

Insurance Expiry

Coverage Amount

W-9 on File

Scope of Work

Status

Payment Terms

Delete ? This removes the vendor record and its Pinecone vector. Any R2 documents remain in storage.

Payment Method

Terms

Delete ? This moves the client to Trash (recoverable for 30 days) and removes its Pinecone vector.

Set

Which set does this join?

Name

Baseline revision

PDFs

Drawing PDFs

Sheets

Extraction suggests each sheet's number, title, and discipline — confirm or correct before saving.

Authority

Municipality / AHJ

Agencies first — any vendor is allowed (private providers and expediters are vendors, not agencies).

Scope

Permit type

Scope label (optional)

Applied date

Permit number (optional)

Application

The filled city form (optional)

Revisions carried

One submission can carry several revisions — that is the fee-lumping model. Leave empty for an original application.

Note

A drawing depicts scope, not a spend breakdown — cost type lives on the financial record, not the sheet.

Documents is a received container. Marking a document as issued does not move it — it corrects the record so the Billing hub can find it where it belongs.

Delete ? This moves the event to Trash (recoverable for 30 days) and removes its Pinecone vector.