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How Baseline PCR works, screen by screen: jobs, evidence, drafting, review, approval, delivery, settings, team and billing.
- Approving, Signing and Delivering a Report
What approval does, how the PDF is rendered, the delivery options (download, email, share link, reliance letter), what it costs (nothing further) and when.
Updated September 18, 2026
- Exporting and Deleting Your Data
What you can download, how to delete a job or close the firm's workspace, what is retained and for how long.
Updated September 18, 2026
- Field Notes and the Pre-Survey Questionnaire
How to write field notes the engine can use, what the questionnaire link does, and how reported information is attributed in the report.
Updated September 18, 2026
- Firm Settings, Letterhead and the Unit-Cost Library
What lives in Firm settings, how the letterhead and boilerplate reach the PDF.
Updated September 18, 2026
- Getting Started: From Walkthrough to Signed Report
The whole Baseline PCR flow: create a job, upload the evidence, draft, review the draft in the workspace, approve and sign, deliver the PDF.
Updated September 18, 2026
- Pricing and Billing
What a report costs, what counts as small, medium and large, how the firm plan works, when the charge happens, and what the first-report-free rule covers.
Updated September 18, 2026
- Reviewing and Editing the Draft
The report workspace: the four tabs, what each field edits, how quantities and unit costs change the totals live, the checks and the reviewer checklist.
Updated September 18, 2026
- Uploading Photographs and Documents
What to upload, what the engine does with each photograph and document, how the E2018 photograph minimums are tracked.
Updated September 18, 2026
- What Baseline PCR Does and Does Not Do
The boundaries, stated plainly: drafting help for qualified professionals, no professional opinions, no field capture app, no agency forms yet.
Updated September 18, 2026
- What Drafting Does, Step by Step
Exactly what happens when you click Draft report: classification, extraction, structuring, cost tables, narrative.
Updated September 18, 2026
- Your Team: Inviting Colleagues and Roles
How to invite the field observer and the reviewer, what owners and members can do, and why each person should sign in as themselves.
Updated September 18, 2026