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Cara Product Documentation

Cara is construction and preconstruction software for Pinley Mechanical: bid intake, drawings and takeoff, estimating, project controls, field operations, and financials, with an AI copilot (Cara) running across all of it. Built by Codilas.

How this spec is organized

Section What's in it
Features The product broken down epic then module, mirroring the Linear epic map and the build. Start here.
Reference Deep supporting docs: per-screen walkthroughs, the technical spec, and the PM process.
Roadmap Release sequence, feature matrix, and launch readiness (checklists, gap register, Conor prep).
QA Onboarding How QA tests the product, module by module.
Legacy The archived insurance-compliance product this one grew out of.

Feature epics

The twelve epics, in delivery sequence. Full breakdown in the feature map.

  1. Platform Foundation
  2. Data Ingestion & Integrations
  3. Bid Intake & Pipeline
  4. Drawings, Documents & Takeoff
  5. Estimating & Proposals
  6. Award & Project Mobilization
  7. Procurement, Vendors & Compliance
  8. Project Management & Controls
  9. Field Operations
  10. Financial Management & Reporting
  11. Cara AI & Automation (spans every stage)
  12. Runtime, Delivery & Operations (spans every stage)

Stakeholders

Role Who
Client Pinley Mechanical (HVAC, NYC)
Development Codilas

Status

See the roadmap for the current release plan, and the feature map for per-module status.