Each BANNER is a supplier the estimator quotes for. It carries an export profile and, per product group, the BRAND that banner stocks — the takeoff names members in that brand (I-joists today; hangers and beams are scaffolded for when those selectors land). Add banners and set their brands here.

A CUSTOMER PROFILE carries one builder's preferences: partial formula overrides merged over the global assembly formulas, and default load settings. Assign a profile to a plan in ☰ Plan details — every BOM, export and email for that plan then uses the customer's math.

The estimator-behavior ledger: every takeoff adjustment — manual draws, edits, deletes, proposal verdicts, scale fixes, notes, exports — captured per user and plan. This is the raw material for learning how an estimator does proper estimating.

THE LEARNING LOOP (K159): every ★ run is recorded per sheet; every save scores it against what the estimator kept, edited, rejected or drew by hand; a lesson with enough evidence (3 sheets of 2 plans agreeing 80 %) becomes an adjustment the next run reads for that drafting style, and an adjustment that makes the style score worse reverts itself. Apply or revert by hand here — that is the manual training; nothing here ever memorises one plan's answer.

The Claude VISION producer reads each rendered sheet once (sheet kind/storey/title on every page; annotation regions, printed areas and joist notes on plan sheets) and caches the result with the plan — roughly $0.50 per plan, one time. It reads meaning only, never quantities; geometry still does all measuring, and your own edits always outrank it. Turning it OFF stops API calls AND makes every takeoff path ignore API-produced records — your own records and edits are untouched.

To re-read one plan's records: open the plan and use ↻ AI Re-read in its toolbar (clears API records only, never your edits). Who sees the AI buttons is set per user in the Users tab.