Build your Install Card library
The fastest paths to a working library — a starter pack, your product catalog, or a plain-English description.
Quick Start Wizard
If your organization has fewer than 10 Install Cards, the Quick Start Wizard appears in Library → Install Cards. It offers industry-specific starter packs (MSP Starter Pack, AV Integrator Pack, etc.) with pre-built draft cards for your most common services. These are starting points — customize each one to match your actual labor and pricing.
Creating cards with the Expert Assistant (recommended)
The fastest way to build your library. Click Add Install Card in Library → Install Cards — it opens the Expert Assistant chat — then describe the service in plain English.
"We install wireless access points. Usually 2-4 hours per AP depending on ceiling type. Concrete ceilings take longer. If it's a high-density area like a gym or conference room we use a different AP model and it takes a bit more time."
The AI generates a complete card including: name, description, base tasks with quantity ranges, suggested options, scoping questions, and selection rules. Review the preview, adjust anything that does not look right, and save.
The more specific your description — ceiling types, quantity ranges, special conditions — the more accurate the generated card will be.
Building cards from your product catalog
In the Expert Assistant tab, click Scan catalog. DarkBird embeds your active products, groups them into semantic clusters by similarity, and proposes Install Cards from the confirmed clusters. Accept the ones you want; dismiss the rest.
You do not need to click Scan catalog after a catalog import or a PSA resync — importing a product CSV or resyncing your PSA catalog re-runs the embed → cluster → propose pipeline in the background automatically, so new proposals are waiting for you. Scan catalog is for when you want to re-run it on demand.
To keep proposals fresh without thinking about it, turn on Auto-Scan Catalog Every 30 Days in Settings → AI Preferences. It re-runs the scan on its own once your last one is more than 30 days old.
What you can do in the chat
- Review catalog-generated proposals — cards the Bird already built from your product clusters appear as a proposals list. Accept to add to your library, or dismiss.
- Describe a service in plain language — the Bird asks a short series of clarifying questions (unit of measure, labor steps, hours) and proposes a card, shown side-by-side for review before you accept it.
- Ask questions about your catalog or library — the chat surface doubles as a general Q&A entry point for the Install Cards area.
Where else to find pending items: Proposed Install Cards, unconfirmed product clusters, and card-update proposals all also surface in the Inbox nav item — a single aggregated view of everything awaiting a decision, so you do not have to remember which tab a given item lives in.
Simple Mode vs Advanced Mode
The card editor has a Simple Mode toggle in the top right. Simple Mode hides advanced fields (Behavior, Assumptions, Exclusions, Selection Criteria) and focuses on just the essentials. Use Simple Mode for straightforward cards. Switch to Advanced when you need full control.
Smart Product Assistant
While designing an Install Card, the Smart Product Assistant analyzes your card's name, description, and existing Bill of Materials and proactively suggests matching products from your catalog. If a product is not in your catalog yet, it researches the latest hardware specs and industry-standard models online and surfaces recommendations you can add directly.
The Smart Product Assistant is on by default. Turn it off in Settings → AI Preferences if you would rather not have the AI research products online.