🤖AI Features

AI Estimate Generation

Let AI create estimates from text descriptions.

AI Estimate Generation

Describe a job in plain language and let AI build the estimate.

How to Use

  1. Click "AI Estimate" from dashboard
  2. Enter a project description
  3. Click "Generate Estimate"
  4. Review and edit the result
  5. Add client and send

Writing Good Descriptions

Be Specific: ❌ "Fix the bathroom" ✅ "Replace toilet, install new faucet, fix shower drain clog"

Include Quantities: ❌ "Install outlets" ✅ "Install 4 new outlets in the garage"

Mention Conditions: ❌ "Replace water heater" ✅ "Replace water heater, current unit is in tight crawl space, upgrading from 40 to 50 gallon"

What AI Considers

The AI uses:

  • Your pricebook services and prices
  • Standard labor estimates
  • Material requirements
  • Your historical pricing patterns

Accuracy Tips

  • Keep your pricebook up to date
  • Use consistent naming in descriptions
  • Review all AI suggestions before sending
  • Train the AI by editing and saving corrections

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