AI estimates & proposals
Describe the job — AI drafts a priced Good/Better/Best estimate from your own history.
Describe the work in plain English and the AI Estimate Assistant drafts a Good/Better/Best estimate with priced line items — grounded in your own past jobs and a shared catalog of thousands of parts, so the numbers reflect what you actually charge.
You review and adjust, then present it as Good/Better/Best options the customer approves in a tap — and an approved proposal flows straight into a scheduled job, no re-keying.
Highlights
- AI drafts from a plain-English scope
- Priced from your past jobs + parts catalog
- Good/Better/Best, one-tap approval
- Approved proposal → job automatically
How it works
- Type the scope the way you would say it to a customer — “replace 50-gallon gas water heater, add expansion tank.”
- The AI drafts Good, Better, and Best options with priced line items, pulling from your past jobs and the built-in parts catalog.
- You edit anything — prices, parts, wording — before the customer sees it.
- The customer picks an option and approves it in a tap.
- The approved proposal becomes a job, ready to schedule, with no re-keying.
Questions
Does the AI send estimates to customers on its own?
No. The AI only drafts. You review and adjust every estimate before it goes out.
Where do the prices come from?
From your own past jobs and a shared catalog of thousands of parts, so the draft reflects what you actually charge rather than a generic price list.
What happens after the customer approves?
The approved option turns into a job automatically, so the office does not re-enter anything.