Watch tutorial — 2 min
Step by step
- 1Open the AI Assistant
- 2Describe the job, for example "Create a $760 estimate for Sarah Miller"
- 3Review the generated line items
- 4Send it to the customer
Related questions
Can I edit before sending?
Yes, every line item is editable.
Does it use my price book?
Yes, it pulls pricing from your saved services.
Is anything sent automatically?
No, nothing goes out until you approve it.