How to Manage Estimate Details with AI
Navigate to the Estimates module and select the specific estimate you wish to modify.
Locate and click the AI Assistant chat icon (typically found in the bottom corner of the Edit Estimate page).
In the chat interface, type your request. You can perform the following actions:
Add/Edit Fees: Enter a command like "Add a 5% project management fee."
Apply Discounts: Request a specific deduction, such as "Apply a $500 seasonal discount to this estimate."
Manage Taxes: Specify tax requirements, for example, "Apply a 7% state tax to all material line items."
Adjust Formatting: Use the command "Remove cost code numbering" to clean up the visual layout of your estimate.
Review the AI's proposed changes in the chat window.
Troubleshooting & FAQs
Troubleshooting
AI Assistant not responding: If the chat interface does not load or process your request, refresh the page and ensure you have a stable internet connection.
Changes not reflecting in Totals: If the AI confirms a change but the numbers do not update, try prompting it again or phrasing differently. Also note, the AI Assistant is better at smaller, simpler commands, not robust changes to the entire Scope of Work or estimate.
FAQs
Does the AI Assistant change historical estimates? No. The AI Assistant only applies changes to the specific estimate you are currently editing. It does not retroactively affect previously finalized or archived estimates.
Can I undo a change made by the AI? Yes. You can either use a follow-up command (e.g., "Remove the discount I just added") or manually edit the fee/tax fields in the estimate editor. Or you can also use the previous version and click revert.
What happens if I remove cost code numbering? The cost codes will remain associated with the line items for reporting purposes, but the numerical prefix will be hidden from the client-facing view to provide a cleaner aesthetic.