Use job notes plus photos, plans, or other files to generate a draft quote.
Steps4
Time5-10 minutes
Screenshots4
Step 1
Write specific job notes
Type the job as plainly as possible. Include access, quantities, exclusions, site constraints, and the trade-specific details that change labour or materials.
Screenshot from the running app: Write specific job notes
Step 2
Attach photos or plans
Add clear photos, PDFs, plans, or supporting files. Keep the attachments focused on the work so the AI has less irrelevant material to read.
Screenshot from the running app: Attach photos or plans
Step 3
Generate and wait for progress
Start generation and let the progress state finish. If the job needs clarifying questions, answer the ones that affect scope or price before continuing.
Screenshot from the running app: Generate and wait for progress
Step 4
Check the generated quote
Review the generated lines against the real job. Correct the price book, quantities, labour, or scope before sending the customer version.
Screenshot from the running app: Check the generated quote
