Draft an estimate with AI
Describe the job and get suggested lines from your own items.
What it is
The AI assistant is an optional helper. It turns a short description into estimate lines using your saved items and prices, so you start from a draft instead of a blank page.
1 Turn it on
- Open Settings → AI assistant.
- Turn on Draft with AI on estimates and save.
It's off by default. When it's off, no button appears and nothing is sent.
2 Use it
- In an estimate, click Draft with AI beside Add Line Item.
- Describe the work in your own words — for example "replace bathroom vanity and faucet".
- Review the suggested lines and prices, then add the ones you want.
Nothing goes on the estimate until you choose to add it.
Common questions
What is sent to the AI?
Only what you typed and your saved items (name, unit, price and description). Client names and contact details aren't sent.
Related guides
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