Smarter Estimates with AI – Fast, Accurate & Client-Ready

Creating accurate and persuasive estimates is no longer a manual struggle. With IntoAEC’s AI-assisted Estimate Builder, you can generate professional, client-focused estimates in minutes—designed to impress and close deals faster.

Select Your Client – Start with Precision

• First, click on the Client.

• From the list, select the specific client for whom the estimate is being prepared.

• This ensures the estimate is personalized and directly linked to the correct project.
   No mix-ups, just clean, client-specific data.

Navigate to the Estimate Module – Your Workspace

• Head over to the "Estimate" tab.

• This is your dedicated hub for crafting detailed cost breakdowns, timelines, and financial clarity.

Initiate Estimate Creation – Begin the Journey

• Click on "Create Estimate".

• A fresh workspace opens, ready to capture all the details that matter.

Choose Your Estimate Type – Tailor It to the Need

• Select the type of estimate you need (start from scratch).

• Click "Proceed" to advance. This step ensures your estimate structure matches the scope of your project.

Unlock AI Assistance – Your Smart Co-Author

• On the estimate creation page, click "Write with AI".

• This activates AI’s ability to help you craft a compelling narrative around numbers—making even cost breakdowns persuasive.

Guide the AI – Enter Your Prompt

• Provide a clear, detailed prompt describing the nature, tone, or specifics of your estimate.

• Select the Creativity Level (High, Medium, Low) to control the tone:

  • High → Persuasive & client-winning.

  • Medium → Balanced & professional.

  • Low → Straightforward & formal.

• Click "Generate" and let AI do the heavy lifting. 

Insert & Refine – Make It Yours

• Review the AI-generated draft.

• Once satisfied, click "Insert" to seamlessly place the content into your estimate. 

• From here, you can tweak numbers, adjust terms, or add notes to make it client-specific.

Deliver with Confidence

• Your finalized estimate is now structured, professional, and ready to share.

• send it directly to your client—building trust with clarity and efficiency.