Estimate

Created by Emily A, Modified on Thu, 2 Jan at 1:31 PM by Emily A

Creating accurate and compelling estimates is now easier than ever with AI. Follow these simple yet powerful steps to unlock its potential:

1. Select Your Client: Begin by choosing the specific client for whom you’re preparing the estimate.

2. Navigate to the "Estimate" Option: Locate and click on the "Estimate" tab to proceed further.

3. Initiate the Estimate Creation Process: Click on "Create Estimate" to kickstart the process.

4. Choose the Estimate Type: Select the appropriate estimate type that aligns with your requirements, then click "Proceed" to continue.

5. Leverage the Power of AI: Tap on "Write with AI" to open up the creative possibilities of artificial intelligence.

6. Prompt the AI: Enter a clear and concise prompt in the text field that outlines the details or tone you wish to convey, then hit the "Generate" button.

7. Insert the AI-Generated Content: Once you’re satisfied with the AI-generated content, click "Insert" to seamlessly integrate it into your estimate.

By following these steps, you can effortlessly create estimates that are not only precise but also thoughtfully crafted to meet your clients' needs. Let AI elevate your workflow and redefine efficiency!

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