Help article 4 of 20 · 2 min

Draft a quote with AI

You’ll finish with: A priced draft quote from your rough notes or a site photo.

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  1. Open Tools → AI Estimator.

    In the app: Open the AI Estimator

  2. Paste your rough notes, exactly as you’d scribble them.

    “Hi, after a quote for a new driveway, roughly 10 x 12, exposed agg, old one needs ripping out, access is a bit tight down the side.” is plenty. Checking the site first? Run the Site Inspector photo check inside the same flow.

  3. Review the draft. Every line, rate and quantity is editable.

    The AI drafts, you decide. The margin gauge works exactly the same on an AI draft.

  4. Save and send it like any other quote.

    From here it’s the normal money path: send the link, they accept, e-sign, pay the deposit.

Worked examples on this page use a concreting job. Signed in, the same article uses examples from your own trade.