Creating an Estimate with the AI Assistant (Web App)
The AI Assistant lets you build an estimate by chatting instead of clicking through the Estimates screens. You describe the job in plain language, like you’re talking to someone taking notes, and the Assistant builds the estimate for you. This video walks through a full example: a 350 sq ft patio estimate.
Where to find it
The AI Assistant button is in the bottom left corner of the web app. Click it to open the chat window.
What the AI Assistant can do when creating an estimate
Find or create the customer. Tell it who the estimate is for. If the customer already exists, it pulls up their record and property. If they’re new, it asks the questions it needs to create the customer.
Set up the job. It creates the job with a name, work area, division, and cost code. You can change any of these later.
Find a template. It searches your own templates for a match (for example, anything patio or paver related) and asks which one you want. If you don’t have a fitting template, it looks in the SynkedUP template library and suggests one.
Fill in quantities. If your items have production rates, just give it the dimensions (for example, “this is a 350 sq ft patio”) and it applies them automatically. If there are no production rates, tell it the amounts directly, like hours of labor or tons of stone.
Add or change items. Ask for specific items in plain language (for example, “add seven sticks of edge restraint”).
Set a custom total price. Ask it to round or override the total (for example, “round that to a total of $17,000”).
Write the proposal description. Tell it what to focus on (for example, “an area to entertain family and friends”) and it writes the description, then asks if you want changes.
Good to know
You stay in control. The Assistant asks for your approval at several steps along the way and explains what it’s doing as it goes.
Nothing is sent to the customer automatically. The Assistant builds the estimate only. You review it and send the proposal yourself when you’re ready.
Everything can be edited afterward. The Assistant builds the structure of the job quickly. You can open the job and adjust anything after it’s done.
If you disagree with something, just say so. You can redirect the Assistant at any point by telling it what you want instead.
When to use it
The AI Assistant is a good fit when you want to talk your way through an estimate instead of pointing and clicking, then fine-tune the details afterward.