Yes, you can edit a saved estimate with A.I. To do this, navigate to the folder where your estimate is saved, open the estimate, and tap the “Edit with A.I.” button. This will allow you to make further modifications using our A.I. assistance features. Please note, the Edit with AI button doesn’t work for taxes, […]
Create Invoice: How do I generate an invoice from the estimate?
To generate an invoice from an existing estimate: 1. Navigate to the estimate you wish to convert into an invoice. 2. Tap the three dots (menu icon) in the top right corner. 3. Select “Create Invoice” from the menu that appears. After selecting “Create Invoice,” you’ll be prompted to fill out additional fields to complete […]
Edit Estimate: How can I see the original estimate before edits?
To view the history of an estimate, you can tap into the estimate details screen and then tap on the History icon on the upper right. Please note, this is a view only feature at this time.
Create Estimate: Can I recover a deleted estimate?
Deleted estimates cannot be recovered. We recommend creating a folder called “Archive” for estimates you might want to reference later, rather than permanently deleting them. You can add a new folder by tapping the pencil icon on the homescreen and following the prompts.
Create Estimate: How do I return to my unfinished estimate if I accidentally exit or navigate away?
When you generate a new estimate again, you should see a pop-up asking if you want to continue with (or delete) your previous draft. Simply tap “Continue” and you’ll be able to resume working on your last estimate. The app automatically saves your progress so you can pick up where you left off.
Blueprints | Plans: Does the app take measurements?
While the app doesn’t take measurements, you can include those details in the “Describe Project” field. The more detailed this is, the more accurate your estimate will be. Additionally, you can upload photos and blueprints using the icons below the “Describe Project” field.
View Estimate: How can I view an estimate after I have saved it?
To view an estimate you previously saved in the app, you can either search for it using the search bar on the homescreen (e.g. you can search “Davidson Kitchen Remodel”. Alternatively, you can tap into the Projects folder at the bottom, tap into the folder where it’s saved and scroll down until you find the […]
Create Estimate: What types of estimates can this app do?
The app is designed for various projects, from small homeowner DIY jobs to large commercial construction projects. It also supports estimating for low voltage installations, cleaning, landscaping, and hardscaping projects. Many of our customers tell us they use the app for projects even beyond the app’s intended purposes, e.g. autobody work. We recommend trying any […]
Create Estimate: When I go to “Describe Project”, why does it say my project description is “Poor”?
This rating of your project description is based on how much detail you have provided. Including more information in the project description (including adding any photos/blueprints you may have) will improve the accuracy of your estimate. However, you can ‘submit’ a project description even if the app rates it as “Poor” but may not get […]
Create Estimate: How do I create a new estimate?
1. Tap the blue “+” button on the bottom of the homescreen, and then tap Estimate from the pop up menu. 2. Enter your project details on the description page. For maximum accuracy, be as specific as possible and include any relevant measurements that you have. (Note that the app can not automatically “read” measurements […]