AI Quote Generation

AI quotes use your credit balance:

• 1 credit per AI quote generation
• Credit deducted when you start
• Cannot be refunded once processing begins

• Shown in header/sidebar
• Visible when starting AI quote
• Warning when balance is low (< 3 credits)

• Check your credit balance
• Ensure you have at least 1 credit
• Can purchase more on Billing page

• Cannot start new AI quotes
• Can finish in-progress quotes
• Can create manual quotes (free)
• Purchase credit packs to continue

• Available on Billing page
• Various sizes (5, 10, 25, 50 credits)
• Credits never expire
• Add to existing balance

To begin an AI quote, navigate to your dashboard and click the "AI Quote" button, or go to Quotes > AI Quote from the sidebar.

The AI quote process has four main steps: 1. Capture - Upload photos and describe the project 2. Questions - Answer AI-generated questions about scope 3. Estimate - Review and adjust the generated quote 4. Send - Add client details and send the quote

• Click purple "AI Quote" button
• Confirm you want to use 1 credit
• Photo upload screen appears

• Photos of the job site (3-5 recommended)
• Brief project description
• Location (city) for pricing
• Few minutes to answer questions

The quality and quantity of photos directly impacts the accuracy of your AI estimate:

• JPG/JPEG (recommended)
• PNG
• HEIC (iPhone photos)

• Maximum file size: 10MB per photo
• Minimum resolution: 500x500 pixels
• Recommended: 1000+ pixels on longest side

• Take 3-5 photos for best results
• Multiple angles - Capture from different perspectives
• Include measurements - Show a measuring tape for scale
• Show existing conditions - Document what needs removal/prep
• Capture details - Close-ups of specific areas help AI

• Click to browse files
• Drag and drop photos
• Take photo (mobile camera)
• Select multiple at once

• Progress bar shows upload
• Thumbnails appear when complete
• Can remove photos before proceeding
• Reorder by dragging

After uploading photos, provide context for the AI:

• Brief description of the work
• Be specific about scope
• Mention special requirements

• "Kitchen backsplash installation - subway tile"
• "Interior painting - 3 bedrooms, 2 baths, trim included"
• "Deck repair - replace rotted boards, restain entire deck"

• City and state
• Used for local pricing data
• Affects material costs
• Determines labor rates

• Material prices vary by region
• Labor rates differ significantly
• Ensures accurate estimates
• Uses real local pricing

• Square footage (if known)
• Special notes
• Timeline requirements

Based on your photos and description, the AI generates 3-5 targeted questions:

• Material preferences (tile type, paint brand)
• Quality level (economy, standard, premium)
• Specific dimensions or quantities
• Special requirements or challenges
• Scope clarifications

• Adjusts material specifications
• Calculates accurate quantities
• Determines labor complexity
• Factors in special requirements

Example Questions:

*For a tile job:* 1. What type of tile? (Ceramic, Porcelain, Natural Stone) 2. Quality level? (Economy, Standard, Premium) 3. Pattern complexity? (Straight lay, Diagonal, Herringbone)

*For painting:* 1. Paint quality? (Contractor grade, Premium, Ultra Premium) 2. Include trim work? (Yes, No) 3. Wall condition? (Good, Needs prep, Significant repair)

• Be accurate, not optimistic
• When unsure, choose "Standard"
• Note any special circumstances
• AI adjusts estimate accordingly

After answering questions, AI builds your estimate in phases:

• AI examines each photo
• Identifies materials and surfaces
• Estimates dimensions
• Detects existing conditions

• Determines material quantities
• Pulls real-time pricing
• Calculates waste factors
• Optimizes for standard sizes

• Estimates labor hours
• Calculates complexity factors
• Applies local labor rates
• Factors in prep work

• Organizes line items
• Applies markups
• Calculates totals
• Prepares for review

Total Time: 30-45 seconds

• Spinning animation shown
• Phase status updates
• Can't navigate away
• Page auto-advances when ready

Once the AI generates your estimate, you'll see a complete breakdown:

• Materials list with quantities and prices
• Labor items with hours and rates
• Subtotals by category
• Total quote amount

Estimate Components:

• Item description
• Quantity with unit
• Unit price (from suppliers)
• Line total

• Work description
• Hours estimated
• Hourly rate
• Line total

• Materials subtotal
• Labor subtotal
• Tax (if applicable)
• Grand total

• Prices pulled from major suppliers
• Reflects current market rates
• Updated daily
• Location-adjusted

Adjust your profit margins with markup controls:

• Default: 15%
• Slider or input field
• Range: 0% to 100%
• Applied to material costs

• Default: 25%
• Slider or input field
• Range: 0% to 100%
• Applied to labor costs

How Markups Work: ``` Material Cost: $1,000 Markup (15%): $150 Your Price: $1,150

Labor Cost: $800 Markup (25%): $200 Your Price: $1,000 ```

• Move sliders to change
• Totals update in real-time
• Find your profit sweet spot
• Consider competition and value

• Standard materials: 10-20%
• Specialty materials: 15-25%
• Standard labor: 20-35%
• Complex work: 30-50%

Customize any line item in the estimate:

Editing a Line Item: 1. Click on any line item row 2. Edit modal opens 3. Modify fields as needed 4. Save changes

• Description
• Quantity
• Unit (sq ft, hours, each, etc.)
• Unit price
• Line total (auto-calculated)

• Click "Add Line Item" button
• Choose: Material, Labor, or Custom
• Enter details
• Item added to list

• Click trash icon on item
• Confirm deletion
• Item removed, total updates

• Drag handle on left side
• Drop in new position
• Order saved automatically

• sq ft, linear ft, each
• hours, days
• lot, set
• You can change units as needed

AI can generate "after" visualization images:

• Takes your "before" photo
• Generates AI visualization of completed work
• Shows client what finished project could look like

Generating After Images: 1. Mark a photo as "Before" 2. Click "Generate After" button 3. AI creates visualization 4. Review and approve

• Takes 15-30 seconds
• Powered by Gemini AI
• May generate multiple options

• Helps clients visualize results
• Increases quote conversion
• Sets expectations
• Professional presentation

• Visualization only (not exact)
• Works best for renovations
• May not be perfectly accurate
• Use as illustration, not promise

• In the quote photos section
• On public quote page
• Side-by-side with before photo

Finalize and send the quote to your client:

• Client name (required)
• Email address (required)
• Phone number (optional)
• Project address (optional)

• Start typing name
• Matching clients appear
• Select to auto-fill info

• Editable list of inclusions
• AI-generated suggestions
• Add/remove items
• Customize language

• Important exclusions
• Clarifies scope
• Prevents misunderstandings
• Editable list

• Common questions auto-added
• Based on project type
• Editable answers
• Helps client decide

• Set expiration date
• Default: 30 days
• Can customize
• Shown on public quote

Preview the quote before sending:

• Click "Preview" button
• See exactly what client will see
• Full quote display
• Mobile-responsive view

• Your business branding
• Project photos
• All line items
• Pricing summary
• Terms and conditions
• Sign & pay buttons (demo)

• QR code displayed in send modal
• Client can scan to view quote
• Great for in-person presentations
• Links directly to public quote

Using QR Code: 1. Show QR code on your device 2. Client scans with their phone 3. Quote opens instantly 4. No email needed

• Email: Client receives link via email
• Copy Link: Get URL to share anywhere
• QR Code: For in-person sharing
• Text: Copy link and text manually

Continue working on saved AI quotes:

• Processing in background
• You close browser mid-quote
• You navigate away
• You save for later

• Go to "In Progress" in sidebar
• See all pending AI quotes
• Status shows current state

Resuming Process: 1. Open In Progress page 2. Find your draft 3. Click "Resume" button 4. Continue where you left off

• Processing: AI still working
• Questions: Waiting for answers
• Ready: Estimate complete, ready to review
• Partial: In send step

• /quotes/new/ai?draft=[id]
• Bookmarkable
• Returns to exact state

• Drafts kept for 30 days
• Delete manually if not needed
• Credits not refunded on deletion

What to do when something goes wrong:

Common Errors:

• File too large (>10MB)
• Unsupported format
• Network issue
• Solution: Try smaller/different file

• AI took too long
• Usually temporary
• Click "Retry" to try again
• Usually works on second attempt

• Photos unclear
• Unusual project type
• Solution: Retry or add description

• Processing error
• Solution: Retry or contact support

• Retry Button: Attempt again
• Start Over: Begin fresh (uses credit)
• Contact Support: For persistent issues

• Use clear, well-lit photos
• Keep files under 10MB
• Ensure stable internet
• Provide detailed description

• Explain what went wrong
• Suggest next steps
• Link to support if needed