Once you have an estimate created, you can use the AI Assistant to modify it directly. While you have the estimate page open, in the AI chat, enter a prompt describing what you want to change, click the Edit button below, and the AI will update the estimate for you.
Using Edit prompts is the fastest way to make larger structural, formatting, or scope changes without manually adjusting individual line items.
Common examples of Edit prompts:
- "Make the line item descriptions more concise"
- "Break out the bid by labor and materials"
- “Remove the site work and demo groups.”
- “Change all paint line items to high-tier finishes.”
- “Add a new group for electrical and include all associated rough-in, light switches, cans, and trim.”
- “Update all finish material line items to include 15% overage.”
Once the assistant is finished, you'll have a chance to review the proposed edits. The chat on the left will outline the changes at a high level, while you can see specific lines that have changed within the estimate to the right.
Previous line items will be highlighted in red, while the newly proposed line items will be highlighted in green. Make sure to click the Accept or Reject button at the bottom of the chat window to edit further.
To get the best results, be specific about which part of the estimate it applies to.
Each estimate has clearly named fields (shown in gray at the top and bottom of the estimate table). When asking for an edit, always refer to these exact field names so there’s no confusion.
The available field names are: Item, Description, Unit cost, Quantity, Unit, Markup, Total, Accounting code, Group, Cost, Profit margin, Estimate total
In the examples below, field names are underlined so you can see how to reference them correctly. We’ll start with a few common examples, then show specific ways users often ask for edits.
Example 1: Adding scope
Too vague
“add fire sprinklers to the bid”
Clear and specific
“Add a new Group for fire sprinklers. Within this group, include separate items for materials, labor, design, and permit costs.”
Example 2: Changing the total price
Too vague
“make the bid $1,000,000”
Clear and specific
“Adjust the Markup of each item so the Estimate total is $1,000,000.”
“Adjust the Unit cost of each item so the Estimate total is $1,000,000.”
Example 3: Adding exclusions
Too vague
“Add grading work to the exclusions.”
Clear and specific
“Add an Item for grading work within the Group called exclusions.”
Bottom line, the more clearly you name the field you want changed, the faster and more accurately your estimate can be updated.