AI Assistant Rules guide how the AI builds and edits estimates for your business. You can add custom rules by going to Settings ⚙️ then selecting Business from the menu bar to the left, and scrolling down to the AI Assistant Rules section.
You can set rules for any number of aspects of the estimate, from pricing to formatting to inclusions and verbiage.
Here are some common examples of rules you might add:
- Pricing guidance: “Always use high-tier finishes for pricing” or “Our average price per sq ft is $X–$Y”
- Formatting preferences: “Group estimates by trade” or “Always include quantities and units” or "Keep all line item descriptions concise"
- Standard inclusions: “Always include permits, cleanup, and project management”
- Exclusions: “Do not include appliances unless explicitly requested”
- Assumptions: “Assume mid-grade materials unless otherwise specified”