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Prompting Guide

How to write effective prompts and sample questions to ask the AI when reviewing plans or building your estimate.

Ask is a powerful feature that allows you to ask the AI Assistant questions about the plans or the bid to check for its understanding and knowledge base. Below are some examples of good ways to leverage this function.

Identify AssumptionsScreenshot 2026-02-09 at 5.08.41 PM

  • List three things that are unclear from your review of the plans. Where did you need to make assumptions based on lack of information?
  • Do the plans include wall and material takeoffs? If so, please reference the sheet names where I can find this information.
  • Please list all items that are noted as to be owner-provided in the plans with sheet references.
  • Are there scope items that are difficult to quantify directly from the plans and may require allowances?


Screenshot 2026-02-09 at 4.46.09 PM
Understand basis for quantities

  • Can you break down your calculation for 220LF of cabinetry? (unit + material)
  • Compare the cost impact of fiber cement siding vs stucco.
  • Based on the plans, can you produce a takeoff for the framing materials and provide rough piece counts?


Other helpful questions

  • Can you create a scope of work statement for the client?
    • The response be pasted directly into the Project Summary of the Add-ons section your estimate.