Help Center · Using AI
AI estimate writing
0:54 · captions are built into the video · narrated by Hannah
AI estimate writing
Walk the property with your phone, take photos and say or type what you see and what you'd charge. Claude turns it into a written report with areas, problems, and priced work for you to check and save.
Start the walkthrough
- In the crew app, tap Add Estimate, then Build an estimate, and pick the customer. (0:00)
- Tap Take Notes. (0:07)
Capture what you see
- Photo or Upload: a wide photo of each area, then close-ups of problems. (0:08)
- Note to type, or Talk to say it out loud. Video works too. (0:14)
- Say your prices as you go, for example "strip and seal at 2.40 a foot" or "rust stain by the garage, 150". (0:18)
- Change Area for the next photo or note as you move around the property.
Write the report
- Tap Write Report. Claude reads the photos and notes and writes the report, usually in under a minute. (0:23)
- The report has a Summary, Areas (with Good, Watch or Problem), Problems Found (linked to the photo and note numbers), and Recommended Work & Prices. (0:30)
How prices work
- Claude only uses prices you said or typed. It never guesses a price. (0:35)
- Per-square-foot prices are multiplied out for you (for example 1,250 sq ft × $2.40 = $3,000). (0:38)
- Work with no price in your notes is left blank with "No price in your notes yet. Type it here." (0:41)
- Tick Optional add-on for extras. They stay out of Total (Without Optional). (0:44)
- Use Add A Line Item or × to add or remove work.
Check and save
- Crew Notes (team only): gate codes, pets, sprinklers, access. Customers never see these. (0:48)
- For the Customer: a short, friendly summary. Tick Show this report on the customer's page to share it (no prices, no crew notes).
- Tap Save report. (0:51)
Good to know
- Switch to Job day at the top to write a job-day report of the work done, with materials used.
- Claude can make mistakes. Check every line before you save.