Have AI help build a quote
AI can speed up quoting, but it never sends a quote on its own — you always review, price, and send.
What AI does (and doesn't) do
AI helps you *draft* a quote — it suggests line items or pre-fills a draft. It never invents prices for items that aren't in your catalog, and it never sends a quote to a customer automatically. You always review and send.
Suggest line items from a photo
Open a work order and scroll to the line-item editor. Click 'Suggest from photo' and upload a photo of the equipment or issue. The vision AI reads the photo against your parts catalog and proposes line items.
It works from the photo — not the WO text
The suggester reads the photo you upload (plus any notes you add), not the work-order title or category. Items it matches to your catalog come back with your real price; anything not in your catalog comes back unpriced ('price TBD') for you to fill in. No photo means no suggestion.
Review, then add
You get a checklist of suggested line items plus a short scope draft. Tick the ones you want and click Add — they drop into the line-item editor. Adjust quantities and prices, then build and send the quote the normal way.
Turn a predictive alert into a draft quote
On the Alerts page, equipment-degradation and predictive-chemistry alerts have a 'Create quote' button. It builds a draft work order + draft quote with a title and scope description taken from the alert — but no line items or pricing yet, and no AI. Add the line items (by hand or with 'Suggest from photo'), then review and send.
Does it use my AI allowance?
Yes — each 'Suggest from photo' run counts as one AI call against your plan's monthly AI allowance. 'Create quote' from an alert doesn't use AI, so it doesn't count.
We're here.
Ask Dewey in plain English, or tell us what feature you wish existed.
Still stuck?
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