AI assists

AI assists are on every paid plan. Starter, Pro and Business differ in how many AI credits a month you get; the Free plan has none. The one exception is Magic Quote, which is Pro and above because a walkthrough uses far more of that allowance than anything here.

The line

Before the list, the rule that shapes all of it:

AI proposes. It never decides. Prices come from your own task list, and a person confirms everything a customer sees. AI can suggest a room, a task, or a time. It cannot invent one, and it cannot send anything on its own.

What it does

Draft quotes from your website leads. Your public request-a-quote page and widget accept up to five photos. The visitor's message and photos are read, and a draft quote is pre-filled with rooms and tasks from your own library — not from a general idea of what a property needs. You review and price every line.

An inbox that sorts itself. When a customer writes back — "can we move Friday?" — the message is filed and labeled whether it arrived as a text or as an email: confirming, reschedule, cancel or question, each with a one-line summary. No auto-replies. No automatic rescheduling. A person still acts on every message, in the customer inbox.

A suggested reply. Ask for a draft and one is written from the thread and from that customer's actual upcoming visits, so it can give the real date rather than a vague promise. It lands in the box for a person to edit or delete. Nothing is sent, and every consent and quiet-hours rule still applies to the send they make afterwards.

Estimates that learn. The app already compares estimated with actual visit time. From that comparison it suggests bounded adjustments to your task times, which you accept or dismiss one at a time. Quotes you have already sent never change; only the ones you send next get sharper.

A Monday-morning digest. A weekly email with the pipeline, money collected, the week ahead and what needs attention — the same numbers as your dashboard, with a short summary on top.

Copy that saves you the blank page. Drafts of:

• a personalized quote follow-up email (the link and the subject stay put)
• a "before you arrive" briefing on the printable work order
• a review request after a completed, paid visit — only once you have set your review link
• a reply to a review

Send any of them as drafted, or edit first.

Answers to "how do I…", right where you are. The help assistant answers support questions inside the app, grounded in this documentation and linking the article with the longer answer. Unlike everything above, it is on every plan — Free included — and uses no credits: asking for help is never metered work.

Switching it off

AI assists are configured in Settings, and a deployment with no AI provider configured simply has them off — the features disappear rather than failing strangely. Nothing else in the product depends on them.