Instructional video:
Review AI suggestions, choose scenarios, and apply selected recommendations to the work order.
What you will see in the AI Estimates modal
- Service Description for the suggested job scope.
- Estimated Base Labor with selectable labor scenarios.
- Notes and Recommendations that help support parts, checks, and repair steps.
Steps
- Click View AI Estimates from the Actions panel.
- Read each recommendation and decide if it matches your job scope.
- Select one or more recommendations with the left side checkboxes.
- For each selected recommendation, choose a labor scenario.
- Click Apply Selected to insert the chosen recommendations into the work order.
Labor scenario guidance
- Best case: use when access and condition are favorable.
- Typical case: use for normal shop conditions.
- Worst case: use when complexity or risk can increase labor time.
- Scenario choice updates base labor so estimates can reflect real world conditions.
Other actions
- Reject All discards all recommendations in the modal.
- Cancel closes the modal without applying any changes.
After applying
- The work order updates with the items you selected.
- Added line items include expanded job details and recommendations to support accurate quoting.
- You can continue editing labor, pricing, and scope before finalizing the estimate.
