Generating and sending an estimate
Build a priced estimate from an appraisal template and send it to the customer.
The estimate is the price you send the customer. It is built on the job's appraisal tab, from one of your appraisal templates — not from the AI's detected items.
The estimate card
On the appraisal tab, below the photo section, is the estimate card. At the top is a row of appraisal-template pills (e.g. 1 Man & Truck, 2 Men & Truck, 3 Men & Truck). Click one to load its preset values.
The estimate is built from the template you pick, filled with that template's numbers and linked materials. It is not assembled from the items the AI detected in photos. So "correct the detections for a better quote" does not apply — the quote comes from the template. Pick the template that matches the job.
The fields you can edit: Number of men, Vehicle capacity (m³), Hourly rate, Service time (hours), Fixed price (optional), Advised load (m³), and Start/End window. You can also add or override materials per estimate.
Previewing and sending
The estimate is rendered through an Estimate-type message template. Open the preview (the eye icon on the estimate card) to see the rendered message — and it is editable, so you can adjust the wording before it goes.
If the preview shows "No Estimate message templates configured", you need an Estimate-category template first — create one under Settings > Message Templates with Category set to Estimate. The seeded ones include 00021 - Hourly Estimate and 00023 - Fixed Price.
From the preview you Send Estimate, which goes out via email or SMS using the template's defaults. Estimate templates use variables like {{Rate}}, {{TimeEstimateLow}}, {{TimeEstimateHigh}}, {{CubicMetresLow}}, and {{Materials}}.
Tutorial: quote a standard two-person move
The job is a straightforward apartment move and you want a quick hourly estimate out.
On the job's appraisal tab, scroll to the estimate card with the template pills.
Click the 2 Men & Truck pill. Its preset number of men, rate, and service-time range load in. This is where the estimate comes from — the template, not anything the photos found.
Tweak Service time to reflect this specific move, and check the Hourly rate. The template is a starting point; this is where you make it fit the actual job.
If the job needs something the template doesn't include — extra boxes, a longer travel line — add it as a material on the estimate. This overrides for this estimate only, not your catalog.
Click the preview (eye) icon. The estimate renders through your Estimate message template. Read it as a message — the variables should have resolved to real numbers. The preview is editable, so fix any wording here.
If the preview says no Estimate templates are configured, stop and create one under Settings > Message Templates (Category: Estimate). Without it, there is nothing to render the estimate through.
Click Send Estimate and choose email or SMS. It goes out with the numbers filled in. The customer now has a price — built from your template, adjusted by you, not conjured from photos.