Generate a quote draft with AI
Once you have selected a customer and property on a new quote, you can have Essential draft the quote for you instead of building it line by line. If your business has saved prompt templates, they appear first under "Choose a template" - pick the one that matches the work, or skip it.
Below that is a prompt box where you can describe this specific draft or add specifics on top of a chosen template, for example "Customer is on the loyalty program - apply 10% off." You need either a selected template or some text in the prompt before the Generate button becomes active.
When you click Generate, a progress panel appears showing the draft being built step by step, including line items cascading in as they are created for a priced quote. When generation finishes, the draft opens as an editable quote. Nothing is sent to the customer automatically - the AI output is a starting point.
For a quote started from deficiencies, the draft uses the selected findings and the equipment they belong to. Repeated mentions of the same repair do not add more parts, and work already recorded as completed is distinguished from work still needed. Component quantities can be larger than the number of systems—for example, several fusible links on one kitchen system.
Review every line, price, and quantity, make any edits you need, then save and send as usual. Generated line items can carry a short rationale you can view, and you can change or remove anything the AI produced.
Some quote document templates are configured without items or pricing. A quote generated from one of these templates opens without the Items, sales tax, discounts, totals, or pricing table and can be saved and sent without a dollar amount. Review the description and Terms & Conditions instead; Terms & Conditions are still required.
Where to find it: On a new quote, after you pick a customer and property, the generate option appears with a template picker and a prompt box marked with a sparkles icon.
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