Use the details you already have
Describe the requested work and relevant site conditions. An optional JPEG, PNG, or WebP photo can add context. The estimator suggests descriptions, quantities, and unit prices in USD.
A photo cannot establish everything a technician needs to know. Confirm site conditions and the actual scope before using any suggested parts or labor.
Review before you issue
Edit the draft line items, quantities, tax, and notes in the invoice form. Generating a draft does not send an invoice, charge a customer, or approve the work.
If the estimator is unavailable, you can enter line items manually. Service catalog defaults offer another starting point for office-created draft invoices.
Keep your pricing decisions with your team
The estimator does not train on your team's past invoices or automatically match photos to a flat-rate price book. Check every price against your own costs and agreed scope.
Field invoicing is a separate workflow that an owner can enable for technicians. Native AI photo quoting is not part of the current technician app.
Frequently asked questions
Are estimates sent automatically?
No. The result is an editable invoice draft. An authorized team member reviews and issues it, then chooses how to share the customer copy.
Does the AI learn my price book?
No. It drafts from the job text and optional photo. It does not learn your historical pricing or guarantee current local parts and labor costs.
Can I use invoicing without AI?
Yes. Add or edit line items manually. The office can also copy service catalog defaults into a draft and review them before issuing.