Handoff is continually learning and improving its ability to accurately estimate scope, quantity, and unit rates. However, it may occasionally make mistakes. Here’s what you can do to correct any errors:
Edit Estimate with AI: From any estimate screen, Edit your estimate by using the "Use Handoff AI" section. Tap this button and type or speak your corrections to Handoff. For example:
Change the labor rate to $85 per man hour.
Adjust the level of finish from medium-end to high-end or custom-end.
Add missing scope items such as excavation, site preparation, and cleanup work.- Use clear and specific prompts like "Update estimate" or "Please show me the updated estimate" to ensure the AI accounts for all changes.
Specify exact quantities for corrections or ask Handoff to recalculate quantities.
Provide Feedback: Think of AI as a new employee who's still learning. You can provide corrections and give it time to improve. Reinforce Handoff by using the feedback features:
Below your estimate results, there are thumbs up and thumbs down icons for feedback.
Use the thumbs down button to indicate when Handoff has made a mistake and provide instructions on why.
Specify if the price was too low or too high, if the scope was incorrect, if quantities were incorrect, or any other issues.
Click on the drop-down to expose all available options for feedback.
3. Adjust Rates, Hours, or Unit Settings: If you need to customize pricing or unit-based configurations:
Navigate to the gear icon in the app interface.
Click on AI Presets and select My Rates.
To edit an existing rate, click on it to modify fields such as the unit.
To create a new rate, use the Add (+) button and complete the necessary details.By actively correcting and providing feedback to Handoff, you can help it improve and better meet your estimating needs over time.