Initial Estimate Creation
Access your dashboard and click the green "New" button to start a new a new project.
Name your project (EX: " Last Name - New Home Build - Month/Year").
Select "Create Estimate"
The chat with the AI will open on the right, start to enter your project details in the chat.
Provide project details in the prompt. Include:
Basic information (EX: 3,000 square foot house, 4 bedrooms, 3 bathrooms)
Structural details (EX: three-story with basement)
Finishes and materials (EX: engineered wood flooring, high-end finishes)
Exterior features (EX: thin brick siding)
Click the green up arrow to generate the initial estimate.
Reviewing and Refining the Estimate
Handoff AI organizes the estimate by construction phases (EX: demolition, excavation, framing).
Each phase includes itemized scopes of work with quantities and costs.
Review the total cost and per-square-foot cost for accuracy.
Fine-tuning the Estimate
Use the chat with the AI to make updates as needed or you can manually change by click on the line item and hit edit to change the desired fields.
Provide specific instructions to refine the estimate, such as:
Updating labor rates EX: "Change all labor rates to $95 per hour"
Changing material specifications EX: "Make appliances Viking Series 4 stainless steel, high-end"
Adding missing scopes of work EX: "Include a 20x20 driveway" EX: "Include a lump sum for a small shed in the backyard" EX: "Include perimeter vinyl fencing"
Adjusting quantities or unit costs EX: "Increase the quantity of windows by 20%"
Click the green up arrow to regenerate the estimate with your changes.
Repeat the fine-tuning process as needed until the estimate meets your requirements.
Remember, the more detailed information you provide, the more accurate your estimate will be. Handoff AI uses industry standards and your input to calculate quantities and costs, making the estimation process efficient and comprehensive.