Ask the job a question instead of clicking through to find it.
A chat dock for your office staff, sitting on every page of the Hub. Ask what's on an estimate, which jobs are running this week, or what's still uninvoiced in Roofing — in plain English, about the deal you already have open. It can do the typing too: add the line item, create the task, import the template items.
Your data, your permissions, the company you're signed into
The assistant reads deals, estimates and their categories, tasks, the job schedule, your pipelines and stages, and your estimate templates — for the one company you're currently signed into, through exactly the permissions your own account already has. Open it from a deal and it already knows which job you mean, so “what's on this estimate?” needs no further explanation.
- Never another company's data. Even if you belong to more than one, the assistant is scoped to the one you're signed into — and can't reach anything you couldn't open yourself.
- Office staff, not clients. The dock is a staff tool. It isn't part of the client portal, and your customers never see it.
- It says when it doesn't know. If there's no answer in your data, it tells you so rather than inventing a price or a date.
Anything hard to undo stops and asks you first
Adding or editing a draft estimate's line items, importing items from a template, and creating a task run straight away — you watch them land in the estimate grid without reloading. Deleting a line item or category, marking an estimate sent, reverting one to draft, or creating a deal are held back: you get a card in the chat naming the action and the actual record it would affect, looked up from your data, with Approve and Decline. Nothing happens until you pick one.
- It only ever acts on a message you sent. Nothing runs on a schedule or in the background — every change starts from something you typed, in the chat you're looking at.
- Sent estimates stay locked. The same rule as everywhere else in the app — the assistant can't work around it, and says the estimate needs reverting to draft first.
- Never applied twice. If a change is interrupted, the assistant says so and refuses to repeat it until it has learnt what actually happened — across your whole organisation, not just that one chat.
Attach the supplier's quote, tick the lines you want
On a deal with a draft estimate open, attach a PDF and ask for its items. The assistant reads the document and shows you a proposal card — every line it found, with category, quantity, unit cost and markup. Nothing is added yet. Untick what you don't want and press Add, and only then do those lines get written, at the figures recorded when the document was read.
- A document can't drive the assistant. A chat carrying a document can only ever propose. That's deliberate — a file from outside your business could contain text trying to instruct it.
- Applied once, never twice. A proposal that's already been applied does nothing the second time.
- You see it before it's yours. The proposal is a review step, not a preview of something already written.
It talks to an AI provider, and every conversation is kept
When you send a message, that message and whatever the assistant looks up to answer it — including any document you attach — go to the AI provider that powers it. That only happens when you actively send something; it never runs in the background. Every conversation is recorded, so your owner can review what was asked, what ran, and which changes were approved, from Settings → AI assistant audit.
- It comes with the Company plan. The dock is part of the Company plan — on Solo and Crew it simply isn't there.
- A daily allowance per organisation. There's a cap on how much you can ask of it in a day. Hit it and it says so plainly, then picks up again the next day.
- It can't touch the sensitive screens. Billing, user roles, organisation settings and connected-app credentials are out of reach by design — not by how you word the question.
Included in the Company plan
Stop hunting for the number. Ask for it.
The AI assistant comes with the Company plan — see what else it includes.
See pricing