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AI drafts text and line items for you. It does not send an estimate, invoice, or message on its own. You review the suggestion, then save or apply it. Drafting on estimates, jobs, and messages needs Pro (Advanced AI). If the plan does not include it, the button offers Unlock AI drafting. You can still fill in Business & AI notes before you upgrade. The language of those drafts is Estimate & AI language under Settings → Company → Basic info: English, Spanish, or French. That is not the language of the menus, and it is not the language of customer email and SMS. Usage for the workspace is Jomioz AI under Settings → Plan & billing. The plan includes a monthly token allowance for successful completions. When it is used up, the page says the allowance is used until next month. Failed calls are listed separately.

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Estimates

On the estimate, Create with AI offers Dictate with AI and Generate with AI. Dictate with AI is speak, then review. Speak the scope. When you stop, Jomioz drafts lines and fields. Uncheck anything you do not want. Add to estimate appends the selected lines to the current package. Replace lines removes the current lines in that package and uses only your selection. The title fills only when it is still empty. Close without saving if you do not want to keep it. Generate with AI opens Generate estimate with AI. Describe the scope (rooms, quantities, and materials help). You can attach reference images, and turn on Multiple tiers for side-by-side options such as good, better, and best. Generate suggestions, adjust quantities and prices, then Apply to estimate. Matched lines use your price book when they can. An AI ballpark figure is a rough indicative amount in your company currency. It is not the price you send. Use as unit price copies one into the field only if you want that. Verify amounts before you send. On a single line, Generate description writes that line’s description. Generate with AI on the client-facing text writes the message the customer sees. On terms, Generate with AI writes contract wording. That one needs at least one line item first. If text is already there, confirm Replace existing text? before it overwrites what you have.

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Jobs and visits

On a job, Dictate with AI speaks the job and drafts fields and line items for review. Generate with AI builds line items from the job title and the problem description. Add a title first. Fill times with AI looks at the diary and guesses how long the work takes. The job needs a customer, and an address if travel time should count. Times filled. Save to book them. Nothing is booked until you save. If no slot is free, it says to look at more times. On a visit, AI visit brief opens Field Copilot. Generate brief reads that job’s scope, visit notes, and recent context. The brief has Customer context, Visit plan, Risks to watch, Materials & tools, Questions to ask, and Recommended actions. It is for your team. It is not sent to the customer. If the job changes, the brief says Job details have changed. Regenerate refreshes it. Visit instructions have Generate with AI and Improve description. A visit or job title is required first. The visit editor also has Fill times with AI, with the same rule: save to book the times.

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Invoices and the price book

An invoice has Dictate with AI and Generate with AI, the same review-before-apply pattern. A line can Generate description. The customer message on the invoice can be generated the same way. In the price book, Generate with AI on an item writes the item description. On a pricing form, Generate with AI asks what the form is for, may ask a few questions, then shows Review draft. Prices and durations are starter suggestions. Apply loads the draft into the editor. Nothing is stored until you save or publish the form. On a service plan, Generate with AI on the agreement writes the terms. Review and save them before you send the agreement.

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Rewrite and spell check

Rewrite with AI is on the message when you send an estimate or an invoice, on an on-my-way message, on a customer email, and in the inbox. Write some text first. Then pick More cheerful, More casual, More professional, or Shorter. Spell check is on those same compose fields. It checks the text you already wrote.

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What AI uses

Drafts follow the notes in Business & AI: About, Policies, and Services. They also follow your price book when a line can be matched. They do not replace your terms page, your tax setup, or a price you have not checked.