Learn how the AI estimate generator works and how to get the best results.
What the AI Does
When you describe a job, HeyJack's AI:
- Analyzes your description for equipment, work type, and conditions
- Matches against your pricebook for relevant items
- Calculates appropriate quantities based on the job
- Suggests additional items you might need (accessories, materials)
- Generates a complete line item list
The AI uses your pricebook, so prices reflect your actual rates.
AI vs. Your Pricebook
Important: The AI only suggests items that exist in your pricebook, or creates custom items if needed. To get the best AI results:
- Keep your pricebook complete with common items
- Use clear, consistent item names
- Include item descriptions (the AI reads them)
Writing Effective Descriptions
Include:
- Equipment type and size ("3-ton split system", "50-gallon tank")
- Brand if relevant ("Carrier", "Rheem")
- Work type ("replace", "install new", "repair", "add")
- Location details ("attic install", "basement", "crawl space")
- Special conditions ("permit required", "weekend work")
Skip:
- Customer name (already attached)
- Pricing expectations (AI uses your pricebook)
- Scheduling details (handled separately)
Example Prompts
Simple:
"Replace water heater, 50 gallon gas, same location"
Detailed:
"Install new Carrier 3-ton 16 SEER AC and 80k BTU furnace, existing ductwork okay, unit in attic, permit included"
Complex:
"Full HVAC replacement: remove old R-22 system, install Goodman 2.5 ton heat pump with air handler, new linesets needed, existing ductwork, add smart thermostat, permit and inspection"
Auto-Generated Parts List
The AI also generates a parts list for ordering:
- Main equipment from the estimate
- Required accessories (line sets, refrigerant, etc.)
- Suggested quantities based on job
- Access from estimate detail page under "Parts"
This saves you 20+ minutes of figuring out what you need to order.
AI Confidence Levels
The AI shows confidence for each item:
- High - Item clearly matches your description
- Medium - Likely needed but verify
- Suggestion - You might want to add this
Always review "Medium" and "Suggestion" items before sending.
Teaching the AI
The AI learns from your edits:
- If you always add item X after item Y, it will start suggesting it
- If you always remove certain items, it will stop suggesting them
- Your adjustment patterns improve future estimates