Create a Quote by Chat (IQ)

Goal

Use IQ to go from "new customer" to "proposal sent" without jumping between pages.

Step-by-step

1. Go to Dashboard -> Assistant.
2. Tell IQ what you want. Example: "I need to create an estimate for a new customer."
3. Provide customer details:
   • Customer name
   • Email (required if you want to email the proposal)
   • Phone (optional)
4. Provide project details:
   • Project name
   • Project type (new asphalt, overlay, sealcoat, patching)
   • Site address (street address, or a business name plus city/state)
5. Measure the area:
   • If you know the dimensions, give them directly.
   • If you want to draw it: ask IQ to open map measurement, draw the area, click Save, then click Use for estimate.
6. Build and save the estimate:
   • Confirm area
   • Choose thickness and add-ons (base, tack coat, sealcoat, striping, crack fill)
   • Add any custom items (mobilization, dump fees, permits)
   • Set margin percent
   • Save the estimate
7. Send the proposal:
   • Ask IQ to send the proposal for the latest estimate
   • Confirm the customer email

What gets saved when

• Customer and project: saved as soon as they are created.
• Measurement: saved when you click Save in the map measurement workspace (or when you save manual shapes).
• Estimate: saved when you save the estimate (each save creates a new version).
• Proposal: saved and sent when you confirm sending.

Verify and edit

After IQ creates your quote, you can always review it:

1. Go to Dashboard -> Projects.
2. Open the project.
3. Check the latest measurement and estimate version.
4. Edit and re-save if needed, then resend the proposal.