In Estimate Rocket the descriptions added to an invoice have always been optional, but something that needed to be filled in manually by the user. Now the AI assistant will help by pulling data from the project groups and line items to provide a much more detailed description based on information already in the line item area of the project.
Launching the AI Assistant in the create / edit invoice dialogue
To incorporate the AI Assistant language launch the assistant and provide some information before clicking the generate button to update the description of the invoice.
Assistant Inputs
- Description Type
- Short summary - Single summarized paragraph description by line item
- Group summary - Summarized paragraph description by line item
- Full detail - similar to estimate preview
- Line Item Summary - Line items including name and descriptions as bulleted list
- Line Item Name Summary - Line item names as bulleted list
- Style / Tone:
- Conversational
- Casual
- Professional
- Encouraging
- Descriptive
- Serious
- Additional details
- Format for Quickbooks description
Once your key values have been entered click the Generate button to update the verbiage in the description of the invoice.
AI can make mistakes, please be sure to review the entire body of the email to make sure the wording is to your liking.
Use the normal invoice controls to set the name of the invoice, the invoice date and any invoice amount.
Assistant Usage and Goal
The assistant is here to help you include a lot of project detail, that is extracted directly from the groups and line items, without the effort of manually typing in and remembering what the scope of the project is when creating the invoice.
AI Assistant on invoice create / edit Overview Video
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