Documents & Contracts

✅ AI-Generated Documents & Contracts
I want to start by highlighting that this has been a recurring request from our home service clients. We work with a growing number of home service businesses, and one of their biggest time drains is creating project proposals after on-site visits like bathroom renovations, kitchen updates, and other home service jobs. They'd love to see an AI-generated document flow that includes: ✅ Text and Voice-to-Text Prompting Support ➕ Allow users to both type and speak into a text field (mobile & web), and have their voice transcribed into text. ✅ AI-Generated Document Draft Once the project description is entered (typed or spoken): ➕ Generates full document draft ➕ Generated relevant products and services or gathered from existing products ➕ Auto-suggests pricing based on templates and prompts User Flow would look like this: 👉🏼 Go to Documents & Contracts on web or mobile 👉🏼 Click "Generate with AI" 👉🏼 Select a document template 👉🏼 Write or speak your project details in the prompt 👉🏼 Optionally, check a box to allow AI to also generate products and pricing 👉🏼 Click Generate Draft 👉🏼 Review and send To make this feature work seamlessly with templates: ➕ Add a toggle in the document template settings: "Enable AI-generated drafts" ➕ Allow individual elements (e.g. text blocks, product lists, tables) to have their own "Allow AI-generated content" toggle setting ➕ For each element, include a Prompt field in the properties so we can guide the AI on what type of content to generate, including structure, tone, and formatting Home service businesses often spend hours writing offers. More and more are asking if we can assist, and if we can help them automate proposal writing using AI. This feature would save a lot of time and give us a feature we would love to provide. We believe this could be a game-changer for field service businesses of all sizes.
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