Inspections and estimating: what is built and what is in development
An inspection ends with a list of what is wrong. We are building a way for the technician to pick the broken items, for a note to be drafted per issue and for an estimate to be drafted for the office to review.
In development with Brown Aerobic. Inspection checklists and shareable reports are built into our platform. Drafting notes, matching items to the Housecall Pro price book and drafting estimates are not a finished product.
What is in place
Built
Inspection checklists with pass, fail and not-applicable per item, notes and photos, and a shareable report in the business's own name.
In development
Matching each issue to the parts and labor lines in the Housecall Pro price book.
In development
SOAP-style notes per issue, drafted for the technician to confirm or edit.
In development
A draft estimate for the office to review. A person approves every estimate; nothing goes to a customer automatically.
How we checked it
- Nothing yet. We publish no results from this work.
Where this stops
- Time from inspection to estimate, how many drafts are used or edited, and any effect on approved estimates.
Consultants In A Box is an independent consultancy. We are not affiliated with, endorsed by or sponsored by Housecall Pro or Google. Product names belong to their owners.
Questions about this piece
Is the AI estimating live?
No. It is in development. The screen shown is a sample with made-up prices, built to show the design.
Will AI send estimates to customers?
No. The design drafts for the office to review, change and send.
Does it need Housecall Pro?
The estimate step is built for Housecall Pro and its price book, so a clean price book matters.
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