Enter what you know. The AI organizes it, flags what's missing, and drafts line items from your price book. Nothing goes to the customer until you approve and send it.
| Key | Name | Rate / hour ($) |
|---|
The AI can only use items from this list, and it never sees your prices. Leave "Sell price" blank to use cost + your markup.
| SKU | Name | Category | Kind | Unit | Cost ($) | Sell price ($) | Tax |
|---|
Your standard jobs. When the AI recognizes one, it drafts your standard labor hours and items. Items: one per line as SKU x qty.
Placeholders: {customer} {business} {service} {total} {deposit} {link} {number}. Follow-ups stop when the customer approves, declines, or texts STOP.
Calls to your CallTwin number and texts to it create leads automatically.
Each person gets a private sign-in link. Managers do everything but billing and team. Estimators build estimates but can't send. Techs add leads, notes and photos and don't see pricing.
| Name | Role | Key | Status |
|---|
Every AI output, human edit, send, customer action and payment.