Using Ask AI
Type what you need in plain language, and Ask AI drafts it, shows a preview, and creates nothing until you confirm.
Quick Reference
Click Ask AI at the top of any screen.
Type the request, for example "Order a draw inspection for next Monday."
Review the preview and adjust it in the chat.
Confirm. Nothing is created until you do.
Before You Start
Open the project you want to work on. Ask AI knows the project you're viewing.
Step 1 — Order an Inspection
Ask, review, confirm
Ask AI shows an Inspection Preview with the name, number, type, special instructions, request type, and Final setting. Change anything in the chat, for example "change the date to Thursday," then confirm.
Step 2 — Edit Budget Lines
Propose, then confirm
Ask AI can add, update, or remove line items in an existing budget. It applies the change once you confirm.
Step 3 — Create a Project
Start from documents
Ask AI asks for project documents, such as an appraisal, extracts the details, and resolves questions in the chat. Then it takes you to the project form.
Tips
DO
- •Read the preview before you confirm.
- •Correct details in the chat instead of fixing the job later.
- •Ask for a summary of the project you are viewing.
WATCH FOR
- •Ask AI cannot create a new budget. Use the Budget tab.
- •Nothing is created until you confirm.
Troubleshooting
Use this guide with AI.
Ask RAZE AI here, or hand the plain-text guide to the assistant you already use.
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