Open Estimates and choose New Advanced Estimate. Full steps below.
Where: Estimates, then New Advanced Estimate
Plans: Agency (50 per month) and Enterprise
Steps
Open Estimates and choose New Advanced Estimate.
Upload the job-site photos and fill in the project details — a title, the client's name, their email, the address and the scope are all required.
Let WinkScope AI produce the scope, materials, labor and pricing, then review each part.
Finish the wizard and send the estimate.
Move through the wizard with its own navigation; the step headings cannot be clicked to jump ahead. The in-app assistant cannot build an Advanced Estimate for you.
Rules and limits
The user must upload the photos and details themselves — the in-app assistant cannot create an Advanced Estimate for them.
Labor is priced from the hourly rates saved in Settings > Estimate Labor where a trade matches; anything unmatched is priced from the project's address. See the Advanced Estimate pricing accuracy card.
You set the Valid until date before sending, and the same date appears on the PDF and the client's link.
What this cannot do
Be generated by the AI assistant on the user's behalf.
Still stuck?
If a step does not match what you see on screen, stop there and open a ticket from Support > My Tickets with a screenshot of that step. The team will look at the account directly.