Wireframe — Estimate · Refine (chat)

Three-column header sets the context (estimate ID + Live Review · Interactive Estimate View · Edit/Complete). Line items table has Materials Cost / Labor (Hours) / Rate split. Financial Metrics & Grading Table is anchored bottom-right of the table area. Chat panel below drives live updates back into the estimate above.

Wireframes: Index Sign in Dashboard New Estimate Estimate · Overview Estimate · Refine Estimate · Doc Preview Estimate · History HCP Match Modal Settings Training Data Original Reference
Desktop · 1280px+
{{ name }} — Estimate Review
Estimate #HD-20260501-1234 — Live Review ← All Estimates · Smith — Bath Remodel · last refined 8s ago
Interactive Estimate View
Refining Edit Complete
$4,820.16
$1,928.06
$4,560.00
$140.45
$185.56
Task/Item Description Materials Cost ($) Labor (Hours) Rate ($/hr) Line Total ($)
Trip Charge One-time travel + setup $0.00 $75.00
Drywall & Patching Patch existing wall, sand, prep for paint $0.00 5.0 ↑ $123.14 $615.70
Painting Two coats walls + ceiling, primer included $0.00 8.0 $123.14 $985.12
Plumbing — Vanity Swap Disconnect old, install new vanity + faucet $0.00 4.5 $123.14 $554.13
Materials — Drywall Joint compound, tape, primer (1.8x markup) $92.00 $92.00
Disposal Fee Haul-away of existing fixtures $0.00 $0.00
Contingency Reserved for unforeseen conditions $0.00 $0.00
Permits Local permitting (if required) $0.00 $0.00
Disclaimer Line Standard estimate disclaimer text
Financial Metrics and Grading Table
Gross Margin (%) Recalculating…
Net Profit ($) $1,840.20
Labor Burden $890.40
Sales Tax $140.45
Contingency Fund $0.00
Overall Grade Recalculating…
Chat with AI Assistant — Refine Estimate _×
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AI Assistant: "Estimate generated. Drywall, painting, and vanity swap come to $4,560 subtotal at 39.1% margin. Want to adjust anything?" 10:42 AM
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User: "The drywall patch is bigger than I thought. Bump it to 5 hours." 10:43 AM
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AI Assistant: "Updated — Drywall & Patching 4.0 → 5.0 hrs. Margin 39.1% → 38.2%, still healthy. New total: $4,820.16." 10:43 AM · estimate live-updated above
🤖
Recalculating net profit…
Adjust hours Add line Remove line Apply discount ✓ Approve & send to HCP
Mobile · field tech on phone
Smith — Bath Remodel
HD-20260501-1234
Refining
Total $4,820.16
Deposit (40%) $1,928.06
Margin ● Healthy · 38.2%
◐ Last edit: drywall 4.0 → 5.0 hrs · 8s ago
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Bump drywall to 5 hrs10:43 AM
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Done. 4.0 → 5.0 hrs. Margin 39.1 → 38.2%, still healthy. tap to view diff
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Add disposal $20010:44 AM
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Adding disposal line…
+ line − line ✓ Approve

Key behaviors