Step 1: Navigate to the Proposals Tab
Inside the work order, click the Proposals tab.
This is where quotes are uploaded and reviewed before submission.
Step 2: Upload the Proposal
Click “Click to Upload” and attach the quote file.
Supported formats typically include:
PDF
Image files
Scanned quotes
Step 3: AI Reads and Classifies the Quote
Once uploaded, OpenWrench AI automatically reviews the quote and extracts the information.
The system will classify each line item into categories such as:
Labor
Parts
Tax
Other Charges
This eliminates the need to manually enter each charge.
Step 4: Review the Extracted Information
After the AI processes the quote, you will have the opportunity to review all fields and charges.
If OpenWrench detects anything that may need attention, it will display a red alert notification.
Review and adjust any fields if necessary.
Step 5: Create the Quote
Once all information looks correct:
Click “Create Proposal"
This will generate the Quote within the work order.
Step 6: Publish the Quote (Important Final Step)
After creating the quote, it will remain in Draft Status.
To submit it for approval:
Click “Publish Quote”
Once published, the quote will move to Pending Status and be sent to the customer for approval.
Final Result
Your quote is now submitted and awaiting approval.
Benefits of AI Quote Upload:
No manual charge entry
Faster submission
Accurate expense categorization
Better maintenance spend tracking