Why do the numbers not match what I would get in the app?
Ask your AI for an exact figure when a number looks off, since it is usually a different figure, not a wrong one.
Say this
What is the approved total on [Thompson Deck Rebuild] in Projul, and how much of it is invoiced?
Count every active client in Projul. Read all the pages, and give me the exact number.
A Draft estimate's approved and published totals read zero until a version is approved. Lists page 25 at a time and skip archived records, so a quick count can run low or high. Your AI may also round or summarize instead of quoting exactly; ask for the exact figure.
What happens
Your AI reads every page and quotes Projul's own number, to the cent, instead of an estimate.

Note: An estimate your AI builds without naming a tax rate has no tax added; tell it which rate to use, or add tax in Projul. See How does my AI calculate prices, markup and tax?
Questions? Let's Chat.
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