Projul AI Connect lets your AI work inside your Projul account for landscaping work. You turn it on in "Settings" by creating an API key under "Projul AI Connect", then paste that key into the AI tool you use.
Contents
Leads and clients
Your AI can add a lead and its client, set the job-site address and likelihood of sale, put the lead in a pipeline stage, and assign the estimator. It can log an intake call and put a site visit on the schedule as an estimate meeting, which moves the lead forward in the pipeline.
Add a lead for [client name] at [job-site address] for a [paver patio / retaining wall / irrigation renovation], set likelihood of sale to [percent], and assign [estimator name].
See How do I have my AI handle landscaping leads and follow-ups?.
Estimates and change orders
Your AI can build an estimate from a template or a description, with sections such as site prep, hardscape, irrigation and planting, each line carrying a quantity and unit (sod by the square foot, base rock by the ton, wall block by the face foot, plants by container size), cost, markup, tax and discounts. The estimate is created as a Draft in "Estimates". It can also add a change order to an existing estimate at any status, including an approved one.
Build an estimate for [client/project name] using the [template name] template, with [quantity] square feet of paver patio, [quantity] linear feet of retaining wall at [height], and an [irrigation] section. Apply the [tax rate name] tax rate.
See How do I have my AI build a landscaping estimate? and How do I have my AI add a change order?.
Scheduling and crews
Your AI can create each install phase (excavation, base, wall, patio, irrigation trenching, planting, cleanup) as a task, put it on the "Schedule", and assign people or a team to each day. It can add a checklist, set a delivery deadline, mark work complete, and move a task when the date changes. Weekly mowing or seasonal cleanups are a task with a repeat rule; your AI can create the rule, assign the crew, skip a date, and complete one occurrence without affecting the rest.
Create tasks for [project name]: [phase 1] on [date] assigned to [crew/person], [phase 2] on [date] assigned to [crew/person], with a checklist on [phase] for [checklist items].
See How do I have my AI schedule landscaping crews and jobs? and How do I set up a repeating task with my AI?.
Photos and files
Your AI can read photos and documents already on a project, attach them to a task, estimate version or line item, and return a download link. Uploading a new file, such as a planting plan, needs an AI tool that can transfer the file itself; chat assistants cannot perform that step.
Attach the [document name] file to the [task name] task on [client name]'s project.
See How do I have my AI upload a job-site photo or document?.
Messages and call logs
Your AI can log a call, text or site visit on a project, client, task or estimate, with the method, direction and outcome, and write a note, such as a soil condition or a supplier quote, for anyone in the office to read.
Log a call with [client name] on [project name]: outbound, reached the client, discussed [topic].
See How do I have my AI log a call, text or site visit on a job?.
Templates
Your AI can build and update estimate templates, section templates and cost-item library entries, so a standard patio package or an irrigation zone price is set once and reused on every estimate that copies it.
Save the [client name] estimate as a new estimate template called [template name].
See How do I build and reuse estimate, section and line-item templates with my AI?.
What your AI cannot do yet
Your AI cannot create, edit or send invoices, take payments, or reach the time clock, timesheets, purchase orders, daily logs or QuickBooks. It cannot publish or send an estimate or a change order. The full list is in Which Projul features are not available to my AI yet?.
Where to start
To get going, follow these steps.
- Create your API key.
- the "Connect your AI" section.
- Check that the connection is working.
- Build a real estimate.
- Take a lead through the pipeline.
- Put the install on the schedule.
- Keep the prompts handy.
Questions? Let's Chat.
support@projul.com
(844) 776-5853