ForemanFOREMAN

Meet the assistant

Open Foreman's built-in assistant and have it create or edit real data — budgets, proposals, schedule, contacts — just by asking.

Foreman's assistant works inside the app on your real account — not a separate chatbot. Tell it what you want and it makes the change on your live data, ready for you to review.

Open the assistant

  1. Click Open assistant in the top-right of the dashboard. The panel slides in from the right.
  2. To work in full screen instead, open the assistant from its own page.

Ask it to do something

  1. Type what you want in the message box — for example, "Draft a budget for framing and drywall labor on the Oak St project."
  2. Press Send.
  3. Watch it work in real time — the budget, proposal, or record fills in as it goes.

Note

The assistant acts on your live data. Creating a draft is instant, but sending anything to a client (a proposal, an invoice) is still your call.

Start a fresh conversation

Click New chat at the top of the pane. You can keep several conversations open as tabs and switch between them.

What it can do

  • Budgets — create them, add line items, adjust margin or markup.
  • Records — draft proposals, change orders, and invoices.
  • Schedule — lay out tasks and shift dates.
  • Contacts — add clients and vendors, and look up past work.

See What you can ask the assistant for ready-to-use examples.

Note

The assistant can only do what your role is allowed to do — see How the assistant respects permissions.
NextWhat you can ask the assistant