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. For work with several steps, watch the plan as the assistant inspects your data, makes changes, and checks the results. Budget edits and edits to an open record or library assembly stay unsaved in the editor: review them, then click Save to keep them.

  4. If the plan needs your input, answer the question in the conversation. If it is paused, send "Continue"; the assistant checks the current state before making more changes. Progress stays in the conversation, but a paused plan is not running in the background.

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 — fill a project's existing budget, 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