Master AI Smart Planner
Complete guide to JobQuote's intelligent planning system. Learn how AI can optimize your materials, scheduling, and tools to increase profits and reduce project time.
Step-by-Step Guide
Follow these steps to master AI Smart Planner in 20 minutes
Access Smart Planner
Navigate to the Smart Planner tab in your JobQuote app
- Open JobQuote mobile app
- Tap the "Smart Planner" tab at the bottom
- You'll see the AI Planning dashboard
Create New Project Plan
Start a new AI-powered project plan with job details
- Tap "Create New Plan" button
- Enter project title and description
- Select job type (e.g., Kitchen Renovation, Bathroom Refit)
- Add estimated budget range
AI Materials Analysis
Let AI analyze and suggest optimal materials list
- Review AI-generated materials list
- Adjust quantities based on your experience
- Add custom materials not suggested by AI
- Compare prices from multiple suppliers
Intelligent Scheduling
Generate optimized timeline with AI recommendations
- Review AI-suggested project timeline
- Adjust start/end dates as needed
- Set critical milestones and deadlines
- Account for weather and seasonal factors
Tool Recommendations
Get AI-powered tool and equipment suggestions
- Review recommended tools for each phase
- Mark tools you already own
- Get rental vs purchase recommendations
- Find local tool suppliers and rental shops
Optimize & Execute
Final optimization and plan execution
- Run AI optimization for cost and time
- Review final plan summary
- Export plan to calendar and team
- Start project execution with real-time tracking
Key Smart Planner Features
Discover the AI-powered features that make your planning more efficient
AI-Powered Analysis
Advanced machine learning analyzes your project requirements and suggests optimal materials, timelines, and resources.
Smart Materials Calculator
Intelligent calculator that factors in waste, quality grades, and seasonal pricing to give accurate material requirements.
Intelligent Scheduling
AI creates realistic timelines considering weather, supplier availability, and your historical project data.
Tool Optimization
Get recommendations for the most efficient tools and equipment for each phase of your project.
Video Tutorials
Watch these detailed tutorials to become a Smart Planner expert
Smart Planner Overview
Complete walkthrough of Smart Planner features and setup
15.2K views
Materials Optimization Deep Dive
Advanced techniques for materials planning and cost optimization
9.8K views
AI Scheduling Masterclass
Master intelligent scheduling with weather and supplier integration
7.4K views
Success Stories
See how other tradesmen are using Smart Planner to grow their business
"Smart Planner saved me thousands on my last kitchen job. The AI caught material waste I would have missed and suggested a better timeline."
"The tool recommendations were spot-on. I ended up buying equipment that paid for itself in efficiency gains."
"AI scheduling helped me avoid the autumn rush. Completed the job before the rain season with better margins."
Pro Tips
Advanced techniques to get the most out of Smart Planner
Start with Accurate Measurements
The more precise your initial measurements, the more accurate AI recommendations will be. Use the built-in measurement tools for best results.
Set Realistic Buffer Times
Always accept AI-suggested buffer times for weather and delays. These are based on historical data from thousands of similar projects.
Use Historical Data
The more projects you complete with Smart Planner, the more personalized and accurate recommendations become for your specific working style.
Compare Multiple Scenarios
Use the scenario comparison feature to evaluate different approaches - budget vs time, quality vs cost, etc.
Common Issues & Solutions
Quick fixes for the most common Smart Planner challenges
AI recommendations seem inaccurate for my project type
Smart Planner learns from your project history. Complete 2-3 projects with feedback to improve accuracy by 40%.
Materials list is missing specialty items I always use
Add custom materials to your profile favorites. AI will remember and suggest them for similar future projects.
Timeline suggestions are too optimistic
Adjust the "Buffer Time" setting in preferences. Increase to "Conservative" for more realistic timelines.
Tool recommendations don't match my preferred brands
Update your tool preferences in settings. AI will prioritize your preferred brands and vendors.