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Dashboard
Portal Overview
Quote Workspace
Open the Quotes tab to start a new quote, continue draft quotes, or review quotes by lifecycle status.
Quote
Quote Workspace
Action
Mission Control
Assistants
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Personal Assistants
Loading personal assistants.
Company Assistants
Loading company assistants.
Agent Settings
Assistant Chat
Select an assistant to chat.
Assistant
Select an assistant to start a scoped chat.
Select an assistant to start a scoped chat.
Pending Assistant Learnings
| Date/Time | Assistant | Learning | Status | Review |
|---|---|---|---|---|
| Loading pending learnings. | ||||
Recent Assistant Activity
| Date/Time | Assistant | Action | Status | Details |
|---|---|---|---|---|
| Loading activity. | ||||
Settings
Portal Settings
My Account
Company Data
Open Settings to load Form Fill companies.
Company Folders
Add permanent reference documents
Drop documents here or click this box to choose files.
App Data
Simpro Data
CSV Files
CSV Preview
User Access
Open User Access to load active users.
Open User Access to load invites.
Admin
Form Fill
Controlled Selection
Signed-in user
Company Folders
Select a company to see its folders.
Additional Reference Docs
Create or select a company first, then open one of its folders.
Drag the Word, PDF, or Excel forms here that you want the AI to complete using the selected company folders.
No forms selected for completion.
Preview
The completed form preview will appear here after the selections are confirmed.
Admin
Complete Forms
Forms
Document Preview
Secure Access
Bailey & Dalton Portal
Sign in with email
Secure staff access for Bailey & Dalton tools.
Two-Factor Authentication
Setup key
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Staff Setup
Activate Portal Access
Invite Details
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Quote
Update Existing Quote
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Quote
New Quote
Quote Customer Details
Screen 4
Quote Scope
Scope Chat
Connect to estimating agent to begin.
Estimating Agent
Sign in and open or create a quote session to start estimating.
Sign in and open or create a quote session to start estimating.
Cost Centre Workspace
Review one cost centre at a time. The estimating agent will use the active cost centre when you ask for edits.
No active cost centre
Screen 5
Materials Review
Screen 6
Quote Summary
Send Quote to Simpro
Management
Improvement Review
Suggested Rules
Accessory Material Rules
| Category | Title | Trigger | Rule | Question | Status |
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