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AI Assistant (Hank)

Ask one assistant about your real jobs.

47 tools. Ask about your costs, estimates, margins, projects — in plain English. Hank uses your actual data and suggests actions you confirm so teams can move faster with better context.

What Hank can do

Query Your Data

Ask about costs, estimates, projects, clients, suppliers — in plain English.

Audit Estimates

Check margins, flag missing items, compare against similar past work.

Analyze Documents

Upload blueprints, spreadsheets, and PDFs so Hank can suggest useful structure and context for review.

Daily Briefings

Say 'good morning' — get tasks, schedule, and suggestions instantly.

Draft Communications

Draft emails and messages with the right project context.

Move Work Forward

Create next steps and keep jobs moving without bouncing between screens.

How teams use Hank in real workflows

Use Hank to speed analysis and prep work while keeping final decisions in your hands.

1
Ask

Start with a business question

Ask questions about margins, open estimates, project status, or cost trends and get context-aware answers quickly.

  • Plain-language questions
  • Business-context-aware responses
  • Faster analysis for managers and estimators
  • Reduced manual data hunting
2
Focus

Keep the conversation tied to the right job

Anchor conversations to the client, estimate, or project you are actively working so responses stay relevant.

  • Job-specific context support
  • Cleaner thread continuity
  • Less ambiguity in responses
  • Easier handoff between team members
3
Act

Review recommendations, then approve

Use Hank to draft next steps and suggested actions, then confirm what should happen so control remains with your team.

  • Human confirmation before action
  • Task and follow-up support
  • Operational momentum from chat
  • Safer AI-assisted execution
4
Improve

Build better context over time

As teams build usage history, Hank can provide more consistent support for recurring operational questions.

  • Conversation history support
  • Reusable insights across similar jobs
  • History-aware assistance
  • Better continuity week over week

Cost Matching & Pricing Intelligence

Use Hank to speed estimate review by surfacing likely cost matches and highlighting unusual pricing patterns.

  • Faster pricing review
  • Similarity context from prior work
  • Anomaly awareness before send
  • Stronger bid confidence

Estimate Auditing

Run a pre-send quality check to catch issues before a proposal reaches the client.

  • Margin-awareness support
  • Scope-gap identification
  • Historical comparison context
  • Pre-send risk reduction

Quick Daily Workflows

Use shortcut interactions for recurring actions like daily check-ins, quick tasks, and operational notes.

  • Daily priorities at a glance
  • Fast task and note creation
  • Less tab switching
  • Smoother morning workflow

Conversation Management

Keep multiple conversations organized so different jobs and decision threads do not get mixed.

  • Multi-thread conversation support
  • History and naming controls
  • Cleaner context separation by topic
  • Better team communication continuity

How Hank supports the rest of your workflow

Data flows through the platform. Here's where this feature fits.

Hank → Estimates

Use Hank to accelerate estimate analysis and reduce pre-send mistakes.

Hank → Cost Database

Explore cost context quickly to support pricing decisions in active bids.

Hank → Projects

Get faster project and pipeline insights to guide operational next steps.

See it for yourself

7-day free trial. No credit card required. Pick your trade and start estimating.

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