1
Describe the work
Open any estimate and type what the job is: "tear off and replace 32 squares of architectural shingle, new drip edge, ice and water at the eaves, two pipe boots". Short notes work. So does pasting an adjuster's scope.
Open any estimate and type what the job is: "180 feet of 5 inch K-style seamless in white, six downspouts, guards on the back". Short notes work. So does the voicemail the homeowner left you, typed out.
2
Pick where the prices come from
Before it builds anything it asks which prices to use: your price list, the regional catalog, or leave them blank. The model never writes a price of its own. Every priced line points at a row it showed you in that reply.
3
Tick the lines, apply
Proposals arrive as cards: add this line, change that quantity, remove this one. Tick what is right, press Apply selected, and only those land on the estimate. A line that changed after it looked is skipped and reported, not overwritten.