Tree Inventory AI
← Back to changelog
Improvement·v2026.7·

The note at the top of every proposal is yours to edit

The AI drafts the note that opens each proposal, but you can rewrite it, and keep editing it after sending right up until the customer accepts or declines.

Editing the customer note that opens a proposal

Every proposal opens with a short note to the customer. The AI drafts it, but it is your note. Tap to rewrite it on a draft, and you can keep editing it after sending, right up until the customer accepts or declines.

Good for gate codes, “crew will arrive between 8 and 9,” “please keep the dogs inside on work day,” or just a warmer line than the AI wrote.

Share on X