Review an AI proposal before saving

1. Provide context Identify the record and the intended change. For an invoice, include tenant, amount, currency and due date. Avoid sending unnecessary sensitive personal information. 2. Review the proposal The supported actions are adding a client, booking a viewing, logging a repair and raising an invoice. Check spelling, record matches, dates and amounts. Ask for clarification when anything is uncertain. 3. Decide explicitly Press Confirm only after reviewing the proposed values. A draft answer is not a saved transaction and a drafted message is not a sent message. Discard a proposal you do not want. 4. Verify the record Open the resulting contact, viewing, repair or invoice and check that the saved details match your intent. Your company and staff permissions still apply. 5. Treat answers as support AI explanations may omit context or misunderstand a question. Verify financial totals against the records and obtain professional review for legal or accounting decisions. Written by PropertyFlow, 4 November 2026.