DarkBird User Guide

Two ways through DarkBird. Find the one that matches your job and you will get value faster.

Take the 5-minute tour on demo data, or spend 20 minutes wiring in your PSA and letting DarkBird mine your catalog.

The handful of things worth setting up before your first real estimate.

One list of everything the AI is waiting on you for, instead of four tabs you have to remember to check.

Invite, re-role, and suspend team members.

Where finished projects turn into numbers — and which card is quietly costing you margin.

Plan changes, payment methods, invoices, and trial status.

The fastest paths to a working library — a starter pack, your product catalog, or a plain-English description.

Two independent layers — what your team knows, and how your team thinks. This is the highest-leverage screen in DarkBird.

Four org-level switches for how much the AI does on its own, and which sources it trusts.

Enterprise only. Your provider, your quota, your billing, your data isolation.

Stop forgetting the cards that always go with the card you just added.

For the job you quote every month, start from the shape instead of from nothing.

Where "this card ran 20% over" becomes a one-click fix to the master card.

Make the post-project debrief ask what your team actually needs to know.

Run the feedback loop by hand, seed it from history, and see how you compare to other firms.

What each integration enables, and how DarkBird nudges you to keep records linked.

Create a Security Role and an API Member in ConnectWise, then paste four fields into DarkBird.

Create an API Application in HaloPSA, then paste four fields into DarkBird.

Send your estimate to Quoter as a draft quote without re-keying the scope, BOM, or labor.

Start a project, link it to your PSA, and understand the four lifecycle stages.

Describe the project; the AI figures out which cards you need. Or paste a call transcript and skip the questions.

Review what the interview produced, catch what it missed, and see how much to trust the numbers.

Turn the estimate into a client-facing document, and keep the parts you like.

Hand the estimate to the field as a WBS, and push it to your PSA at the right moments.

The step that makes every future estimate better. Skip it and the loop never closes.

Who can do what. Billing does not consume a license seat.

The vocabulary the rest of this guide assumes.

DarkBird renames itself to match your PSA. This table maps the neutral terms to what you will actually see.

Every tab, what it does, and who can see it — including the four that live under Library, not Settings.

Authenticate once with an org-scoped key, then drive DarkBird from a script, an internal dashboard, or an AI assistant.

Your name, your password, your tooltips. The one Settings tab everyone can open.

What is metered, where to see it, and what happens when you hit a cap.

The core loop: estimate with data, execute with clarity, review with actuals, and let every finished job sharpen the next estimate.

Standard, Scaling, Travel, Per Diem, and Recurring — what each one does to your hours, and when to reach for it.

Why your estimate does not move when the catalog does — and how to refresh it deliberately when you want it to.

Where the interview questions come from, why they stay consistent, and how Discovery Mode teaches the system a scope it has never seen.

The feedback loop that makes DarkBird different: finished jobs quietly correct the cards that mis-estimated them.