Estimate Documents Skill

When to Use This Skill

Load this skill when you are:

• Creating a new client estimate document
• Renaming an estimate document after its Date of assessment changes
• Writing or reviewing an estimate document's metadata table
• Adding an entry to docs/QUOTES.md

Filename Convention

Estimate document filenames in docs/ must always be prefixed with the date, using the Date of assessment field from the document's own metadata table: