How to use these prompts
- Save your favorites in a note or in the AI tool's custom instructions so your trade, tone and sign-off are always included.
- Talk instead of typing: use the voice input on your phone in the truck.
- For the full estimating method, read how to use AI to write estimates and quotes.
Bids and scopes (1 to 6)
- Turn this site-visit voice note into a numbered scope of work a homeowner understands. Don't add anything I didn't say: [paste].
- List the exclusions a [trade] contractor should state for this job, based on this scope: [paste]. I'll choose which apply.
- Write the assumptions section for this estimate, such as existing conditions and access, from these notes: [paste].
- Split this scope into good, better and best options using only these items. I'll price them: [paste].
- Write a short cover email for this estimate to [first name], mentioning [their main concern] and how to approve.
- Rewrite this bid description for a commercial general contractor: concise, technical, organized by phase: [paste].
Customer texts and emails (7 to 13)
- Write a text telling [first name] we're running [time] late, with a new arrival window. Apologetic, short.
- Write a day-before reminder text for a job tomorrow at [time], with what they need to do to prepare: [list].
- Write a polite text following up on an estimate sent [days] ago, asking if they have questions.
- Explain, in plain language for a homeowner, why [technical issue] needs fixing and what happens if it isn't. Under 120 words.
- Write a calm reply to this unhappy customer message. Acknowledge it, don't admit fault, and offer a call: [paste].
- Write a job-complete text thanking [first name], with care instructions for [work done] and a review link.
- Write a seasonal maintenance reminder for past customers about [service], without pressure.
Paperwork (14 to 19)
- Draft a change-order description for this added work, explaining why it's needed. I'll add price and schedule impact: [paste].
- Turn this voice note into a daily job log with work done, crew, materials used, issues and next steps: [paste].
- Summarize this project for the customer's final walkthrough: what was done, warranty points to mention, and care tips: [paste].
- Organize these punch-list notes into a checklist by room or area: [paste].
- Write a clear email to a supplier about this backordered or wrong delivery, asking for a date: [details].
- Turn this messy material list into a clean table with item, quantity and unit: [paste].
Crew and office (20 to 25)
- Outline a 10-minute toolbox talk on [topic] for a residential crew. I'll check it against our safety rules and OSHA requirements.
- Write a job post for a [role] with pay [range], hours [details] and must-haves [list]. Plain language, no buzzwords.
- Turn this recording of me explaining how we [task] into a step-by-step checklist for new hires: [paste].
- Write a first-week onboarding checklist for a new [role].
- Draft a polite reminder for an invoice 14 days overdue with [amount] and [payment link].
- Here's last month's list of jobs with type and revenue (no customer names): [paste]. Which job types brought the most revenue, and what questions should I ask my bookkeeper about margins?
Prompts to avoid
- "What should I charge for..." AI doesn't know your costs or market. Use your price book.
- "Is this up to code?" Codes vary by jurisdiction and edition. Ask your inspector or the code book.
- "Write my contract." Use a contract your attorney or trade association prepared.
- Anything with customer access codes, alarm details or payment information.
Prompts save minutes. A plan saves hours. Your business's AI plan shows which of these tasks are worth building into your field software and routines, and which tools your shop already has.