Plumbing · free preview
Draft job quotes from your site-visit notes
Turn three lines of scribbled site notes into a clean, itemised quote you just review and send.
Run the first step right now — no account needed. Create one when you’re ready to keep going.
What you’ll do
- 1Open a new chat in your AI toolYour AI tool's main chat screen
- 2Paste your site notes into the message box and add the prompt below, then hit SendMessage box at the bottom of the chat
The prompt to run
I'm going to paste in my raw site-visit notes from a plumbing job. I want you to read them, then tell me in plain English what work you think needs to be done, what materials you think might be involved, and flag anything that's unclear or missing. Don't write a quote yet — just confirm you've understood the job. Here are my notes: [PASTE YOUR NOTES HERE]
Then, in your own words: Replace [PASTE YOUR NOTES HERE] with your actual notes from a recent job — even if they're messy, shorthand, or half-sentences. That's fine. Hit send and read what your AI tool feeds back. Does its summary match what you actually saw on site?
Want a hand? Do it with the coach
Talk it through out loud, or type — the coach walks you through this step on your real work.
Your site notes — scrawled in a notebook, typed in your phone, or rattled off as a voice-to-text — are the raw material for every quote. This lesson shows you how to drop those notes straight into your AI tool and check it's understood the job before you do anything else. Let's do it together right here — tell me a little about your plumbing business, or paste what you've got, and I'll take it from there.