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.
What you’ll do
- Paste your rough site-visit notes.
- Ask what a clear plumbing quote must include before it drafts.
- Have it draft the quote; you review the prices and send.
Common questions
What if my site notes are really rough — just a few words?
That's fine. Even three or four lines — 'replace hot water unit, copper to tank, tight access' — gives the AI enough to build from. The lesson shows exactly how much detail is enough.
Will it get the scope right if the job was complicated?
It works from what you paste in, so the more clearly you describe unusual conditions — restricted access, old copper, a two-stage fix — the better the draft. You're always the one who checks the scope before it goes to the customer.
It can't know my prices, so what's actually useful here?
The hard part of quoting isn't the numbers — it's laying out the work clearly so the customer understands what they're paying for. The AI structures and words the scope; you drop in your prices and send.
Do I need to pay for ChatGPT or Claude?
No. The free versions work for this. You open it in your browser, paste your notes, and draft the quote — no subscription needed to get started.
What if the AI includes something I didn't actually plan to do?
Always read it through before sending — that's part of the process. Delete or adjust any line item that doesn't match your scope. You're the professional; AI is just a fast first drafter.
Is my customer's address and job information safe to paste in?
Only paste what you'd be comfortable sharing — job details, materials, scope. Avoid sensitive personal information where possible. You control what goes in, and you can use initials or 'the customer' instead of full names.