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From the AI playbook for gas and heating engineers

New to AI? You don't need to learn anything first. Follow the steps below: open the tool, paste the prompt, fill in the [brackets], then check the result before you use or send it. See also how to use AI at work, for beginners.

Job 3 of 17ChatGPTGemini

Write a boiler installation quote that spells out scope and exclusions

Customers compare installation quotes line by line, and the one that says less often looks cheaper. A quote that lists what's included, what's not and what could change the price stops the "your quote is higher" call and the argument about extras after the work starts.

Time: About 15 minutes per quoteTool cost: you can start with a free AI tool

A free AI chat tool, then your quoting app or a Word/Google Doc

Steps

  1. After your survey, write your own notes: the existing system, the boiler you're proposing, the flue route, pipework changes, controls and anything you're leaving as it is. Boiler choice, sizing and flue positions are your decisions, not the AI's.
  2. List what's included in the price, what's excluded, and what could change the price once you're on site (for example hidden pipework or parts you can't see).
  3. Paste your notes and the prompt below to get the quote in clear sections.
  4. Compare it to your survey notes and rewrite anything that isn't exactly what you'll do.
  5. Add your price, payment terms, validity period and warranty details yourself, then send it as a PDF.

The exact prompt

Copy, paste, then fill in the [brackets]
I'm a Gas Safe registered engineer writing a boiler installation quote for a homeowner.
My survey notes (all decisions are mine): existing system [description]; proposed boiler [make and model]; flue [route and terminal position as I've planned]; pipework changes [list]; controls [list]; removal of old boiler [yes/no].
Included in the price: [list]. Not included: [list]. Things that could change the price on site: [list]. Price [£], valid [x days], payment terms [terms], warranty [details].
Turn this into a clear quote with these headings: Work we'll do, What's included, What's not included, What could change the price, Price and payment. Plain English, no jargon. Use only what I've given. Don't recommend any equipment, size anything or comment on regulations.

✓ Check before you send

  • The scope matches your survey and what you can actually fit.
  • The boiler, flue and sizing choices are yours and unchanged by the AI.
  • Exclusions and price-change points are stated clearly, so nothing is a surprise later.

UK notes extra

  • Check any terms you add are fair. CMA: unfair contract terms guidance.
  • What customers can expect from you: GOV.UK: consumer protection rights.
Last reviewed Oct 2026. Free tools change. If a screen looks different, the steps still apply.Back to top ↑

More AI jobs for gas and heating engineers

  • Send the signed gas safety record with a clear cover note
  • Chase an unpaid invoice, with different wording for homeowners and landlords
  • Find where your week's admin goes and fix the biggest chunk (subscribers)
  • Remind landlords and homeowners when the next service or check is due (subscribers)
  • Reply when a customer asks you to match a cheaper quote (subscribers)
  • Write a plain-English follow-up note around what you have already told the customer (subscribers)
  • Answer a callback or complaint in writing and book the revisit (subscribers)

See all 17 jobs in the gas and heating engineers playbook → · AI agent playbooks for gas and heating engineers →

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