AI by NicheJob 2 of 13ChatGPTGemini
Turn your survey notes into a site survey report and a tailored commercial quote
One firm owner says a client asked him to match a quote from a company that had never visited the sites, and that a proper survey takes time and should be paid for. A written survey report that shows what you found and why it sets the visit frequency is the best answer to a cheaper quote. AI can turn your own survey notes into a clear report and a quote that follows from it. It does not decide the risk rating, treatment or visit numbers; you do.
Time: About 45 minutes per siteTool cost: you can start with a free AI tool
Steps
- Do the survey yourself and record what you found: pest activity, harbourage, food and water sources, proofing defects, hygiene issues, areas you could not access and any risks to people, pets or wildlife.
- Decide, from your own assessment, the risk rating, the visit frequency and the actions needed from the client.
- Decide the price per visit and for any extras, and what the client must do before you start.
- Paste your notes into the prompt and ask for a report and a quote that sets out why the price is what it is.
- Read both against your survey notes, add photos of your own, and send them with a clear statement of what the survey covers and what it cost.
The exact prompt
I am a UK pest controller. Using ONLY my survey notes below, write (1) a site survey report and (2) a tailored quote for the client. Do not suggest, name or compare any pesticide, rodenticide, trap or method, do not set a risk rating, visit frequency or price, do not identify a species, and do not give any safety instruction. Where a control measure is needed, write 'per my COSHH assessment and the product label'. Client and site, with the date of the survey: [text]. Areas surveyed and areas not accessed: [list]. What I found: pest activity [text]; harbourage and food or water sources [text]; proofing defects [text]; hygiene issues [text]; history the client gave me [text]; risks to people, pets and wildlife [text]; neighbouring factors [text]. My own assessment: risk rating [text]; visit frequency [text]; actions I recommend for the client [list]; actions I will do [list]. Prices: per visit £[amount]; extras £[amount]; survey fee £[amount] [charged, credited or free, as I have decided]; VAT [text]. The client's standard or audit requirements, if any: [text]. Produce: (1) a survey report under the headings areas inspected, findings, risks, my assessment and what the assessment is based on, recommendations for the client and for me, and what the survey did not cover; (2) a quote that follows from the report and explains each price line; (3) a one-paragraph answer I can send if the client says another quote is cheaper, based only on what my survey covered and what a quote without a visit would not know; (4) a list of unclear points in my notes to settle before sending.
✓ Check before you send
- Every finding is from your own survey, and areas not accessed are listed.
- The risk rating, visit frequency and prices are your own decisions.
- The report names no product and gives no safety steps from the tool.
- The reply about cheaper quotes states only what your survey covered, and names no competitor.
- The client knows what the survey covered and what it cost.
UK notes extra
- The BPCA Code of Best Practice for Surveys lists what a survey should cover, including harbourage, water sources, infestation history, proofing and hygiene defects, hazards to children, pets and wildlife and all areas such as roof voids and external areas. It is a trade body code and not the law. BPCA: Code of Best Practice for Surveys (PDF, Aug 2020).
- The owner opinion piece sets out why a survey comes before a quote. Read it for the argument. Professional Pest Controller, Sept 2023: pricing, surveys and client expectations (owner opinion).
- Under your COSHH assessment, the product label and training decide what is done on site, not the report wording. HSE: how to carry out a COSHH risk assessment (Great Britain).
Last reviewed Oct 2026. Free tools change. If a screen looks different, the steps still apply.Back to top ↑