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From the AI playbook for plumbers

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 1 of 19ChatGPTGeminiCopilot

Turn your rough job notes into a clear written quote

Clear written quotes cut down on "I thought that was included" arguments and look more professional than a text message.

Time: About 5 minutes once you have your notesTool cost: you can start with a free AI tool

ChatGPT, Google Gemini or Microsoft Copilot

Steps

  1. Open ChatGPT (chatgpt.com), Gemini (gemini.google.com) or Copilot (copilot.microsoft.com) on your phone or computer. Free accounts are fine.
  2. Type or voice-dictate your rough notes from the visit: what you found, what you'll do, parts, labour time and your prices.
  3. Paste the prompt below underneath your notes and send it.
  4. Read the quote it gives back. Fix any price, part or wording that is wrong. You are responsible for every number.
  5. Copy it into your invoicing app, email or a document with your business details, and send it.

The exact prompt

Copy, paste, then fill in the [brackets]
You are helping a [UK] plumber write a clear, friendly written quote for a homeowner.
Use my notes below. Write in plain [British] English, no jargon.
Structure:
1. Short summary of the problem in one sentence
2. Work included (bullet points)
3. Not included / possible extras (bullet points)
4. Price breakdown: parts, labour, total. Use ONLY the prices in my notes. If a price is missing, write [PRICE NEEDED] instead of guessing.
5. How long the quote is valid for: [30 days]
6. Payment terms: [payment due on completion]
Label it clearly as a QUOTE (fixed price for the work described), not an estimate.
Do not add any guarantees, certifications or warranties I haven't mentioned.

My notes:
[paste your notes here]

✓ Check before you send

  • Every price matches your notes, and there are no [PRICE NEEDED] gaps left.
  • Nothing is promised that you didn't agree, such as a guarantee, a timescale or certificates.
  • Your name, business details and the customer's address are correct. Add these yourself after the AI step if you prefer not to paste them in.

UK notes extra

  • A quote is normally a fixed price and an estimate is a best guess. Say which one you're giving. Citizens Advice explains the difference.
  • For a homeowner, show the full price, including VAT if you're VAT-registered and any other charge they have to pay. CMA: providing clear and accurate information about prices (CMA209).
  • Gas work must be done by a Gas Safe registered engineer. Only mention it if it applies to you. Gas Safe Register.
Last reviewed Oct 2026. Free tools change. If a screen looks different, the steps still apply.Back to top ↑

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See all 19 jobs in the plumbers playbook → · AI agent playbooks for plumbers →

The full playbook

Unlock the other 16 plumbers jobs

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