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