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From the AI playbook for roofers

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 4 of 17ChatGPTClaude

Write clear job notes a homeowner can send to their insurer

Insurers want facts: what was damaged, likely cause, what you did. A clear note speeds up the customer's claim and makes you the roofer they recommend.

Time: 10 minutesTool cost: you can start with a free AI tool

A free AI chat tool

Steps

  1. Note the date of your visit, what you found, what you think caused it (only if you're confident), and what work you did or quoted.
  2. Run the prompt below.
  3. Attach dated photos and your invoice or quote.
  4. Give it to the homeowner. They make the claim, not you.

The exact prompt

Copy, paste, then fill in the [brackets]
Write a factual job note from a [UK] roofer that a homeowner can give to their insurer.
Include: date of inspection, address area [town only here; I'll add the full address], what I found, my opinion on likely cause ONLY as I state it: [cause or "unable to determine"], temporary work done, permanent work recommended with price.
Neutral, factual, no speculation, no comment on whether the policy should pay. Under 200 words.

✓ Check before you send

  • The cause is only what you can honestly stand behind.
  • Dates and photos match.
  • You don't promise the claim will be accepted.

UK notes extra

  • Exaggerating a claim is insurance fraud. Keep notes strictly factual. Customers can get help with disputes from the Financial Ombudsman Service.
Last reviewed Oct 2026. Free tools change. If a screen looks different, the steps still apply.Back to top ↑

More AI jobs for roofers

  • Chase payment on insurance jobs
  • Turn your roof photos into a plain-English survey report
  • Quote "repair or replace" options side by side (subscribers)
  • Handle a flood of storm-damage enquiries fairly (subscribers)
  • Write a "how we work" page that answers cowboy worries (subscribers)
  • Get leads without door knocking (subscribers)
  • Show why your price is worth it (subscribers)

See all 17 jobs in the roofers playbook →

The full playbook

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Every job has the full steps, the exact prompt, a check-before-you-send list and optional UK notes. We keep adding new jobs and new niches, and re-checking existing jobs, while you subscribe. Monthly, cancel anytime, instant access, no password.

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