Set a quote expiry and show access costs separately, then tell people holding old quotes
The problem
A roofer's quote can sit for weeks while scaffold and material prices move. A clear expiry date and a separate line for scaffold, skip and access means price changes outside your control are visible, and you aren't absorbing a rise you didn't see coming.
What AI does
AI drafts a short paragraph for your quotes on how long they're valid and how access costs are shown, plus a message for people holding older quotes. The rules are yours and you check the wording matches your terms.
Time
The steps, in short
- Decide how long quotes are valid and which access costs appear as separate lines.
- Compare with your standard terms so nothing conflicts.
- Have AI draft the paragraph and the message.
- Compare it with a recent real quote, then update your template and contact people with older quotes.
A short sample prompt
I'm a roofer in [nation]. Using my rules below, draft a brief paragraph for my quotes on validity and itemised access costs, plus a polite note for anyone holding an older quote. Rules: [paste]
In the full playbook
- 5 steps in full
- The exact prompt to copy
- A check-before-you-send list (4 points)
- UK notes with official sources