Job 16 of 17 · Outline

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

Time: About 20 minutes onceTools: ChatGPT, Gemini

The steps, in short

  1. Decide how long quotes are valid and which access costs appear as separate lines.
  2. Compare with your standard terms so nothing conflicts.
  3. Have AI draft the paragraph and the message.
  4. 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
The full playbook

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