Job 3 of 16 · Outline

Turn your site notes into drafted quotes in one evening session

The problem

If quotes only get written after a long day, they go out late and you lose the job to whoever replied first. Dictating notes at each visit and drafting all the week's quotes in one batch means they're ready the same or next day, and your evenings are your own.

What AI does

AI turns the notes you record at each site visit into tidy draft quotes, priced from your own rate card. You check every price and every line of work before anything goes out.

Time

Time: About 5 minutes per visit, then 10 minutes per quoteTools: ChatGPT, Gemini

The steps, in short

  1. Record short notes at each visit, labelled without customer details.
  2. Keep your prices on one page the AI can work from.
  3. Set aside one session a week to turn the notes into drafts.
  4. Correct each draft yourself, then send it.

A short sample prompt

Here are my notes from a site visit: [notes]. Here is my price list: [rates]. Draft a short, clear quote for [job label] listing each piece of work and its price. Use only my notes and prices, and mark anything missing as [CHECK].

In the full playbook

  • 5 steps in full
  • The exact prompt to copy
  • A check-before-you-send list (3 points)
  • UK notes with official sources
The full playbook

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