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Talk through the job in the van and get a clear quote breakdown
You've just left the site visit with it all in your head. Say it out loud into a Google Doc and turn the ramble into a quote the customer can follow.
The problem
After a site visit you mean to write the quote that evening, but by then you've forgotten half the details, and the quote you send is one vague line.
The outcome
You've just left the site visit with it all in your head. Say it out loud into a Google Doc and turn the ramble into a quote the customer can follow.
The prompt · ChatGPT
Help me turn my site-visit notes into a clear quote breakdown. My trade: [e.g. plasterer, electrician, gardener] Customer: [first name] My dictated notes: [paste everything I said, rambling is fine]
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A short example
You've just left the site visit with it all in your head. Say it out loud into a Google Doc and turn the ramble into a quote the customer can follow.
The prompt · Copilot
Help me turn my site-visit notes into a clear quote breakdown. My trade: [e.g. plasterer, electrician, gardener] Customer: [first name] My dictated notes: [paste everything I said, rambling is fine]
The full prompt is free – sign up in 10 seconds
Get the full prompt freeAlready have an account? Log in
No password needed. We email you a sign-in link.
A short example
You've just left the site visit with it all in your head. Say it out loud into a Google Doc and turn the ramble into a quote the customer can follow.
You dictate everything you saw and agreed, straight after the visit.
The assistant asks about anything that's unclear, like quantities or who supplies materials.
You get a quote breakdown by stage, what's not included, questions to confirm and a covering message.
What happens
Use Copilot to talk through the job in the van and get a clear quote breakdown
You've just left the site visit with it all in your head. Say it out loud into a Google Doc and turn the ramble into a quote the customer can follow.
Tools
Paste the prompt, fill the blanks, copy the draft.
- Microsoft Copilot — required. Drafts from the text you paste. Nothing is sent.