Home · Business tools · Turn a customer's WhatsApp chat into a job sheet and a quote
Turn a customer's WhatsApp chat into a job sheet and a quote
The details, measurements and photos are buried in a long WhatsApp chat. Export it and get a job sheet, the questions still open and a quote message.
The prompt · ChatGPT
Turn this WhatsApp chat into a job sheet and quote. Chat export: [attach the .txt file or paste the messages] My rates or prices: [give them, or leave blank] What I can't do: [e.g. no weekend work]
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What you get (sample answer)
Job sheet: customer Maya Larkin; address 14 River Lane (from chat); fit 3 internal doors; sizes 762/1981 noted; parking on street; prefer Thu/Fri. Open questions: paint finish; whether hinges are supplied; access to loft hatch. Quote message: "Hi Maya — for three doors as discussed, fitting is [rate] each, hinges [rate] if we supply. Free Thu or Fri next week after 10. Reply with finish colour and I'll confirm." Price risk: chat mentioned "fire doors?" once — confirm before quoting.
In WhatsApp, open the chat, tap More options (or the contact name on iPhone), then Export chat, and choose Without media unless you need the photos.
Remove anyone else's personal details before uploading.
Paste the prompt above into any assistant and attach the file.
Why it helps
Customers send everything on WhatsApp in bits, so you scroll back through 200 messages to write a quote and still miss something.
Tools
Paste the prompt, fill the blanks, copy the draft.
- ChatGPT — required. Works with the business tool named on this recipe. You stay in control of what gets sent.