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AI for tradespeople: faster quotes and messages after a day on site

Most tradespeople write quotes and messages in the evening, after a long day on site. The prompts below help you write them faster and more clearly. Copy them into ChatGPT, Gemini or Copilot, replace the text in [square brackets] and check the numbers.

10 prompts to copy

Tip: replace the text in [square brackets] with your own details. Read every AI answer before sending it and check numbers, names and dates.

1Quote for a customer

Prepare a clear quote for customer [name] for this job: [job description, e.g. replacing the electrical wiring in a bathroom]. Materials: [list with prices]. Labour: [hours] hours at [rate] €/hour. Add VAT at [rate]%, completion time [time], payment terms [terms] and how long the quote is valid. Format: a table and 3 sentences.

2Description of work done

From my notes, write a tidy description of the work done for customer [name] to attach to the invoice: [notes, e.g. replaced valve, checked for leaks, cleaned filter]. Format: short bullet points in plain language. At the end, add a recommendation for [next inspection or maintenance].

3Delay notice

I need to tell customer [name] that the job [job description] will be delayed by [how long] because of [reason, e.g. a late material delivery]. Write a polite, honest message of up to 60 words with the new expected date [date] and an offer to call me on [phone].

4Polite reminder for an unpaid invoice

Write a polite reminder to customer [name] about invoice no. [number] dated [date] for [amount] €, which was due on [due date]. Include the payment details: [IBAN, reference]. Tone: friendly but clear. Up to 70 words. Also prepare a second, firmer version in case payment doesn't arrive within 14 days.

5Before-and-after post

Write a Facebook or Instagram post with before-and-after photos of this job: [job description, e.g. restoring wooden stairs in a house]. Location: [town]. Duration: [duration]. Up to 60 words, one practical tip for homeowners and a call to get in touch on [phone]. Don't mention the customer's name.

6Questions before a site visit

A customer wants [job description]. Write 7 questions I can send them before the site visit so I arrive prepared (measurements, condition, access, photos, preferred deadline, budget ...). Simple questions that work by SMS or email.

7Maintenance instructions after the job

Write short maintenance instructions after [job description, e.g. installing a heat pump or varnishing a parquet floor] that I can hand to the customer. 5 to 7 bullet points, plain language, with a recommendation for when to call me again on [phone].

8Politely turning down an enquiry

I received an enquiry for [job description] that I can't take on because [reason, e.g. I'm fully booked until [month]]. Write a polite reply of up to 50 words that doesn't turn the customer away for good. Offer [another date or a recommendation].

9Business description for your Google profile

Write a description for the Google Business Profile of [business name], [trade] in [town] and the surrounding area. Services: [list]. What makes us different: [e.g. experience, warranty, quick response]. Up to 750 characters, natural and without exaggerated claims. Include the words customers type into Google, e.g. [trade] [town].

10Weekly work plan

Here are my jobs for this week: [list of jobs with locations, expected duration and deadlines]. Create a Monday-to-Friday schedule with as little driving between locations as possible that meets the deadlines. Warn me if something doesn't fit.

2 simple automations

Enquiries with all the details at once

Tools: Google Forms + WhatsApp Business (free) · about 30 minutes

  1. In Google Forms, create an enquiry form: name, phone, location, job description, rough measurements, preferred deadline.
  2. At the end of the form, add the line: “Please send photos via WhatsApp to [number].” (File uploads in Google Forms require a Google account sign-in, so WhatsApp is easier for customers.)
  3. Turn on email notifications for new responses.
  4. Add the form link to your Google profile, Facebook and email signature. In WhatsApp Business, create a quick reply /form with this link.
  5. When an enquiry comes in, paste the details into the “Quote for a customer” prompt above.

Quote template in Google Docs

Tools: Google Docs + ChatGPT (free) · about 45 minutes the first time

  1. In Google Docs, create a quote template with a header (logo, business name, VAT number, IBAN) and an empty table for line items.
  2. Save the document as “TEMPLATE – quote” and never edit it directly.
  3. For each new quote, choose File → Make a copy.
  4. Use the “Quote for a customer” prompt in ChatGPT to prepare the line items and text, check the numbers and paste them into the copy.
  5. Download the quote as a PDF (File → Download → PDF) and send it to the customer.

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Frequently asked questions

Can AI calculate the price of my work?

AI can add up the line items and prepare a clear quote, but you set the prices, hours and materials. Always check the totals.

Does AI replace my invoicing software?

No. You keep issuing invoices in your invoicing software or through your accountant. AI helps you with texts, descriptions and messages.

Is it safe to enter customer data into AI?

Don't enter sensitive data in prompts, such as national ID numbers, card numbers or health information. You can replace the customer's name with [name] and add it only in the final text.

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