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Quotes and pricing

Make a quote request checklist

What you need from a customer before you can price the job.

Best for
Owners and whoever puts quotes together
Est. time saved
45–60 minutes per checklist
Works with
ChatGPT, Claude and Gemini

When to use it

  • Quotes keep stalling because something's missing.
  • More than one person takes quote requests and you want them to ask the same things.

When not to

  • To decide prices, discounts or tax. The checklist only collects the facts.

What to have ready

  • What you ask for now
  • Your price list
  • What's included and what isn't
  • Your payment terms
  • Who does what between the inquiry and the quote

The prompt

Fill in the [BRACKETS], then paste it into ChatGPT, Claude or Gemini.

› the prompt
You're helping me make a checklist of what we need before we can quote a job. This is a draft for me to check. Don't change any system.

What we offer: [WHAT YOU OFFER]
What we ask for now: [E.G. NAME, ADDRESS, WHAT THEY NEED, WHEN]
My price list: [PASTE IT, OR DESCRIBE HOW YOU PRICE]
What's included and what isn't: [YOUR USUAL INCLUSIONS AND EXCLUSIONS]
Payment terms: [E.G. 50% UP FRONT]
Who does what: [E.G. SAM TAKES THE INQUIRY, I PRICE IT]

Please:
1. List everything we need to know before we can price a job, grouped into: the customer, the job, the price, payment, and anything we depend on.
2. For each item, say why we need it and who should get it.
3. Add a simple test: ready to quote, not ready, or needs my decision. Anything unknown means not ready.
4. Point out anything we ask twice, or never ask but need.
5. Turn the customer questions into a short form or email I can use.

Rules:
- Use only what I've told you. Don't invent prices, terms, tax rules or steps.
- If price, tax or payment terms are missing, the quote isn't ready. Don't fill them in.
- This is a draft. I'll check it before anyone uses it.

Example input

A made-up example of what the brackets might say.

What we offer: commercial cleaning. What we ask now: company, address, size of the space, how often. Price list: per square foot, by visit frequency. Included: cleaning materials. Not included: window cleaning. Payment: monthly in advance. Who does what: Sam takes the inquiry, I visit and price it.

Tips

  • Put the customer questions on your inquiry form, so most of the checklist fills itself in.
  • Go over it again when your prices or services change.

Draft a quote

A quote built from your own prices and scope, with gaps flagged, not guessed.

Open prompt: Draft a quoteEst. time saved: 30–45 minutes per quote

Want prompts built around your business?

Our AI Tool Audit finds the jobs worth handing to AI, and writes ready-to-use prompts for your top three.