PipeStitchGet quotes out the same day
Every estimate visit gets a quote the same day.
The short version
- Who runs it: The owner or estimator, in the truck after each estimate visit, for 10 minutes.
- Set it up once: about 1 hour
- Check it’s working: Every estimate visit this week has a quote sent the same day. On Friday, count the visits on your calendar and the quotes you sent; they should match.
The short version
- Who runs it: The owner or estimator, in the truck after each estimate visit, for 10 minutes.
- Set it up once: about 1 hour
- Check it’s working: Every estimate visit this week has a quote sent the same day. On Friday, count the visits on your calendar and the quotes you sent; they should match.
What it costs you today: The shop that sends a quote first often gets the job. A quote that takes three days tells the customer how the job might go.
What you’ll use
- Google Sheetsfree
- Google Docsfree
- Gmailfree
- Your AI assistantfree plan works
Set it up once
about 1 hour
Put your standard work and prices in one Google Sheet: one line per item, with the price and what it includes.
Make one quote template in Google Docs or your job software, with your logo, terms, payment options, and how long the price is good for.
Save the prompt below where you can find it on your phone, like a note or a saved chat.
Set the rule: every estimate visit gets a quote the same day, or a text saying exactly when it’s coming.
Run it every time
Before you leave the driveway, speak or type your notes into your phone: what you saw, what it needs, and anything odd.
Paste the prompt, your notes, and the lines from your price sheet that apply. You get a plain description and a list of line items.
Check every price against your sheet, and fill every [?] yourself. Take out anything you didn’t say.
Put it in your template and send it before 6 p.m.
Copy this prompt
Paste this, then your notes and the price lines that apply.
You write quotes for my [trade] business. Below are my notes from an estimate visit and the lines from my price list that apply. Using only those, write: 1) two or three sentences describing the work in plain words a homeowner understands, 2) the line items, each with the price from my list, 3) what is not included. Do not invent prices, quantities, or materials; put [?] wherever something is missing. At the end, list anything you assumed. Here are my notes and prices:
The number to check
When not to use it
- The job needs permits, an engineer, or prices from a subcontractor you don’t have yet. Send the “when it’s coming” text instead.
- You haven’t seen the job. A quote from a phone call alone is a guess, and the customer will hold you to it.
- An insurance company wants its own format. Use their form, not your template.
Privacy: Paste the job details and your prices. Leave out the customer’s name, address, and phone number; add them in your template.
When you outgrow this
Next playbook: Turn job notes into clean quotes →