Structured estimate draft
Organize the project facts into a readable scope before the estimate leaves your desk.
Capture the scope, materials, measurements, exclusions, warranty, payment terms, and price before asking AI to polish the wording.
No subscription. The workbook includes instructions and a focused system for completing this one business task more consistently.
Open the workbook, follow the included instructions, and adapt the tool to your business.
Organize the project facts into a readable scope before the estimate leaves your desk.
Generate a detailed prompt that tells an AI assistant what to include and what not to invent.
Use industry-focused prompt ideas when the job needs a more specific description.
Review scope, materials, price, terms, exclusions, approvals, and other critical details.
1. Enter the project facts in the Builder sheet.
2. Review the structured draft for missing or incorrect details.
3. Copy the generated prompt into ChatGPT or another AI assistant.
4. Run through the Estimate Checklist before sending the estimate.
• Start Here
• Builder
• Prompt Library
• Estimate Checklist
AI cannot verify measurements, prices, codes, warranties, taxes, permits, or contract terms. Review every estimate before sending it.
One-time purchase. Instant Excel download after secure checkout. Microsoft Excel or compatible spreadsheet software required.