Use AI to prepare a clear pre-job walkthrough checklist before meeting a new client at their property.
When you're meeting a new client on site for the first time, showing up with a clear plan makes you look professional and helps you catch details others might miss. Instead of winging it or relying on memory, use AI to generate a customized walkthrough checklist based on the type of job. Give it a quick description of what the client wants, and it'll give you a list of things to look for, questions to ask, and measurements or photos to take. This works for service calls, remodels, new installs, or troubleshooting visits. You'll walk in organized, ask the right questions, and leave with everything you need to write an accurate quote.
Try this prompt today
“I'm an electrician meeting a homeowner tomorrow to quote a kitchen remodel that includes adding under-cabinet lighting, moving some outlets, and upgrading the panel if needed. Create a walkthrough checklist of things I should look for, questions to ask the client, and measurements or photos I should take while I'm there so I don't miss anything when I write the estimate.”
March 19, 2026
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