Use AI to prepare a clear walk-through checklist before inspecting a new job site or building.

Before you arrive at a new job site — especially for bigger commercial work, multi-unit buildings, or unfamiliar properties — it helps to have a checklist ready so you don't miss anything important. AI can help you build a custom walk-through list based on the type of property, the work you're quoting, and the details you need to gather. **Step 1:** Open ChatGPT or Claude and describe the property and job type. Include basics like: residential or commercial, how many units or floors, what the customer wants done, and any concerns they mentioned. **Step 2:** Ask AI to create a detailed walk-through checklist you can use during your site visit. Request it to include: areas to inspect, measurements to take, photos to capture, questions to ask the property owner, and potential issues to look for. **Step 3:** Review the checklist and add or remove items based on your experience. If something doesn't fit or you know a certain issue is common in your area, tell the AI to adjust it. **Step 4:** Ask AI to format the checklist so it's easy to use on your phone or print out. Request numbered items, clear headings, and space for notes. **Step 5:** Save or print the checklist and bring it with you to the site. Use it to guide your inspection so you gather everything you need for an accurate quote and don't have to make a return trip. **Step 6:** After the visit, paste your notes back into the AI and ask it to summarize what you found and highlight any red flags or extra costs to discuss with the customer. This gives you a clean starting point for writing your estimate.

March 19, 2026