Prepare for a job walk-through by having AI generate a professional site assessment checklist and documentation template.
Before you meet a new client or walk a job site for the first time, you want to look organized and catch every detail that affects your estimate. Use this prompt to generate a comprehensive site assessment checklist tailored to the specific job type. AI will help you create a form you can fill out on-site that captures everything from existing panel specs to access challenges, so nothing gets missed and you can quote accurately the first time.
Try this prompt today
“Act as an experienced electrical contractor preparing for a new job site assessment. I need you to create a detailed walk-through checklist for the following project: [describe the job, e.g., 'rewiring a 1960s two-story home' or 'installing EV charger in commercial parking garage']. Include sections for: existing electrical system details I need to document, potential problems or red flags to look for, measurements I should take, photos I should capture, questions to ask the client on-site, and access/safety considerations. Format this as a printable checklist I can take with me and fill out during the walk-through.”
February 17, 2026
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