Use AI to prepare a clear pre-quote walkthrough script so you ask all the right questions and never forget critical job details.
Before you visit a customer to give a quote, you need to know exactly what questions to ask so you don't miss anything important. A good walkthrough script helps you look professional, gather all the details you need for accurate pricing, and avoid costly surprises later. Use this prompt to create a custom question checklist for any type of job — whether it's a bathroom remodel, water heater replacement, or leak repair — so you show up confident and prepared.
Try this prompt today
“Act as an experienced plumbing estimator. I'm about to do a site visit to quote a job. Create a detailed walkthrough question script I can use during the visit to gather all the information I need for an accurate quote. The job type is: [describe the job, e.g. 'replacing a hot water system in a 1960s home' or 'installing new fixtures in a bathroom renovation']. Organize the questions by category (existing system, customer expectations, access and site conditions, timeline, budget concerns). Make the questions conversational and easy to ask. Include reminders about things I should visually check or photograph. Also add a final section with questions about decision-making (who approves the quote, timeline for deciding, etc.).”
February 22, 2026
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