Use AI to prepare a clear pre-job walkthrough checklist before visiting a customer's property for an estimate or inspection.

Before you arrive at a customer's home for an estimate or diagnostic visit, you want to show up organized and confident. A good pre-job walkthrough checklist helps you ask the right questions, spot potential issues, and avoid missing important details that could affect your quote or scope. Instead of creating this from scratch every time, let AI build you a custom checklist based on the specific job type. **Step 1:** Open ChatGPT or Claude and describe the upcoming job in one sentence — include the type of work (e.g., bathroom remodel estimate, leak diagnosis, water heater replacement quote) and any details the customer already mentioned. **Step 2:** Ask AI to create a walkthrough checklist you can use during the visit. Tell it to include things to look for, questions to ask the customer, measurements to take, and photos to capture. **Step 3:** Review the checklist AI gives you. Add any job-specific items based on your experience or things you know about this property or customer. **Step 4:** Copy the checklist to your phone notes or print it out so you have it with you during the site visit. **Step 5:** After the visit, ask AI to turn your checklist notes into a clean summary or quote outline you can send the customer that same day. This keeps you looking fast and professional.

March 14, 2026