Use AI to prepare a pre-quote site visit checklist so you never miss critical details.

Before you quote a job, you walk the site and gather information. Miss a detail—like hidden panel locations, asbestos, or difficult access—and your quote becomes a losing bid or an unprofitable job. AI can build you a custom site visit checklist in seconds based on the job type, so you show up prepared and capture everything that affects your pricing. **Step 1:** Open ChatGPT or Claude and describe the job type you're quoting (e.g., kitchen remodel rewire, service panel upgrade, commercial lighting retrofit). **Step 2:** Ask AI to create a site visit checklist that covers measurements, existing conditions, access issues, materials needed, and safety concerns specific to that job. **Step 3:** Review the list and add any items unique to your region (permit requirements, local code quirks, specific client requests mentioned on the phone). **Step 4:** Copy the checklist into your phone's notes app or print it before the site visit. **Step 5:** During the walk-through, work through the checklist item by item, taking photos and notes as you go. **Step 6:** After the visit, paste your notes back into the AI and ask it to flag anything that might affect your quote or timeline—things you might have overlooked in the moment. You'll walk every site systematically, catch the details that protect your profit margin, and never get halfway through a job wishing you'd noticed something during the quote.

February 22, 2026