Use AI to prepare a complete pre-estimate walkthrough script so you look professional and never forget key questions.
Before you drive out to quote a job, you need to know exactly what questions to ask so you can give an accurate estimate and avoid surprises. Use this prompt the night before or right before you head out. Just tell AI the type of job (bathroom remodel, water heater replacement, slab leak repair, etc.) and it'll generate a complete walkthrough script with every question you need to ask, measurements to take, and things to look for. You'll show up confident, cover everything in one visit, and give quotes that actually stick.
Try this prompt today
“Act as an experienced master plumber who trains apprentices on how to do thorough job estimates. I have a site visit tomorrow to quote a [describe the job type, e.g., 'full bathroom renovation in a 1960s house' or 'tankless water heater installation' or 'main sewer line replacement']. Create a detailed walkthrough script I can follow during the estimate visit that includes: all the questions I should ask the customer, measurements I need to take, existing conditions I need to inspect and document, potential problem areas to check for, photos I should take, and any red flags that might affect pricing. Organize it in the order I should walk through the job site. Make it thorough enough that I won't have to come back for missing information.”
February 17, 2026
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