Use AI to prepare a detailed pre-job walk-through checklist before surveying a new customer's property.

Before you visit a new property or quote a big job, you want to look thorough and remember to check everything that matters. Walking in with a detailed checklist helps you spot potential issues, ask the right questions, and avoid the dreaded 'I didn't notice that' moment when you're already halfway through the work. 1. Tell the AI what type of job you're quoting (kitchen remodel, bathroom renovation, leak investigation, hot water system replacement, etc.) and any details the customer already mentioned. 2. Ask the AI to generate a walk-through checklist covering everything you should inspect, measure, photograph, and ask the customer about during your site visit. 3. Review the list and tell the AI to add anything specific to the property type (e.g., old building, multi-story, heritage home, commercial kitchen) or remove anything irrelevant. 4. Ask the AI to organize the checklist by room or area so you can work systematically and not miss anything while you're on-site. 5. Copy the final checklist into your phone notes or print it out, then tick items off as you go during the actual site visit. You'll walk out with all the information you need to write an accurate quote, and customers notice when you're this organized.

March 14, 2026