Use AI to prepare a full job walkthrough plan so you know exactly what to check, measure, and photograph before quoting.
Before you visit a customer's property to assess a job, having a structured plan saves time and makes you look organized. This prompt creates a custom job walkthrough plan based on the type of work you're quoting. You'll get a step-by-step checklist of what to inspect, what measurements to take, what photos to capture, and what questions to ask — so you never miss critical details that could cost you later.
Try this prompt today
“Act as an experienced plumbing contractor who specializes in thorough job assessments. I have a job walkthrough coming up and need a complete preparation plan. The job is: [describe the job, e.g., 'full bathroom renovation in a 1980s townhouse' or 'replace old cast iron drain stack in a two-story home' or 'install new water heater and update supply lines']. Create a detailed walkthrough plan that includes: 1) Specific things I should inspect and look for (existing conditions, potential problems, code issues), 2) All measurements I need to take, 3) Photos I should capture for my records and quote, 4) Questions I must ask the homeowner before I leave, 5) Any access issues or prep work the customer should do before I arrive. Format this as a simple checklist I can follow on-site.”
February 17, 2026
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