Use AI to prepare a clear list of customer questions to ask before quoting complex or unfamiliar jobs.
When a customer calls about a job you haven't done often — like a tankless water heater install, a sump pump replacement, or a bathroom remodel — it's easy to forget important questions during the call. You end up needing to call back, look unprepared, or worse, quote without knowing the full picture. AI can help you prepare a smart question list in seconds based on the job type, so you sound confident and gather everything you need the first time. Just tell the AI what kind of job it is and any details the customer already mentioned. It'll give you a list of practical questions to ask — about access, existing systems, customer preferences, and potential complications. Copy it to your phone or print it before the call or site visit, and you'll walk in looking like a pro who's done this a hundred times.
Try this prompt today
“I'm a plumber about to quote a customer on installing a tankless water heater in their home. I need a list of practical questions to ask during our phone call or site visit so I don't miss important details. Include questions about their current setup, space and venting, water usage, budget expectations, and anything that could complicate the install. Keep it simple and conversational.”
March 9, 2026
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