Use AI to draft a clear pre-job walkthrough script so you cover everything during your initial site visit.
Before you visit a job site for the first time, you want to make sure you ask all the right questions and spot potential issues early. A clear walkthrough script helps you look professional, avoid return trips, and catch hidden problems that affect your quote. Instead of trying to remember everything on the spot, ask AI to build you a simple question list based on the type of job you're doing. You can glance at it during the visit or review it in the truck beforehand so nothing slips through the cracks. This works great for bigger jobs, unfamiliar properties, or when you're meeting a new commercial client and want to feel prepared.
Try this prompt today
“I'm a plumber about to do an initial site visit for a bathroom renovation in a two-story home built in the 1980s. Create a simple walkthrough script with questions I should ask the homeowner and things I should check or measure during my visit. Include questions about existing plumbing, access points, and any hidden issues I should look for. Keep it practical and easy to follow on-site.”
March 19, 2026
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