Quotes that took him an hour per 10 now come out with datasheets in about 15 minutes.
AI for Quotes & Estimates: Wisconsin small business use cases
Faster, clearer quotes.
AI is weakest reading dense drawings as images. Pull out the notes and schedules as text first.
It got there only because he gave it every variable. Others report about 70% accuracy on AI takeoffs.
A skeptic's view: entering everything into the AI is the same work as writing the quote.
One uses an estimating tool with built-in AI takeoff that saves him hours, but warns never to replace estimator instincts.
Showing the customer their own yard finished beat 'we'll think about it.'
An evening of building, and now the part that took him hours runs in 30 seconds.
He hated the awkward "did you decide?" call, so he had ChatGPT write a short follow-up text for every quote.
A ChatGPT-written description on every line, e-signature, and automatic nudges at 3, 7 and 10 days.
A structured "experienced electrical estimator" prompt turns drawings into a draft takeoff.
A clean estimate with a plain-English summary, a line-item table, what's not included, and how to approve.
- Copy the prompt below with the Copy button, paste it into the message box, and replace every [BRACKET] with your details.
- Press Enter. Read the whole answer before using any of it.
A 3-message follow-up sequence you can send by hand or load into your software.
- Open chatgpt.com (or claude.ai) and sign in.
- Click **New chat** (top left).
A simple calculator by size, rooms and frequency gives instant quotes.
- Build a price formula
- Put it on an online form
A plain-English claim guide, an FAQ, and a 'what to bring' list.
- Open chatgpt.com (or claude.ai) and sign in.
- Click **New chat** (top left).
AI turns tech notes into a clear explanation the customer understands.
- Paste tech notes
- Ask for a 5th-grade-level explanation with why it matters
The customer texts a label photo and AI helps identify the model.
- Ask for a photo of the opener label
- AI reads it
AI drafts three option tiers from your base quote.
- Paste in the base scope and parts
- Ask AI for 3 tiers with plain-English benefits
AI explains the insurance estimate, line by line.
- Remove personal info
- Upload the estimate
An automatic 3-touch follow-up on quotes that haven't been accepted.
- Turn on quote follow-ups
- Write 3 short messages (day 2, 5, 10)
Customers text photos and AI drafts a rough estimate for you to check.
- Ask customers for photos
- Paste the photos and details into ChatGPT with your price list