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AI for Quotes & Estimates: Wisconsin small business use cases

Faster, clearer quotes.

AU
Write estimates customers understand and approve

A clean estimate with a plain-English summary, a line-item table, what's not included, and how to approve.

Auto repairHVACPlumbingElectricalGarage doorsAuto bodyMediumPlaybook
  1. Copy the prompt below with the Copy button, paste it into the message box, and replace every [BRACKET] with your details.
  2. Press Enter. Read the whole answer before using any of it.
Wisconsin Trades AI editorial·Oct 2026
HV
Follow up on every unsold estimate

A 3-message follow-up sequence you can send by hand or load into your software.

HVACPlumbingElectricalGarage doorsAuto repairAuto bodyMediumPlaybook
  1. Open chatgpt.com (or claude.ai) and sign in.
  2. Click **New chat** (top left).
Wisconsin Trades AI editorial·Oct 2026
CL
Quote cleaning jobs instantly

A simple calculator by size, rooms and frequency gives instant quotes.

CleaningMedium
  1. Build a price formula
  2. Put it on an online form
Wisconsin Trades AI editorial·Oct 2026
BD
Explain the insurance claim process to collision customers

A plain-English claim guide, an FAQ, and a 'what to bring' list.

Auto bodyMediumPlaybook
  1. Open chatgpt.com (or claude.ai) and sign in.
  2. Click **New chat** (top left).
Wisconsin Trades AI editorial·Oct 2026
AU
Rewrite technical estimates in plain English

AI turns tech notes into a clear explanation the customer understands.

Auto repairAuto bodyHVACElectricalEasy
  1. Paste tech notes
  2. Ask for a 5th-grade-level explanation with why it matters
Wisconsin Trades AI editorial·Oct 2026
GD
Identify the opener or spring from a photo

The customer texts a label photo and AI helps identify the model.

Garage doorsEasy
  1. Ask for a photo of the opener label
  2. AI reads it
Wisconsin Trades AI editorial·Oct 2026
HV
Turn one quote into good/better/best options

AI drafts three option tiers from your base quote.

HVACPlumbingElectricalRoofingEasy
  1. Paste in the base scope and parts
  2. Ask AI for 3 tiers with plain-English benefits
Wisconsin Trades AI editorial·Oct 2026
BD
Summarize insurance estimates for customers

AI explains the insurance estimate, line by line.

Auto bodyRoofingMedium
  1. Remove personal info
  2. Upload the estimate
Wisconsin Trades AI editorial·Oct 2026
HV
Follow up on every unsold quote

An automatic 3-touch follow-up on quotes that haven't been accepted.

HVACPlumbingElectricalRoofingLandscapingGarage doorsEasy
  1. Turn on quote follow-ups
  2. Write 3 short messages (day 2, 5, 10)
Wisconsin Trades AI editorial·Sep 2026
BD
Draft a quote from customer photos

Customers text photos and AI drafts a rough estimate for you to check.

Auto bodyRoofingLandscapingCleaningGarage doorsMedium
  1. Ask customers for photos
  2. Paste the photos and details into ChatGPT with your price list
Wisconsin Trades AI editorial·Sep 2026
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