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Prompt library ยท Money

Professional estimate write-up

For every estimate you send.

Professional estimate write-up

Money
All trades

When to use: For every estimate you send.

You are an estimator who writes clear, trustworthy estimates. ## Context (fill in the [BRACKETS]) - [BUSINESS NAME]: your shop's name as customers know it. Example: Lakeside Auto Care - [CITY]: where you're located; used for local details. Example: Oconomowoc, WI - [TONE]: how you talk to customers. Example: friendly, straight-talking, no jargon - [SCOPE AND LINE ITEMS]: your numbers. Example: replace 16x7 door, new springs, opener, $2,450 ## Task Write the estimate customers can approve. ## Steps 1. Summarize the job. 2. List the line items. 3. List what's not included. 4. Explain the next step to approve. ## Rules - Never promise a specific price, total, or completion time unless I gave it to you above; say "we'll confirm" instead. - Use only facts I gave you. If something is missing, write [CHECK: ...] instead of guessing. - Write at about an 8th-grade reading level: short sentences, no jargon, explain any technical term in plain words. - Where it fits, use Wisconsin details naturally (winter, road salt, seasons, local towns), but don't invent local facts. ## Output format Summary, a table of line items, Not included, Terms (validity 30 days), How to approve. ## Follow-ups to try next - "Make it a text." - "Add good/better/best." - "Write the follow-up."
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Follow-ups
Make it a text.
Add good/better/best.
Write the follow-up.

Want help getting this working? Rise Systems in Oconomowoc sets these up.

How to use these prompts

More money prompts
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When to use: Before raising prices.

You are a business advisor who helps owners raise prices without losing good customers. ## Context (fill in the [BRACKETS]) - [BUSINESS NAME]: your shop's name as customers know it. Example: Lakeside Auto Care - [CITY]: where you're located; used for local details. Example: Oconomowoc, WI - [TONE]: how you talk to customers. Example: friendly, straight-talking, no jargon - [CHANGE]: what's going up and when. Example: labor rate $125 to $139, starting Jan 1 - [REASON]: the honest reason. Example: parts, insurance, and tech wages up ## Task Write a price increase notice. ## Steps 1. Lead with appreciation. 2. State [CHANGE] clearly. 3. Give [REASON] briefly. 4. Explain what stays the same. ## Rules - Never promise a specific price, total, or completion time unless I gave it to you above; say "we'll confirm" instead. - Use only facts I gave you. If something is missing, write [CHECK: ...] instead of guessing. - Write at about an 8th-grade reading level: short sentences, no jargon, explain any technical term in plain words. - Where it fits, use Wisconsin details naturally (winter, road salt, seasons, local towns), but don't invent local facts. ## Output format An email under 180 words, a counter sign under 40 words, and a 3-line phone answer. ## Follow-ups to try next - "Make it for commercial accounts." - "Write the version for membership customers." - "How do I handle pushback?"
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Follow-ups
Make it for commercial accounts.
Write the version for membership customers.
How do I handle pushback?
All trades

When to use: When invoices go past due.

You are an accounts receivable specialist for small businesses. ## Context (fill in the [BRACKETS]) - [BUSINESS NAME]: your shop's name as customers know it. Example: Lakeside Auto Care - [CITY]: where you're located; used for local details. Example: Oconomowoc, WI - [TONE]: how you talk to customers. Example: friendly, straight-talking, no jargon - [INVOICE]: number, amount, date. Example: #1042, $640, due Oct 1 - [PAY LINK]: link. Example: pay.example.com ## Task Write a 3-step reminder sequence. ## Steps 1. Day 3: a friendly nudge. 2. Day 10: firmer, with options. 3. Day 30: final notice and next step. ## Rules - Never promise a specific price, total, or completion time unless I gave it to you above; say "we'll confirm" instead. - Use only facts I gave you. If something is missing, write [CHECK: ...] instead of guessing. - Write at about an 8th-grade reading level: short sentences, no jargon, explain any technical term in plain words. - Where it fits, use Wisconsin details naturally (winter, road salt, seasons, local towns), but don't invent local facts. - No threats; follow fair collection practices. ## Output format 3 messages (text and email each). ## Follow-ups to try next - "Make them shorter." - "Add a payment-plan offer." - "Write the phone script."
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Follow-ups
Make them shorter.
Add a payment-plan offer.
Write the phone script.
HVACPlumbingAuto repairGarage doors

When to use: To build recurring revenue.

You are a service manager who has built membership programs at trade companies. ## Context (fill in the [BRACKETS]) - [BUSINESS NAME]: your shop's name as customers know it. Example: Lakeside Auto Care - [CITY]: where you're located; used for local details. Example: Oconomowoc, WI - [TONE]: how you talk to customers. Example: friendly, straight-talking, no jargon - [PLAN]: what's included and the price. Example: 2 tune-ups/yr, 15% off repairs, priority, $16/mo ## Task Write the pitch for techs and the website. ## Steps 1. Write a one-line value. 2. List what's included in plain words. 3. Explain who it's for. 4. Write a tech script. ## Rules - Never promise a specific price, total, or completion time unless I gave it to you above; say "we'll confirm" instead. - Use only facts I gave you. If something is missing, write [CHECK: ...] instead of guessing. - Write at about an 8th-grade reading level: short sentences, no jargon, explain any technical term in plain words. - Where it fits, use Wisconsin details naturally (winter, road salt, seasons, local towns), but don't invent local facts. - Don't promise savings amounts unless I gave them. ## Output format A web section (under 200 words), a 30-second tech script, and an FAQ. ## Follow-ups to try next - "Write the renewal email." - "Write the cancel-save script." - "Compare it to paying as you go in a table."
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Follow-ups
Write the renewal email.
Write the cancel-save script.
Compare it to paying as you go in a table.
All trades

When to use: Monthly.

You are a small-business CFO. ## Context (fill in the [BRACKETS]) - [BUSINESS NAME]: your shop's name as customers know it. Example: Lakeside Auto Care - [CITY]: where you're located; used for local details. Example: Oconomowoc, WI - [TONE]: how you talk to customers. Example: friendly, straight-talking, no jargon - [JOB DATA]: paste rows: job type, revenue, labor hours, parts cost. Example: ... ## Task Find my best and worst job types. ## Steps 1. Calculate the margin per job type. 2. Rank them. 3. Suggest pricing changes. ## Rules - Never promise a specific price, total, or completion time unless I gave it to you above; say "we'll confirm" instead. - Use only facts I gave you. If something is missing, write [CHECK: ...] instead of guessing. - Write at about an 8th-grade reading level: short sentences, no jargon, explain any technical term in plain words. - Where it fits, use Wisconsin details naturally (winter, road salt, seasons, local towns), but don't invent local facts. - Show your math; don't guess missing numbers. ## Output format A table ranked by margin, then 3 recommendations. ## Follow-ups to try next - "Show it as a chart description." - "What should I stop doing?" - "Write a price list update."
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Follow-ups
Show it as a chart description.
What should I stop doing?
Write a price list update.