Draft a service quote from a complete job request
Turn the request and your price book into a quote the owner can check before sending.
What you’ll produce
A quote draft with priced line items, source references, assumptions and unanswered scope questions.
Inputs & connections
- Customer request, site notes, measurements and photos where useful
- Current price book, minimum charges, exclusions and examples of accepted quotes
Approved files or pasted job details are enough for a first draft. Sending a quote or writing to estimating software requires a separately configured connection.
Your starting prompt
Replace the bracketed fields. This is our suggested prompt, not a quote from the source.
Prepare a quote draft for [job request] using only [approved price book and scope rules]. Itemize quantity, unit, rate, subtotal and the source of each rate. Check arithmetic and minimum charges. Separate customer-provided measurements from estimates. Put missing scope, site-access constraints and ambiguous quantities in a questions section instead of making them up. Mark items needing an estimator's decision. Include stated exclusions and the quote-validity rule from the supplied policy. Return the draft and a source table; do not send it, discount it, promise a start date or accept a contract.
How to run it
- 01
Define the minimum information needed to price a job and request any missing measurements.
- 02
Provide the current price book and one representative approved quote.
- 03
Generate the draft and reconcile quantities, rates, minimums and totals.
- 04
Have the estimator resolve uncertain scope and approve the final price.
- 05
Send through the normal quoting process and record when the customer received it.
Review before you act
Check site conditions, quantities, rate validity, exclusions, taxes as specified by the business and any proposed work date.
Limitations & success checks
- A faster quote may help response time, but it does not prove AI caused a sale.
- Photos and descriptions may omit work that needs an on-site inspection.
Measure: Time from a complete request to an approved quote, pricing corrections and quote outcomes tracked separately.
Sources & attribution
The sources below support the reported example or a tool capability. They do not validate our prompt or prove the outcome in your environment.
Source post and author checked through X public oEmbed on October 17, 2026. The author reports already drafting quotes with Claude, with substantial supervision. He says more than half of converted quotes were sent within 48 hours, not that more than half were AI-drafted. Feeding a recorded site walkthrough into AI is a proposed next step. The quote-checking workflow here is an editorial adaptation, not a reproduced performance result.
Creator / publisher: @JaredDHardin
Editorial review: 2026-10-17. How we label evidence.