Prompts for building, changing and reading estimates. Copy one, change the parts in brackets, and paste it into your AI.
Note: Building and editing need a Read-Write key and work while a version is a Draft, waiting for review, or sent back for revision. A change order is created as a new Draft, so your AI can add one even after the estimate is approved. Reading works with either key at any status.
Reading an estimate
Tell me about the [Thompson Deck Rebuild] estimate in Projul: sections, totals, tax and status.
What is the gross margin on [Thompson Deck Rebuild] in Projul, and which section has the lowest margin?
How much of the [Thompson Deck Rebuild] estimate in Projul has been invoiced, and what is left to invoice?
List every estimate in Projul whose head document is still a Draft, with its project and projected total. Do not count an approved estimate that only has a draft change order.
Which estimates in Projul are past their expiry date without a client decision yet?
Building one
Create an estimate in Projul for [Rivera Kitchen Remodel] from my [Kitchen Remodel] template and apply our [Utah] tax.
Build an estimate in Projul for [Thompson Deck Rebuild] with three sections, [demolition and disposal, framing and decking, railings and finish]. Give me reasonable quantities, costs and markups for each line, and I will correct them.
Create an estimate in Projul for [Ortiz Basement Finish]. Use my usual rates from the cost-item library and lay it out as [demo, framing, electrical, drywall, flooring, finish]. Put in reasonable quantities for a [600 sq ft basement] and I will correct them.
Editing one
On the [Thompson Deck Rebuild] estimate in Projul, change the decking to [360] sq ft and raise the framing labor to [56] hours.
Add a [Permits and fees] section to [Thompson Deck Rebuild] in Projul with one line, [Building permit, $350, no markup, not taxable].
Apply our [Utah] tax rate to the [Thompson Deck Rebuild] estimate in Projul.
Apply the [Repeat client 5%] discount to [Thompson Deck Rebuild] in Projul.
Hide the line prices in the [Demolition and disposal] section of [Thompson Deck Rebuild] in Projul but show the quantities.
Make the [Railings] section on [Thompson Deck Rebuild] in Projul a selection where the client must choose one of [aluminum at $1,995, cable at $2,856, composite at $2,310], with aluminum selected.
Set the title on the [Thompson Deck Rebuild] estimate in Projul to [Composite Deck Rebuild] and make it expire in [30 days].
Change orders
Add a change order to [Thompson Deck Rebuild] in Projul called [Privacy screen]: [24 lin ft of cedar screen at $32 plus 25%] and [8 hours of labor at $55 plus 40%]. Apply our [Utah] tax.
Add a change order to [Thompson Deck Rebuild] in Projul crediting the client [$450] because we did not need the dumpster.
Templates and the cost-item library
What estimate templates do I have in Projul?
Save the [Thompson Deck Rebuild] estimate in Projul as a template called [Composite Deck].
Create a section template in Projul called [Dumpster and disposal] with [a 20-yard dumpster at $450 plus 15%] and [4 hours of labor at $45 plus 40%].
Add [Finish carpentry labor] to my cost-item library in Projul: [$58] per hour, [40]% markup, labor.
Before you send it
Check the [Thompson Deck Rebuild] estimate in Projul for anything odd: lines with no cost, sections with no lines, missing tax, or a margin under [20]%.
Read the [Thompson Deck Rebuild] estimate in Projul and write a two-paragraph introduction for the client, then put it on the estimate.
Publishing and sending are done in Projul. See Can my AI publish or send an estimate?.
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