These are prompts for everyday client and lead work in Projul. Copy one, change the parts in brackets, and paste it into your AI.
Finding and reviewing
What clients do I have in Projul? Just list their names.
Find [Sam Rivera] in Projul and show me his contact details and his projects.
Which client in Projul has the phone number [(435) 555-0187]?
List every lead in Projul that is still in the "New" stage, oldest first, with the client's phone number.
Which leads in Projul have been sitting in the same stage for more than [two weeks]?
Give me a one-line summary of each active project in Projul: name, client, address, status.
Adding clients and leads
These need a Read-Write key.
Add a client to Projul: [Sam Rivera], mobile [(435) 555-0187], email [sam.rivera@example.com], address [418 W Tabernacle St, St. George, UT 84770].
Add a new lead in Projul for [Sam Rivera] called [Rivera Kitchen Remodel] at [418 W Tabernacle St, St. George, UT 84770]. Likelihood of sale [60]%.
Add a new lead in Projul called [Ortiz Basement Finish] for a new client [Maria Ortiz], phone [(435) 555-0142]. Job address [1220 E Riverside Dr, St. George, UT 84790].
Add these three leads to Projul, each for a new client: [name, phone, job name, address; name, phone, job name, address; name, phone, job name, address].
Updating details
These need a Read-Write key.
Update [Sam Rivera] in Projul: new email [sam@riverahomes.com], keep the old one as a second email.
Put [Karen Thompson] on [Dale Thompson]'s client record in Projul as an additional contact and make her the primary contact.
Set the job address on [Rivera Kitchen Remodel] in Projul to [418 W Tabernacle St, St. George, UT 84770].
Assign [Jenny Voss] as the estimator on [Rivera Kitchen Remodel] in Projul.
Moving leads along
These need a Read-Write key.
Schedule an estimate meeting on [Rivera Kitchen Remodel] in Projul for [Monday at 10 am], one hour, with [Jenny Voss].
Move the [Rivera Kitchen Remodel] lead to the Send stage in Projul.
Mark [Rivera Kitchen Remodel] as sold in Projul.
We lost [Ortiz Basement Finish]. Mark it rejected in Projul.
Follow-ups and the contact log
The first two need a Read-Write key. The last one only reads your data, so a Read key is enough.
Log on [Rivera Kitchen Remodel] in Projul that I called [Sam] today, reached him, and he confirmed the start date.
Log on [Ortiz Basement Finish] in Projul that [Maria] texted asking to move the walkthrough to Thursday.
Which leads in Projul have had no contact logged in the last [7 days]? List them with the client's phone number so I can call.
Cleanup
Archiving and deleting need a Read-Write key.
Note: "Archive" keeps the client's projects, estimates and invoices, and can be undone later. "Delete" removes the client's projects, the tasks on them, their estimates and their invoices as well, and cannot be undone.
Archive [Sam Rivera] in Projul.
The duplicate check below only reads your data, so a Read key is enough for it.
Find clients in Projul that look like duplicates, same name and same phone or email, and list them side by side. Do not change anything yet.
Questions? Let's Chat.
support@projul.com
(844) 776-5853