These are prompts for the work a landscape and hardscape company does every week. Copy one, change the parts in brackets, and paste it into your AI; reading works with a Read key, anything that creates or changes a record needs Read-Write.
Say it in your own words if you want. Your AI understands the request either way, the same as a coworker would.
In this Article
- Leads and site visits
- Estimates
- Change orders
- Scheduling the install
- Maintenance and seasonal work
- Photos, files and job records
- Reading your book of work
Leads and site visits
Add a new lead in Projul called [Alvarez Backyard Renovation] for [Sam Alvarez] at [418 W Tabernacle St, St. George, UT 84770]. Paver patio, seat wall and new sod. Likelihood [60]%, estimator [Grace Oakes].
Add a lead in Projul called [Nguyen Front Yard Refresh] for a new client, [Dana Nguyen], phone [(435) 555-0142], email [dana@example.com], property at [1220 E Riverside Dr, St. George, UT 84790]. Referred by [Sam Alvarez].
Log a call on [Alvarez Backyard Renovation] in Projul: inbound phone call today, budget around [$28,000], wants the patio finished before [Memorial Day].
Schedule an estimate meeting on [Alvarez Backyard Renovation] in Projul for [Thursday at 9 am] for [an hour] with [Grace Oakes], with a checklist: [measure patio and wall, check downspouts and low spots, find the controller and backflow, photograph gate width].
Add notes to [Alvarez Backyard Renovation] in Projul from the walk-through: [heavy clay, standing water at the back fence, 34-inch gate so no skid steer, two junipers to remove].
Move the [Alvarez Backyard Renovation] lead in Projul to the Write stage and set the likelihood of sale to [75]%.
Add a follow-up reminder in Projul on [Nguyen Front Yard Refresh] for [next Monday at 8 am] assigned to [Grace Oakes]: [call Dana about the planting proposal].
Mark [Alvarez Backyard Renovation] as sold in Projul and log that Sam approved it on the phone this morning.
Estimates
Create an estimate in Projul for [Alvarez Backyard Renovation] from my [Full Backyard Renovation] template, then set the patio to [480] sq ft and the sod to [1,200] sq ft. Apply our [Utah] tax.
Build an estimate in Projul for [Mercer Backyard Patio] with sections for [site prep and demo, base and compaction, paver install, seat wall, cleanup]. Patio is [420] sq ft of [holland paver at $4.85] plus [25]%, base is [12] tons at [$32] plus [20]%, bedding sand [3] tons at [$38] plus [20]%, edge restraint [80] lin ft at [$2.40] plus [25]%, labor [64] hours at [$48] plus [40]%.
Build an irrigation estimate in Projul for [Nguyen Front Yard Refresh]: [3] zones, each with [8] rotors at [$14] plus [25]%, [1] valve at [$38] plus [25]%, [140] lin ft of lateral at [$0.92] plus [25]% and [7] hours of labor at [$46] plus [40]%. Add a controller section with a [6-station controller at $210] plus [25]% and a [rain sensor at $62] plus [25]%.
Create an estimate in Projul for [Sandstone HOA Fall Cleanups]. Use my usual rates from the cost-item library and lay it out as [leaf removal, bed cleanup and cutback, gutter clear, irrigation blowout]. Put in reasonable quantities for [four buildings] and I will correct them.
Add a [Low-voltage lighting] section to [Alvarez Backyard Renovation] in Projul: [1] transformer at [$285] plus [25]%, [6] path lights at [$74] plus [30]%, [4] uplights at [$88] plus [30]%, [250] lin ft of wire at [$0.62] plus [25]%, [10] hours of labor at [$48] plus [40]%.
On the [Alvarez Backyard Renovation] estimate in Projul, make the [Patio surface] section a selection where the client must choose one: [paver $6,180], [flagstone $8,940] or [stamped concrete $5,760], with paver selected.
Add an optional [Add-ons] section to [Alvarez Backyard Renovation] in Projul the client can pick from: [gas fire pit $3,240], [lighting package $2,180], [drip to the planters $640]. None selected to start.
Raise the markup on every plant line in [Alvarez Backyard Renovation] in Projul to [35]% and leave the bulk material at [20]%.
Apply our [Utah] tax rate and the [Repeat client 5%] discount to [Alvarez Backyard Renovation] in Projul.
Read the [Alvarez Backyard Renovation] estimate in Projul and write a two-paragraph introduction for the client covering [the drainage work, the patio build-up and the plant warranty] that I can paste into the estimate.
Check the [Alvarez Backyard Renovation] estimate in Projul for anything odd: lines with no cost, sections with no lines, missing tax, or a margin under [20]%.
Save the [Alvarez Backyard Renovation] estimate in Projul as a template called [Full Backyard Renovation].
Create a section template in Projul called [Drainage, French drain] with [60 lin ft of 4-inch perforated pipe at $3.10 plus 25%], [6 cu yd of drain rock at $58 plus 20%], [filter fabric $85 plus 20%] and [16 hours of labor at $42 plus 40%].
Add [Skid steer day rate] to my cost-item library in Projul: [$385] per day, [15]% markup, other.
Change orders
Add a change order to [Alvarez Backyard Renovation] in Projul called [Rear yard drainage]: [80] lin ft of perforated pipe at [$3.10] plus [25]%, [8] cu yd of drain rock at [$58] plus [20]%, [1] dry well kit at [$340] plus [25]%, [20] hours of labor at [$42] plus [40]%, and [1] day of mini excavator at [$385] plus [15]%. Apply our [Utah] tax.
Add a change order to [Alvarez Backyard Renovation] in Projul called [Fire pit]: [1] gas fire pit kit at [$1,860] plus [25]%, [40] face ft of veneer block at [$8.40] plus [25]%, [16] hours of labor at [$48] plus [40]%.
Add a change order to [Alvarez Backyard Renovation] in Projul swapping the [bark mulch] in the back beds for [9 cu yd of 3/4-inch decorative rock at $76 plus 20%], and remove the mulch from the approved scope.
Add a change order to [Alvarez Backyard Renovation] in Projul: the client is seeding the back lawn themselves, so take the [1,200 sq ft sod install] out of the approved scope.
Add a change order to [Mercer Backyard Patio] in Projul crediting the client [$385] because we did not need the second excavator day.
Scheduling the install
Build the schedule for [Alvarez Backyard Renovation] in Projul starting [Monday May 4]: demo [1 day], excavation and haul-off [2 days], drainage [1 day], base and compaction [1 day], wall [2 days], paver install [3 days], irrigation [1 day], soil prep and planting [2 days], sod [1 day], mulch and edging [1 day], cleanup and walkthrough [half a day]. Skip weekends, work days [7 to 3:30], [Grace Oakes] and [Priya Hutton] on everything, [Diane Meyer] on irrigation.
Create a task on [Alvarez Backyard Renovation] in Projul called [Paver install] for [Wednesday through Friday, 7 to 3:30] with [Grace Oakes] and [Tina Abbott] all three days and [Priya Hutton] on Friday only.
Assign the [Hardscape crew] team to the [Wall build] task on [Alvarez Backyard Renovation] in Projul.
Add a deadline on [Alvarez Backyard Renovation] in Projul: [3/4-inch base and bedding sand delivered on site] by [May 6], assigned to [Grace Oakes].
Add a task on [Alvarez Backyard Renovation] in Projul for [the Thursday before we start]: [call in 811 locates], assigned to [Grace Oakes].
It is going to rain [Tuesday and Wednesday]. Move [Sod install] and [Mulch and edging] on [Alvarez Backyard Renovation] in Projul out [two days] and keep the same crews.
The plant order slipped a week. Push [Soil prep and planting] and everything after it on [Alvarez Backyard Renovation] in Projul back by [five working days].
Create a task on [Alvarez Backyard Renovation] in Projul called [Irrigation trenching and hookup] for [Monday, 7 to 3:30] with [Diane Meyer], steps: [confirm locates are marked, shut off and drain the mainline, trench laterals, set valve box, install rotors and drip, pressure test each zone, program the controller].
Mark the [Base and compaction] task on [Alvarez Backyard Renovation] in Projul complete.
Read the tasks on [Alvarez Backyard Renovation] in Projul and create the same ones on [Mercer Backyard Patio] starting [June 8], same durations and crews.
Maintenance and seasonal work
Set up a repeating task in Projul on [Sandstone HOA Maintenance] called [Mow and trim, Canyon View] every [Tuesday] at [7 am] for [3 hours] from [April 7] to [October 27] with the [Maintenance crew] team.
Create a repeating task in Projul on [Sandstone HOA Maintenance] called [Irrigation check] on the [first Monday of each month] at [8 am] with [Diane Meyer].
Skip the [Mow and trim, Canyon View] task in Projul the week of [July 4], we are closed.
Schedule spring irrigation startups in Projul for [March 24 through March 28], one two-hour slot per property, for [Alvarez, Nguyen and Sandstone HOA], with [Diane Meyer].
Schedule irrigation blowouts in Projul for [October 20 through October 24], one half-day per property, for every maintenance client, with [Diane Meyer].
Create a task in Projul on each of my maintenance projects for [the week of November 3]: [fall cleanup, leaf removal and bed cutback], with the [Maintenance crew] team.
Photos, files and job records
Upload every photo in [~/Photos/alvarez-before] to [Alvarez Backyard Renovation] in Projul and label them [Before, back yard].
Upload [~/Documents/alvarez-grading-plan.pdf] to [Alvarez Backyard Renovation] in Projul and attach it to the estimate.
List the photos and documents on [Alvarez Backyard Renovation] in Projul and give me a download link for the grading plan.
Log on the [Excavation and haul-off] task on [Alvarez Backyard Renovation] in Projul: [hit an unmarked irrigation lateral along the south fence, capped it, needs rerunning before planting].
Log an in-person site visit on [Sandstone HOA Fall Cleanups] in Projul today and note that [Ray wants the leaf removal done before the board meeting on the 12th].
Add a note to the [Alvarez Backyard Renovation] estimate in Projul saying [the block price is quoted good for 30 days from the supplier].
Reading your book of work
What is on the schedule in Projul for [next week], by person, and which jobs have nothing scheduled?
List every lead in Projul in the Send stage where nothing has been logged in the last [14] days, with the client's phone number and the estimate total.
Which estimates in Projul are still a Draft, and what is the projected total of each?
Which sold jobs in Projul have no tasks on the schedule yet?
How much of the [Alvarez Backyard Renovation] estimate in Projul has been invoiced, and what is left?
Total up the paver square footage across every estimate in Projul created in [April].
Which of my maintenance projects in Projul have no irrigation blowout scheduled this fall?
Read the [Alvarez Backyard Renovation] project in Projul and give me a short summary for the crew meeting: scope, where it is in the schedule, and anything logged in the last week.
Publishing and sending an estimate or a change order, invoicing, payments and the time clock are done in Projul, not through Projul AI Connect. See Which Projul features are not available to my AI yet?.
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