Prompts for the office work around hanging, finishing and insulating. Copy one, change the parts in brackets, and paste it into your AI. Anything that creates or edits a record needs a Read-Write key; the reading prompts work with either key.
Leads and follow-ups
Add a new lead in Projul for [Rockwater Homes] called [Rockwater Lot 42 Hang and Finish] at [1188 N Sagebrush Dr, St. George, UT 84770]. Likelihood [85]%, estimator [Grace Oakes].
Add a new lead in Projul called [Alvarez Ceiling Repair] for a new client, [Ruth Alvarez], phone [(435) 555-0142], email [ruth@example.com], at [742 E Canyon View Dr, Washington, UT 84780].
Add three leads in Projul for [Rockwater Homes], one each for [Lot 42], [Lot 44] and [Lot 51] at [Sagebrush Ridge], all hang and finish with attic insulation, estimator [Grace Oakes].
Add to the project notes on [Rockwater Lot 42 Hang and Finish] in Projul: [two-story, 4 bed 3 bath, 4x12 board throughout, 5/8 Type X at the garage separation, R-38 attic, knockdown ceilings].
Schedule an estimate meeting on [Alvarez Ceiling Repair] in Projul for [Thursday] at [9 am] for one hour with [Grace Oakes].
Log on [Rockwater Lot 42 Hang and Finish] in Projul that [Dale] called this morning to release the lot and wants a price by [Friday].
Log on [Alvarez Ceiling Repair] in Projul that I called [Ruth] at [4 pm] and got no answer, left a voicemail.
Add a follow-up reminder on [Alvarez Ceiling Repair] in Projul for [Monday morning] to call about the ceiling repair.
Move [Alvarez Ceiling Repair] in Projul to the Send stage.
Mark [Rockwater Lot 42 Hang and Finish] as sold in Projul.
We lost [Alvarez Ceiling Repair]. Mark it rejected in Projul and log the reason: [price, she wanted a patch only].
Takeoffs and estimates
Build an estimate in Projul for [Rockwater Lot 42 Hang and Finish] with five sections: insulation, hang, finish, texture, cleanup and disposal. [Give your quantities, costs and markups for each line.] Apply our [Utah] sales tax.
Create an estimate in Projul for [Rockwater Lot 44 Hang and Finish] from my [Production Hang and Finish] template. Change the board count to [224] sheets and the finish square footage to [10,750].
Create an estimate in Projul for [Alvarez Ceiling Repair]: cut out and replace [a 12 by 14 water-damaged ceiling], tape and finish, match the existing [orange peel] texture. Use my usual rates from the cost-item library and put in reasonable quantities.
Add an [Insulation] section to the estimate on [Rockwater Lot 42 Hang and Finish] in Projul with [R-13 kraft-faced wall batts, 1,850 sq ft at $0.42 plus 25%], [R-38 blown-in attic, 1,240 sq ft at $0.95 plus 25%], and [22 hours of labor at $42 plus 45%].
On [Rockwater Lot 42 Hang and Finish] in Projul, change the board count to [212] sheets and the finish square footage to [10,175], and adjust the hanging labor to match.
Add a [Fire-rated assemblies] section to [Rockwater Lot 42 Hang and Finish] in Projul with [24 sheets of 5/8 inch Type X at $17.20 plus 20%] and [10 hours of labor at $46 plus 40%].
Make [Texture] on [Rockwater Lot 42 Hang and Finish] in Projul a section where the client must choose one: [knockdown at $1,935], [orange peel at $1,613] or [Level 5 smooth at $5,913], with knockdown selected.
Add an optional [Finish upgrades] section to [Rockwater Lot 42 Hang and Finish] in Projul with [Level 5 skim coat in the great room, 1,400 sq ft at $0.55 plus 40%] and [bullnose corner bead, 340 lin ft at $0.90 plus 25%]. None selected to start.
Apply our [Utah] tax rate to the [Rockwater Lot 42 Hang and Finish] estimate in Projul.
Apply the [Repeat builder 3%] discount to [Rockwater Lot 44 Hang and Finish] in Projul.
On [Rockwater Lot 42 Hang and Finish] in Projul, show the section names and totals but hide the individual line prices in [Cleanup and disposal].
Write the introduction on the [Rockwater Lot 42 Hang and Finish] estimate in Projul: [Level 4 finish throughout, Level 5 in the entry, knockdown ceilings, we supply board, insulation, bead, mud and disposal, the builder supplies heat and power].
Write the contract text on [Alvarez Ceiling Repair] in Projul covering [texture match is approximate on an existing ceiling, dust containment, and that painting is not in our scope].
Check the [Rockwater Lot 42 Hang and Finish] estimate in Projul for anything odd: lines with no cost, sections with no lines, missing tax, or a section margin under [20]%.
Change orders
Add a change order to [Rockwater Lot 42 Hang and Finish] in Projul called [Plan revision, added closet]: [18 sheets of 1/2 inch board at $14.80 plus 20%], [18 hours of hang and finish labor at $46 plus 40%], [1,300 sq ft of additional finish at $0.62 plus 40%]. Apply our [Utah] tax.
Add a change order to [Rockwater Lot 42 Hang and Finish] in Projul called [Smooth ceilings, main floor]: [Level 5 skim in place of knockdown, 1,900 sq ft at $0.55 plus 40%], less the [knockdown texture already priced, 1,900 sq ft at $0.18].
Add a change order to [Rockwater Lot 44 Hang and Finish] in Projul called [Sound insulation, bedroom walls]: [R-13 sound batts, 620 sq ft at $0.55 plus 25%] and [7 hours of labor at $42 plus 45%].
Add a change order to [Rockwater Lot 42 Hang and Finish] in Projul called [Recoat after trade damage]: [140 sq ft of board replacement at $1.20 plus 20%] and [14 hours of finish labor at $46 plus 40%].
Add a change order to [Rockwater Lot 51 Hang and Finish] in Projul removing [the detached garage hang and finish, 42 sheets and 1,600 sq ft of finish] from our scope.
Add a change order to [Alvarez Ceiling Repair] in Projul crediting the client [$275] because we did not need the dumpster.
Scheduling the crews
Lay out the schedule in Projul for [Rockwater Lot 42 Hang and Finish] starting [Monday October 6]: [Insulate walls and attic] two days, [Insulation inspection] one morning, [Stock the house] half a day, [Hang] three days, [Tape and bed] two days, [Second coat] one day, [Third coat and sand] two days, [Knockdown texture] one day, [Point-up after paint] one day. Work days only, [7 am to 3:30 pm].
Create a task on [Rockwater Lot 42 Hang and Finish] in Projul called [Hang, main floor] for [Monday and Tuesday] from [7 am to 3:30 pm] with the [Hang crew] team on it.
Create [Third coat and sand] on [Rockwater Lot 42 Hang and Finish] in Projul with two days: [Wednesday 7 to 3:30] with [Grace Oakes] and [Priya Hutton], and [Thursday 7 to 12] with [Priya Hutton] only.
Add a deadline on [Rockwater Lot 42 Hang and Finish] in Projul: [Builder walkthrough, board complete] on [October 9].
Board delivery on [Rockwater Lot 42 Hang and Finish] moved to [Wednesday]. In Projul, push [Stock the house] to Wednesday morning and slide [Hang] and everything after it by [two] days, but leave the [Builder walkthrough] deadline alone.
No heat at [Rockwater Lot 44] yet. In Projul, move [Second coat] and [Third coat and sand] out by [three] days and tell me what else that pushes.
Put the [Finish crew] team on [Tape and bed] on [Rockwater Lot 42 Hang and Finish] in Projul.
Take [Priya Hutton] off [Knockdown texture] in Projul and put [Diane Meyer] on instead.
Create a team in Projul called [Insulation crew] with [Marco Ruiz], [Ben Okafor] and [Tina Abbott] on it.
Add these steps to [Stock the house] on [Rockwater Lot 42 Hang and Finish] in Projul: [confirm rough inspections signed off, driveway clear for the boom truck, count the delivery against the takeoff, stack by room and sheet size, note damaged sheets].
Add these steps to [Hang] on [Rockwater Lot 42 Hang and Finish] in Projul: [5/8 Type X at the garage separation, moisture-resistant board in both baths, screw pattern checked, no butt joints in the entry sightline, scrap to the dumpster each day].
Set up a repeating task in Projul: [Crew meeting and lot walk] every [Monday] at [6:30 am] with the [Hang crew] and [Finish crew] teams on it.
Mark [Insulate walls and attic] on [Rockwater Lot 42 Hang and Finish] complete in Projul and tell me which steps were left unchecked.
Site notes, photos and files
Log a site visit on [Rockwater Lot 42 Hang and Finish] in Projul: [walked with Dale, plumbing rough not finished at the master bath, he wants smooth ceilings in the entry].
Add a note to the [Point-up after paint] task on [Rockwater Lot 42 Hang and Finish] in Projul: [painter damaged the corner bead at the stair landing, budget an extra half day].
Add a note to the [Rockwater Lot 42 Hang and Finish] estimate in Projul recording that [the builder approved the smooth ceiling upgrade by phone on Tuesday].
Upload every photo in [~/Photos/lot-42-insulation] to [Rockwater Lot 42 Hang and Finish] in Projul and label them [Insulation, before inspection].
Attach [attic-r38-depth.jpg] from [Rockwater Lot 42 Hang and Finish] in Projul to the [Insulate walls and attic] task.
List the photos and documents on [Rockwater Lot 42 Hang and Finish] in Projul and tell me which ones are not attached to anything.
Templates and the cost-item library
What estimate templates do I have in Projul?
Save the [Rockwater Lot 42 Hang and Finish] estimate in Projul as a template called [Production Hang and Finish, two story].
Create a section template in Projul called [Attic blow, R-38] with [blown-in fiberglass, 1,200 sq ft at $0.95 plus 25%] and [6 hours of labor at $42 plus 45%].
Create a section template in Projul called [Cleanup and disposal] with [one 20-yard dumpster at $475 plus 15%] and [8 hours of scrap haul and broom clean at $38 plus 40%].
Add these to my cost-item library in Projul: [Hang labor, per sheet, $12.50, 40% markup, labor], [Finish labor, per sq ft, $0.62, 40% markup, labor], [1/2 inch board 4x12, $14.80 per sheet, 20% markup, material], [5/8 inch Type X 4x12, $17.20 per sheet, 20% markup, material], [metal corner bead, $1.35 per lin ft, 20% markup, material].
Update [Hang labor, per sheet] in my Projul cost-item library to [$13.25].
Reading your own numbers
Tell me about the [Rockwater Lot 42 Hang and Finish] estimate in Projul: sections, totals, tax and status.
What is the margin on each section of [Rockwater Lot 42 Hang and Finish] in Projul, and which section is lowest?
List every estimate in Projul that is still a Draft, with its project and projected total.
Which leads in Projul have had no communication logged in the last [10] days?
List every project in Projul for [Rockwater Homes], with its status, estimate total and change orders.
What is on the schedule in Projul for [next week], by person, and which days is the [Finish crew] booked?
Which tasks in Projul are past their end date and still not marked complete?
How much of the [Rockwater Lot 42 Hang and Finish] estimate in Projul has been invoiced, and what is left to invoice?
Publishing and sending an estimate or a change order, invoicing, payments and the time clock are done in Projul. See Which Projul features are not available to my AI yet?.
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