Copy one of these prompts, change the parts in brackets, and paste it into your AI. Reading works with a Read key; creating or changing anything needs a Read-Write key.
In this Article
- Reading your board - Leads and clients - Estimating a house - Allowances, options and change orders - The build schedule - Crews and trade partners - Photos, documents and the job record - Templates for the plans you repeat - Closing out a house
Reading your board
Give me a one-page rundown of every active house in Projul: the plan, the stage it is in, what is scheduled this week, and the last thing logged on it.
Which leads in Projul are in the [Write] or [Send] stage, and how long has each one been there?
Which leads in Projul have had nothing logged on them in the last [30] days?
What is scheduled on [Kessler Residence] in Projul over the next [two weeks], and who is on each task?
List every task in Projul assigned to [Miles Thorne] in the next [10] days, across all of my houses.
Which houses in Projul have a [rough inspection] deadline in the next [two weeks]?
What is the projected total and the gross margin on the [Kessler Residence] estimate in Projul, and which section has the lowest margin?
How much of the [Kessler Residence] estimate in Projul has been invoiced, and what is left to invoice?
Leads and clients
Add a new lead in Projul for [Dana Kessler] called [Kessler Residence, Lot 22 Sagebrook]. The lot is at [1487 N Sagebrook Dr, St. George, UT 84770]. She has plans drawn, so put the likelihood of sale at [65]% and make [Kevin Nolan] the estimator.
Add a new lead in Projul called [Whitaker Custom Home] for a new client, [Ray Whitaker], phone [(435) 555-0119], email [ray@example.com]. He owns [Lot 8 in Ridgeline] and wants a [2,900 sq ft single-story with a walkout basement].
Add a project in Projul called [Spec 12, Ashford plan, Lot 12 Sagebrook] for [Sagebrook Homes], our own company, and mark it sold, since it is our own spec. Make [Luis Zima] the project manager.
Log a call on [Kessler Residence] in Projul: outbound phone call, I reached her. Budget is [$720,000] including the lot, she wants to break ground [in March], and she is talking to one other builder.
Log a site visit on [Whitaker Custom Home] in Projul: walked the lot with the excavator. [Grade falls 6 ft front to back, sewer stub is on the north side, two pines come out.]
Schedule an estimate meeting on [Kessler Residence] in Projul for [next Tuesday at 9 am] at the lot, [90 minutes], with me and [Kevin Nolan].
Add a follow-up reminder on [Whitaker Custom Home] in Projul for [six weeks from today]: check whether his construction loan came through.
Move [Kessler Residence] in Projul to the [Write] stage and raise the likelihood of sale to [80]%.
Update [Dana Kessler] in Projul with her new mailing address, [742 E Canyon View Dr, St. George, UT 84790], and add her cell, [(435) 555-0177].
Estimating a house
Create an estimate in Projul for [Kessler Residence] from my [Ashford plan, 2,450 sq ft] template and apply our [Utah] sales tax.
Build an estimate in Projul for [Kessler Residence], [2,450] heated square feet on the [Ashford] plan, with sections for [general conditions and permits, sitework and excavation, foundation and flatwork, framing and sheathing]. [Give the quantities, costs and markups for each line.]
Add a [Foundation and flatwork] section to the [Kessler Residence] estimate in Projul: [footings, 34 cu yd at $168] plus [18]%, [foundation walls, 212 lin ft at $185] plus [18]%, [waterproofing and drain tile, 212 lin ft at $11] plus [20]%, [basement slab, 1,180 sq ft at $6.40] plus [18]%.
Add a [Mechanical rough-ins] section to [Kessler Residence] in Projul with subsections for plumbing, HVAC and electrical: [$18,600], [$16,400] and [$14,200], each plus [12]%.
On the [Kessler Residence] estimate in Projul, change the framing labor to [2,610] sq ft and raise the truss package to [$18,250].
Mark every labor line on the [Kessler Residence] estimate in Projul as not taxable, and apply our [Utah] tax rate.
Apply the [Repeat client 3%] discount to [Kessler Residence] in Projul.
Set the [Kessler Residence] estimate in Projul to expire in [30 days].
Read the [Kessler Residence] estimate in Projul and write a two-paragraph introduction for the owner covering [the plan, the allowances and the expected build time], that I can paste into the estimate.
Check the [Kessler Residence] estimate in Projul for anything odd: lines with no cost, sections with no lines, missing tax, or a margin under [18]%.
Allowances, options and change orders
Add an [Allowances] section to [Kessler Residence] in Projul with [cabinet allowance $28,000], [countertop allowance $9,500], [plumbing fixture allowance $7,200], [lighting allowance $5,400] and [flooring allowance $14,700], each with [10]% markup.
Make [Cabinet package] a selection section on [Kessler Residence] in Projul where the client picks one of [builder series $22,400, semi-custom $31,800, full custom $46,500], with semi-custom selected.
Add an [Owner options] section to [Kessler Residence] in Projul where the client can pick any number of [covered rear patio $14,200, outdoor kitchen rough-in $3,900, finished bonus room $28,500].
Add a section to [Kessler Residence] in Projul called [Included in the base plan] with no-cost lines for [9 ft main-floor ceilings, 30-year architectural shingles, 96% efficiency furnace and a 200 amp service], and hide the prices in that section.
Hide the line prices in the [General conditions and permits] section of [Kessler Residence] in Projul but leave the section subtotal showing.
Make [Covered rear patio] on [Kessler Residence] in Projul an assembly of [340] sq ft.
Add a change order to [Kessler Residence] in Projul called [Rock excavation, west foundation wall]: [hoe ram, 3 days at $2,250] plus [15]% and [additional haul-off, 60 cu yd at $14] plus [20]%.
Add a change order to [Kessler Residence] in Projul called [Cabinet upgrade over allowance]: [full custom package $46,500 less the $28,000 allowance] plus [10]% on the difference.
Add a change order to [Kessler Residence] in Projul crediting the client [$3,900] because the outdoor kitchen rough-in was dropped.
List every change order on [Kessler Residence] in Projul with its title, date and total.
The build schedule
Schedule the foundation phase on [Kessler Residence] in Projul: [Excavate] on [March 3 and 4], [Form and pour footings] on [March 6 and 7], [Foundation walls] on [March 10 through 12], [Waterproofing and drain tile] on [March 13], [Backfill and rough grade] on [March 16].
Create a task on [Kessler Residence] in Projul called [Set trusses] for [Thursday, all day] with [Glen York] and [Nathan Irwin] on it.
Create a task on [Kessler Residence] in Projul called [Frame the shell] running [March 17 through 26]. Put the [Framing crew] team on [March 17 through 21] and just [Glen York] and [Marcus Xiong] on [March 24 through 26].
Add a deadline on [Kessler Residence] in Projul: [framing, plumbing, mechanical and electrical rough inspection] on [March 30].
Create a repeating task on [Kessler Residence] in Projul called [Friday site walk], every Friday at [3 pm], with [Luis Zima] on it.
The truss delivery on [Kessler Residence] slipped to [March 19]. In Projul, push [Set trusses] and everything after it out by [two days], and tell me what moved.
It is going to rain [Tuesday and Wednesday]. In Projul, move [Backfill and rough grade] on [Kessler Residence] to [Thursday] and keep the same crew.
Create a task on [Kessler Residence] in Projul called [Pre-drywall walk] for [March 31 at 8 am] with steps: [confirm blocking for the TV wall and grab bars, photograph every wall before insulation, check the HVAC returns against the plan, verify the low-voltage drops, confirm the shower niche locations].
Mark [Form and pour footings] on [Kessler Residence] in Projul as complete.
Add an unscheduled task to [Kessler Residence] in Projul called [Order the window package]. No date yet.
Crews and trade partners
Who is on my teams in Projul, and is each person an employee or a subcontractor?
Assign the [Framing crew] team to the [Frame walls, main floor] task on [Kessler Residence] in Projul.
Put [Miles Thorne] on the [Electrical rough-in] task on [Kessler Residence] in Projul for [March 24 through 26].
Take [Grace Oakes] off the [Insulate] task on [Kessler Residence] in Projul and put [Holly Ruiz] on instead.
Create a team in Projul called [Trim crew] with [Ivan Quigley], [Marcus Xiong] and [Grace Oakes] on it.
Is [Joel Tate] already scheduled anywhere in Projul on [March 6 and 7]?
Photos, documents and the job record
Upload these pre-drywall photos to [Kessler Residence] in Projul and attach them to the [Pre-drywall walk] task, labelled [master bath north wall], [great room ceiling] and [mechanical room].
Upload the [truss engineering] PDF to [Kessler Residence] in Projul and label it [Sagebrook Lot 22 truss package, sealed].
Upload the signed [selection sheet] to [Kessler Residence] in Projul and log a note that the owner approved [the semi-custom cabinet package] on [today's date].
Get me a download link for the [plot plan] on [Kessler Residence] in Projul.
Log a call on [Kessler Residence] in Projul with the building inspector: [footing inspection passed, he wants the drain tile photographed before backfill].
Read everything logged on [Kessler Residence] in Projul since [the pre-drywall walk] and write me a summary I can take into the owner meeting.
Templates for the plans you repeat
What estimate templates do I have in Projul?
Save the [Kessler Residence] estimate in Projul as an estimate template called [Ashford plan, 2,450 sq ft].
Create a section template in Projul called [Foundation and flatwork, walkout] with [footings, 34 cu yd at $168 plus 18%], [foundation walls, 212 lin ft at $185 plus 18%] and [waterproofing and drain tile, 212 lin ft at $11 plus 20%].
Add [Framing labor, per heated square foot] to my cost-item library in Projul: [$12.50] per sq ft, [25]% markup, labor.
Start a project in Projul for [Sagebrook Homes], our own company, called [Spec 14, Ashford plan, Lot 14 Sagebrook] from my [Ashford plan build schedule] template, breaking ground on [April 6], and bring the template's crews along.
Closing out a house
Create a task on [Kessler Residence] in Projul called [Punch list walk] for [June 12 at 9 am] with [Luis Zima] and these steps: [touch-up paint, door and drawer adjustments, missing hardware, window screens, final clean].
Add a deadline on [Kessler Residence] in Projul: [certificate of occupancy] on [June 20].
Mark [Kessler Residence] in Projul as completed.
Add a follow-up reminder on [Kessler Residence] in Projul for [11 months from closing]: schedule the one-year warranty walk.
Publishing and sending an estimate, invoices and draw requests, purchase orders and time logs are done in Projul. See Which Projul features are not available to my AI yet?.
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