Prompts for the work a fence company does every week. Copy one, change the bracketed parts, and paste it into your AI.
Anything that creates or changes a record needs a Read-Write key; anything that only asks a question works with either key. You do not need special wording, so change the fence, the footage and the names to yours.
Contents
Leads and the measure
Add a new lead in Projul for [Dana Hollis] called [Hollis Privacy Fence] at [418 W Tabernacle St, St. George, UT 84770]. About [210] lin ft of [6 ft cedar privacy] with [two] gates. Likelihood of sale [70]%, estimator [Marco Reyes].
Add a lead in Projul called [Nakamura Pool Fence] for a new client, [Kenji Nakamura], phone [(435) 555-0142], email [kenji@example.com], address [1220 E Riverside Dr, St. George, UT 84790]. It is a [4 ft aluminum pool code fence with a self-closing gate] and the inspection is [October 14].
Add a lead in Projul called [Whitfield Wind Damage] for [Ann Whitfield], phone [(435) 555-0188]. Note: [about 40 ft of chain link flattened Saturday, wants it back up before the dog comes home]. Address to follow.
Book the measure on [Hollis Privacy Fence] in Projul as an estimate meeting for [Thursday 9 am to 10 am] with [Marco Reyes].
In Projul, book estimate meetings for [Thursday]: [Hollis Privacy Fence] at [8 am], [Whitfield Wind Damage] at [9:30 am] and [Ruiz Backyard Fence] at [11 am], one hour each, all with [Marco Reyes].
Log a call on [Hollis Privacy Fence] in Projul: outbound phone today, reached her, [confirmed 6 ft cedar dog-ear, drive gate wide enough for a mower trailer, HOA approval in hand].
Move [Hollis Privacy Fence] in Projul to the Send stage, and set a follow-up reminder for [next Tuesday] on [Marco Reyes] to call about the bid.
Mark [Hollis Privacy Fence] in Projul as sold and note that [the deposit was received].
Mark [Whitfield Wind Damage] in Projul as lost. Note: [went with a handyman doing the repair for cash].
Estimates
Build an estimate in Projul for [Hollis Privacy Fence]: [214] lin ft of [6 ft cedar dog-ear privacy fence] at [8 ft] post spacing with a [4 ft walk gate] and a [10 ft double drive gate]. Sections: tear-out and haul-off, layout and posts, fence build, gates and hardware. [Give the counts, costs and markups for each line.] Apply our [Utah] tax.
Create an estimate in Projul for [Ruiz Backyard Fence]: [186] lin ft of [6 ft vinyl privacy panels] with [one] gate. Use my usual rates from the cost-item library, work the panel and post counts out from the footage at [8 ft] spacing, and I will correct anything that is off.
Estimate in Projul for [Nakamura Pool Fence]: [64] lin ft of [4 ft black aluminum ornamental] at [$47] per lin ft of material and hardware with [30]% markup, one [self-closing pool gate] at [$540] with [25]% markup, [5] hours of install labor at [$48] with [40]% markup. Apply our [Utah] tax.
Estimate in Projul for [Fairview Chain Link]: [340] lin ft of [4 ft galvanized chain link] with [top rail], [34] line posts at [10 ft] spacing, [6] corner and end posts, [two] [4 ft] walk gates. [Give the costs and markups.]
On the [Hollis Privacy Fence] estimate in Projul, the final measure came in at [232] lin ft. Raise the pickets to [464], the rails to [87] and the posts to [30], and add [4] hours to build labor.
Add a [Permits and fees] section to [Hollis Privacy Fence] in Projul with one line, [City fence permit, $185, no markup, not taxable].
Apply our [Utah] tax rate to the [Ruiz Backyard Fence] estimate in Projul.
Apply the [Repeat client 5%] discount to [Ruiz Backyard Fence] in Projul.
On [Hollis Privacy Fence] in Projul, show the section totals to the client but hide the individual line prices in [Layout and posts] and [Fence build].
Read the [Hollis Privacy Fence] estimate in Projul and write an introduction for the client covering [property line and locate responsibility, grade and stepping, gate swing, and cedar weathering].
Options the client picks
On the [Hollis Privacy Fence] estimate in Projul, make [Picket style] a selection where the client must choose one: [dog-ear cedar included at $0], [flat-top cedar at $340], [board-on-board at $1,290]. Start with dog-ear selected.
Add an optional [Add-ons] section to [Hollis Privacy Fence] in Projul where the client can pick any of: [stain and seal, 214 lin ft at $3.25 with 30% markup], [cedar post caps, 28 at $9 with 25% markup], [pressure-treated rot board, 214 lin ft at $2.15 with 25% markup]. None selected to start.
On [Fairview Chain Link] in Projul, make [Mesh] a required choice between [galvanized, included] and [black vinyl-coated at $1,140], with galvanized selected.
Change orders
Add a change order to [Hollis Privacy Fence] in Projul called [Rock excavation]: [8] post holes of hard dig at [$95] each with [20]% markup, and [3] hours of extra labor at [$52] with [40]% markup. Apply our [Utah] tax.
Add a change order to [Hollis Privacy Fence] in Projul called [Added side yard run]: [32] lin ft of the same fence, [4] posts at [$22], [8] bags of concrete at [$6.25], [12] rails at [$8.40], [64] pickets at [$4.10], all with [25]% markup, and [5] hours of labor at [$48] with [40]% markup.
Add a change order to [Hollis Privacy Fence] in Projul removing the [42] lin ft back run because the neighbor's fence is staying. Take off [5] posts, [10] bags of concrete, [16] rails, [84] pickets and [6] hours of labor at our estimate prices.
Add a change order to [Ruiz Backyard Fence] in Projul called [Gate width upgrade]: take the [4 ft walk gate at $310] off as removed scope and add a [5 ft walk gate at $395] with [25]% markup.
Add a change order to [Nakamura Pool Fence] in Projul crediting the client [$275] because we did not need the dumpster.
Scheduling crews
Schedule the [Hollis Privacy Fence] job in Projul. [Monday]: locate ticket deadline on [Marco Reyes]. [Tuesday 7 am to 9 am]: material drop. [Wednesday 7 am to 4 pm]: tear-out and set posts, [Tomas Vega] and [Ruth Bell]. [Friday 7 am to 4 pm] and [Monday 7 am to 2 pm]: rails and pickets, same crew. [Monday 2 pm to 4 pm]: hang both gates, [Ruth Bell]. [Tuesday 8 am]: final walk with the client, [Marco Reyes].
Create a task on [Hollis Privacy Fence] in Projul called [Rails and pickets] with two days: [Friday 7 am to 4 pm] with [Tomas Vega] and [Ruth Bell], and [Monday 7 am to 2 pm] with [Tomas Vega] and [Wes Duran].
Assign the [Dig crew] team to the [Set posts] task on [Hollis Privacy Fence] in Projul.
Add [Wes Duran] to the [Rails and pickets] task on [Hollis Privacy Fence] in Projul for [Friday] only.
Add a deadline on [Hollis Privacy Fence] in Projul: [Locate ticket expires] on [September 22].
It is raining. Push everything on [Hollis Privacy Fence] in Projul out by [two] working days, starting with [Set posts], and keep the same crews on each day.
The cedar drop slipped to [Thursday]. On [Ruiz Backyard Fence] in Projul, move the material drop to [Thursday 7 am] and [tear-out and dig] to [Friday], and leave the gate day where it is.
Create a repeating task in Projul called [Trailer, auger and bit check] every [Friday at 3 pm] for [Tomas Vega].
Create a team in Projul called [Gate crew] with [Ruth Bell] and [Wes Duran] on it.
On the job
On the [Layout and dig] task on [Hollis Privacy Fence] in Projul, add steps: [confirm the locate marks are visible, pull the string line off the property pins, check gate post spacing against the gate kits, dig below frost, set corner and gate posts first, plumb and brace, photograph the layout].
Mark [Set posts] on [Hollis Privacy Fence] in Projul complete, and log a note: [28 posts set, two holes hit rock on the east run, written up as a change order].
Upload [these photos] to [Hollis Privacy Fence] in Projul, label them [before tear-out, north run], and attach them to the [Layout and dig] task.
Attach [this locate ticket PDF] to [Hollis Privacy Fence] in Projul and note that [the ticket is good through September 22].
Log a site visit on [Nakamura Pool Fence] in Projul: in person today, [grade drops about 14 inches across the north run, gate must swing away from the pool].
Add a note to [Hollis Privacy Fence] in Projul: [client asked us to leave the old gate hardware on the bench in the garage].
List every file on [Hollis Privacy Fence] in Projul and give me a download link for the [HOA approval].
Questions to ask your AI
What is on the schedule in Projul this week, by day and by person, for every fence job? Flag any day where the same person is on two jobs.
List every lead in Projul in the Send stage with the client, the bid total and how long it has been sitting.
Which fence jobs in Projul have a dig day next week, and is the material drop scheduled before each one?
List every estimate in Projul that is still a Draft, with the job and the projected total.
What is past due in Projul across every fence job, and who is it on?
Tell me about the [Hollis Privacy Fence] estimate in Projul: sections, totals, tax, change orders and status.
Check the [Hollis Privacy Fence] estimate in Projul for anything odd: lines with no cost, sections with no lines, missing tax, or a margin under [20]%.
Compare the picket and post counts on [Hollis Privacy Fence] in Projul against [232] lin ft at [8 ft] spacing and tell me what does not add up.
Templates and your price list
What estimate templates do I have in Projul?
Save the [Hollis Privacy Fence] estimate in Projul as a template called [6 ft Cedar Privacy with two gates].
Create an estimate for [Ruiz Backyard Fence] in Projul from my [6 ft Cedar Privacy] template, then change it to [186] lin ft with [one] walk gate and no drive gate.
Create a section template in Projul called [Tear-out and haul-off] with [6 hours of labor at $45 with 40% markup] and [disposal at $275 with 15% markup].
Add [Cedar 6 in dog-ear picket] to my cost-item library in Projul: [$4.10] each, [25]% markup, material.
Add [Fence install labor] to my cost-item library in Projul: [$48] per hour, [40]% markup, labor.
Publishing and sending an estimate are done in Projul. See Can my AI publish or send an estimate?. For the general prompt sets, see Copy-paste prompts: estimates.
Questions? Let's Chat.
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