Prompts for the work a residential remodeler does in Projul week to week. Copy one, change the parts in brackets, and paste it into your AI. The questions under "Asking about your jobs" work with a Read key; everything else needs a Read-Write key.
Contents
Estimates for kitchens, baths and basements
Selections, allowances and what the client sees
Checklists, punch lists and completion
Photos, documents and job history
Leads and the pipeline
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 [70]%, estimator [Kevin Nolan].
Add a lead in Projul called [Ortiz Basement Finish] for a new client, [Maria Ortiz], phone [(435) 555-0142], email [maria@example.com], at [1220 E Riverside Dr, St. George, UT 84790]. About [900 sq ft] of unfinished basement, bedroom with egress, full bath and family room.
Add a lead in Projul called [Whitaker Hall Bath] for [Dana Whitaker]. Tub-to-shower conversion. She is a neighbor of the [Rivera] job.
Move [Rivera Kitchen Remodel] in Projul to the Write stage.
Put the likelihood of sale on [Pinecrest Pre-listing Refresh] in Projul at [30]%. They are getting two other bids.
Make [James Nguyen] the project manager on [Ortiz Basement Finish] in Projul.
Mark [Rivera Kitchen Remodel] as sold in Projul.
We lost [Pinecrest Pre-listing Refresh]. Mark it rejected in Projul and log that they went with a lower bid.
Walkthroughs and follow-ups
Book an estimate meeting on [Ortiz Basement Finish] in Projul for [Thursday] at [10 am] for [one hour], with [Kevin Nolan] going.
Set up walkthroughs in Projul for [Tuesday]: [Rivera Kitchen Remodel] at [8:30 am], [Whitaker Hall Bath] at [10 am] and [Pinecrest Pre-listing Refresh] at [1 pm], all [45 minutes], all with [Kevin Nolan].
Log on [Rivera Kitchen Remodel] in Projul that I called [Sam] today, reached him, and he wants to see cabinet options before we price it.
Log a site visit on [Whitaker Hall Bath] in Projul: [5 by 8 bath, cast iron tub, cloth wiring in the ceiling box, wants a curbless tiled shower and a linen cabinet].
Log on [Pinecrest Pre-listing Refresh] in Projul that I tried calling [Jenna] at [4 pm] and got no answer.
Add a project note to [Ortiz Basement Finish] in Projul from my walkthrough: [7 ft 10 in ceiling, sump in the northwest corner, panel has four open slots, no bath rough-in, egress goes on the south wall].
Create a follow-up reminder in Projul on [Pinecrest Pre-listing Refresh] for [next Monday] at [8 am] called [Call Jenna about the pre-listing bid], assigned to me.
Go through my leads in the Send stage in Projul and add a follow-up reminder on each one for [next Tuesday morning] to call the homeowner.
Estimates for kitchens, baths and basements
Create an estimate for [Sam Rivera] on [Rivera Kitchen Remodel] in Projul using my [Full Kitchen Remodel] template. Apply our [Utah] sales tax.
Build an estimate in Projul for [Whitaker Hall Bath] laid out as [demo and haul-off, rough plumbing, tub-to-shower conversion, drywall and paint, tile floor and walls, vanity and fixtures, trim and final clean]. Use my rates from the cost-item library and put in reasonable quantities for a [5 by 8] bath. I will correct them.
Create an estimate in Projul for [Ortiz Basement Finish]: [egress window and well, $3,400 plus 20%], framing [1,100 lin ft of plate and stud material at $1.15 plus 25%] and [64 hours at $52 plus 40%], rough electrical [6 circuits and 26 hours at $85 plus 35%], insulation [900 sq ft at $1.10 plus 25%], drywall [58 sheets at $18 plus 25%] and [72 hours at $52 plus 40%], paint [$620 of material plus 20%] and [40 hours at $45 plus 40%], flooring [780 sq ft of luxury vinyl plank at $3.85 plus 25%] and [36 hours at $52 plus 40%], doors and trim [6 doors at $185 plus 25%] and [28 hours at $58 plus 40%], bath fixtures [$2,650 plus 22%] and [22 hours of plumbing at $85 plus 35%]. Permit [$610], no markup, not taxable. Apply our [Utah] tax.
Add a [Dust control and protection] section to [Rivera Kitchen Remodel] in Projul with [2 zip wall kits at $65 plus 20%], [floor protection, 320 sq ft at $0.85 plus 20%] and [an air scrubber rental for 5 days at $48 plus 15%].
On the [Rivera Kitchen Remodel] estimate in Projul, change the flooring to [360] sq ft, raise the cabinet install to [34] hours, and put the counters at [52] sq ft.
Raise the markup on every material line in [Cabinets and countertops] on [Rivera Kitchen Remodel] in Projul to [25]%.
Split [Rough plumbing and electrical] on [Rivera Kitchen Remodel] in Projul into two subsections, [Plumbing] and [Electrical], and move the lines into the right one.
Apply our [Utah] tax rate to [Ortiz Basement Finish] in Projul, then apply the [Repeat client 5%] discount.
Read the [Rivera Kitchen Remodel] estimate in Projul and write an introduction for the homeowner that covers [the phases, that they keep the use of one bathroom and the laundry, dust control, and that appliance install is included].
Save the [Rivera Kitchen Remodel] estimate in Projul as a template called [Full Kitchen Remodel].
Add [Finish carpentry labor] to my cost-item library in Projul: [$58] per hour, [40]% markup, labor.
Selections, allowances and what the client sees
On the [Rivera Kitchen Remodel] estimate in Projul, make [Countertops] a selection where the client must choose one: [level one quartz, 46 sq ft at $72], [level three quartz, 46 sq ft at $98] or [granite, 46 sq ft at $86]. Start with level one selected.
Add an optional [Upgrades] section to [Rivera Kitchen Remodel] in Projul where the client can pick any of: [pot filler rough-in and valve $780], [under-cabinet lighting $640], [soft-close hardware $410]. None selected to start.
Add a [Selections allowances] section to [Rivera Kitchen Remodel] in Projul with [Plumbing fixture allowance $2,400], [Lighting fixture allowance $1,100] and [Cabinet hardware allowance $350], no markup, prices shown to the client.
On [Rivera Kitchen Remodel] in Projul, show the line items in [Selections allowances] and [Upgrades] and keep every other section as a name and total only.
Hide the [Contingency] section on [Ortiz Basement Finish] in Projul from the client but keep it in the total.
Change orders
Add a change order to [Rivera Kitchen Remodel] in Projul called [Subfloor and drain repair]: [32 sq ft of three-quarter subfloor at $4.20 plus 25%], [6 hours of carpentry at $58 plus 40%] and [replace 8 ft of cast iron drain, 5 hours of plumbing at $85 plus 35%]. Apply our [Utah] tax.
Add a change order to [Ortiz Basement Finish] in Projul called [Knob and tube replacement]: [rewire 4 circuits, 18 hours at $85 plus 35%] and [$540 of material plus 25%].
Add a change order to [Rivera Kitchen Remodel] in Projul for the counter upgrade. Remove the [level one quartz] line and add [46 sq ft of level three quartz at $98 plus 25%].
Add a change order to [Rivera Kitchen Remodel] in Projul taking out the [backsplash tile] work, [38 sq ft at $9.50 plus 25%] and [16 hours at $62 plus 40%]. The client is doing it later themselves.
Add a change order to [Whitaker Hall Bath] in Projul crediting the client [$385] because the vanity came from their own supplier.
Scheduling the job
Build the schedule for [Rivera Kitchen Remodel] in Projul starting [Monday October 6]: protection and demo [2 days], rough plumbing and electrical [2 days], rough inspection [1 day] unassigned, insulation and drywall [4 days], prime and first coat [2 days], flooring [2 days], cabinet install [3 days], countertop template [half a day], countertop install [7 working days later, 1 day], backsplash tile [2 days], trim and final paint [2 days], punch list and final clean [1 day]. Skip weekends, work days [7 am to 3:30 pm].
Lay out [Ortiz Basement Finish] in Projul over [seven weeks] from [November 3]: egress cut and install, framing, rough plumbing, rough electrical, rough HVAC, framing and rough inspection, insulation, drywall, paint, flooring, doors and trim, bath fixtures and vanity, final inspection, punch list.
Read the tasks on [Rivera Kitchen Remodel] in Projul and create the same ones on [Whitaker Kitchen Remodel] starting [January 12], same durations and crews.
Look at the sections on the [Ortiz Basement Finish] estimate in Projul and create one task per section on the project, in order, starting [November 3], with the labor hours on each section spread over [8-hour] days.
Add a deadline on [Ortiz Basement Finish] in Projul: [Egress window delivery] on [November 12].
The cabinets for [Rivera Kitchen Remodel] slipped [two weeks]. In Projul, push cabinet install and everything after it out by [10 working days], keep the same crews, and leave demo, rough-in and drywall where they are.
The countertop template on [Rivera Kitchen Remodel] moved to [Friday]. In Projul, move the template task, push countertop install to [7 working days] after it, and move backsplash tile to the day after install.
The rough inspection on [Ortiz Basement Finish] failed. In Projul, add a [1 day] correction task for [Miles Thorne] on [Thursday], move the re-inspection to [Friday], and push insulation and drywall out [two days].
Set up a repeating task in Projul called [Friday site clean and dumpster check] on [Rivera Kitchen Remodel], every [Friday] at [2 pm] until the job ends, with [Jenny Voss] on it.
Crews and subs
Assign the [Demo crew] team to [Protection and demo] on [Rivera Kitchen Remodel] in Projul.
Put [Ivan Quigley] and [Marcus Xiong] on the cabinet install on [Rivera Kitchen Remodel] in Projul, and add [Nathan Irwin] for the last day only.
Create a task on [Ortiz Basement Finish] in Projul called [Hang, tape and texture] running [Monday to Thursday], with [Hector Ellison] and [Glen York] on [Monday and Tuesday] and [Hector Ellison] alone on [Wednesday and Thursday].
Take [Holly Ruiz] off [Prime and first coat] on [Rivera Kitchen Remodel] in Projul and put [Marcus Xiong] on instead.
[Grace Oakes] is out [Tuesday and Wednesday]. Show me everything she is on in Projul this week and move her tasks to [Jenny Voss] where the work cannot wait.
Create a team in Projul called [Finish crew] with [Ivan Quigley], [Marcus Xiong] and [Nathan Irwin] on it.
Who is on the [Framing crew] team in Projul right now?
Checklists, punch lists and completion
Add these steps to [Protection and demo] on [Rivera Kitchen Remodel] in Projul: [shut off water at the stops and cap, kill the kitchen circuits and tag the panel, hang zip walls at the dining room and hall, lay floor protection to the front door, pull appliances and set the range in the garage, tear out uppers then lowers, cut and cap the old sink drain, load the dumpster and sweep].
Create a [Punch list] task on [Ortiz Basement Finish] in Projul for [the last Friday], assigned to [James Nguyen], with these steps: [touch up paint at the stair stringers, adjust the bath door, caulk the vanity backsplash, replace the cracked switch plate, vacuum the mechanical room, hand over paint and extra flooring].
Check off [caulk the vanity backsplash] and [adjust the bath door] on the [Punch list] task on [Ortiz Basement Finish] in Projul.
Mark [Protection and demo] on [Rivera Kitchen Remodel] in Projul complete, and log on the job that we found rotted subfloor under the dishwasher and a cracked cast iron drain line.
What is still open on [Ortiz Basement Finish] in Projul, and which of it should have finished by now?
Photos, documents and job history
Upload the photos in [~/Desktop/rivera-demo] to [Rivera Kitchen Remodel] in Projul and label them [Demo day 1].
Attach the [cabinet shop drawings] already in [Rivera Kitchen Remodel] in Projul to the [Cabinet install] task.
Give me a download link for the [signed change order] on [Rivera Kitchen Remodel] in Projul.
List every file on [Ortiz Basement Finish] in Projul with its label and when it was added.
Add a note to the [Cabinet install] task on [Rivera Kitchen Remodel] in Projul: [the filler at the fridge wall has to be scribed, the wall is out three eighths over eight feet].
Note: Uploading a file needs an AI that can move files on your computer. A chat assistant can read, list and attach files that are already in Projul, but cannot upload a new one. See How do I have my AI upload a job-site photo or document?.
Asking about your jobs
What is on the schedule in Projul next week, by job and by person? Tell me any day where a task has nobody assigned.
List every lead in Projul in the Send stage where nothing has been logged in [14] days, with the client, the job and the projected total.
Which of my active remodels in Projul have no tasks scheduled in the next [two weeks]?
What is the gross margin on the [Rivera Kitchen Remodel] estimate in Projul, and which section has the lowest margin?
Compare the labor hours in the [Ortiz Basement Finish] estimate in Projul with the hours I have scheduled in tasks, and tell me where they do not line up.
List every estimate in Projul that is still a Draft, with its project and projected total.
Check the [Rivera Kitchen Remodel] estimate in Projul for anything odd: lines with no cost, sections with no lines, missing tax, or a margin under [20]%.
Show me every change order in Projul on my active jobs that is still a Draft.
Publishing and sending estimates and change orders are done in Projul. See Can my AI publish or send an estimate?. For the whole picture of what your AI does on a remodel, see Projul AI Connect for Remodelers: A Complete Breakdown.
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