Prompts for the work an electrical contractor does in Projul every week: taking in service calls, pricing panels, remodels and chargers, scheduling rough-ins and inspections, and keeping the record straight. Copy one, change the parts in brackets, and paste it into your AI.
Anything that creates or changes a record needs a Read-Write key; reading works with either. Say the job and the client the way they are named in Projul, no special wording needed.
Service calls and new leads
Add a lead in Projul for a new client, [Dana Whitaker], phone [(435) 555-0188]. Call it [Whitaker 200A Service Upgrade], job at [742 N Bluff St]. She has a 100 amp fuse panel and wants 200 amp service with an EV charger circuit. Likelihood [70]%.
Add a lead in Projul for [Ridgeline Builders] called [Ridgeline Lot 14 Rough Wiring] at [1188 S Canyon View Dr], rough-in and trim on a [2,400] sq ft single family. Estimator [Marcus Hale].
Add a lead in Projul for [Angela Reed] called [Reed Inspection Repairs] at [305 E 200 N]. Project notes: [GFCI protection needed in kitchen and both baths, one double-tapped breaker, one ungrounded receptacle in the living room, closing October 9].
Add a lead in Projul for [Tom Beckett] called [Beckett Standby Generator] at [88 W Sunland Dr]. He lost power for three days in the last storm and wants a price on a standby generator and transfer switch.
Add a client in Projul: [Sunrise Property Management], contact [Rita Salas], phone [(435) 555-0110], email [rita@example.com].
Schedule an estimate meeting on [Whitaker 200A Service Upgrade] in Projul for [Thursday 9 to 10 am] with [Marcus Hale], and note that the panel is on the north wall behind the gate.
Follow-ups and the pipeline
Log on [Whitaker 200A Service Upgrade] in Projul that I called [Dana] this morning, reached her, and she is waiting on the utility to confirm the meter location.
Log on [Ridgeline Lot 14 Rough Wiring] in Projul that I tried [Ridgeline] at 4 pm and got no answer.
Log a site visit on [Reed Inspection Repairs] in Projul: met [Angela] at the house, the panel is a Federal Pacific, she wants it priced with the punch list.
Set a follow-up reminder on [Beckett Standby Generator] in Projul for [next Tuesday morning].
Move [Whitaker 200A Service Upgrade] in Projul to the [Send] stage, the quote went out this afternoon.
Mark [Whitaker 200A Service Upgrade] in Projul as sold and log that she approved by phone with a [$1,500] deposit due Friday.
Mark [Reed Inspection Repairs] in Projul as lost, and log that the buyer's agent used the inspector's own electrician.
Which leads in Projul have had no follow-up logged in the last [10] days? Give me the client, the stage and the last conversation.
Estimates
Create an estimate in Projul for [Whitaker 200A Service Upgrade] from my [200A Service Change] template and apply our [Utah] tax.
Build an estimate in Projul for [Whitaker 200A Service Upgrade] with four sections: [permits and utility coordination], [service and panel], [circuit transfer and labeling], [EV charger circuit]. [Give the quantities, your costs and your markups for each line.]
Create an estimate in Projul for [Perez Kitchen Remodel]: rough-in is [34] openings at [$46] each in material plus [25]% and [40] hours at [$58] plus [40]%; trim is [34] devices at [$9] plus [25]% and [16] hours at [$58] plus [40]%; add [8] recessed LED cans at [$38] plus [25]% with [6] hours to install.
Create an estimate in Projul for [Beckett Standby Generator]: [22kW standby generator, 1 ea at $5,150] plus [20]%, [200A automatic transfer switch, 1 ea at $1,480] plus [25]%, [gas line coordination allowance, $600, no markup], [24] hours of labor at [$58] plus [40]%, and [electrical permit, $175, no markup, not taxable].
Create an estimate in Projul for [Ortiz Dead Kitchen Circuit] with one section, [Troubleshoot and repair]: [2] hours of diagnostic labor at [$95] no markup, [1] GFCI receptacle at [$24] plus [25]%, [1] 20A breaker at [$14] plus [25]%.
On the [Whitaker 200A Service Upgrade] estimate in Projul, raise the journeyman labor to [20] hours and change the SER cable to [28] lf.
Add a [Permits and utility coordination] section to [Ridgeline Lot 14 Rough Wiring] in Projul with [electrical permit, $175, no markup, not taxable] and [2] hours of coordination at [$58] plus [40]%.
Save the [Whitaker 200A Service Upgrade] estimate in Projul as a template called [200A Service Change with EV circuit].
Create a section template in Projul called [EV charger circuit] with [50A two-pole GFCI breaker, $145 plus 25%], [6/3 NM-B, 45 lf at $4.10 plus 25%], [NEMA 14-50 receptacle and box, $62 plus 25%] and [5 hours of labor at $58 plus 40%].
Add [Apprentice electrician labor] to my cost-item library in Projul: [$34] per hour, [40]% markup, labor.
Options, visibility and tax
On the [Whitaker 200A Service Upgrade] estimate in Projul, make the [EV charger circuit] section a selection where the client must choose one: [NEMA 14-50 receptacle at $1,120] or [hardwired 48A charger at $1,865]. Start with the receptacle selected.
Add an optional section to [Whitaker 200A Service Upgrade] in Projul where the client can add any of: [whole-home surge protector $385], [generator interlock kit $460], [two exterior GFCI receptacles $290]. None selected to start.
On [Ridgeline Lot 14 Rough Wiring] in Projul, show the line items and quantities in every section but hide the individual line prices.
Mark the [electrical permit] line on [Whitaker 200A Service Upgrade] in Projul as not taxable.
Apply our [Utah] sales tax to the [Perez Kitchen Remodel] estimate in Projul.
Apply the [Repeat client 5%] discount to [Ridgeline Lot 14 Rough Wiring] in Projul.
Read the [Whitaker 200A Service Upgrade] estimate in Projul and write an introduction for the homeowner explaining the service change, the power-off day and the inspection, that I can paste into the estimate.
Change orders
Add a change order to [Perez Kitchen Remodel] in Projul called [Knob-and-tube removal in kitchen ceiling]: [180 lf of 12/2 NM-B at $1.35] plus [25]%, [boxes and devices, 1 lot at $95] plus [25]%, and [14] hours at [$58] plus [40]%.
Add a change order to [Perez Kitchen Remodel] in Projul called [Aluminum branch circuit remediation]: [22 devices pigtailed with copper connectors at $6.50 each] plus [25]% and [7] hours at [$58] plus [40]%.
Add a change order to [Perez Kitchen Remodel] in Projul called [Added island cans]: [4 recessed LED cans at $38] plus [25]%, [1 dimmer at $32] plus [25]%, and [5] hours at [$58] plus [40]%.
Add a change order to [Whitaker 200A Service Upgrade] in Projul removing the [EV charger circuit] section, she is holding off until the car arrives.
Add a change order to [Ridgeline Lot 14 Rough Wiring] in Projul crediting the client [$420] because the detached garage feed was cancelled.
Scheduling and crews
Create a task on [Whitaker 200A Service Upgrade] in Projul called [Service change, power off] for [Tuesday] from [7 am to 4 pm] with [Marcus Hale] and [Tyler Boone].
Create a task on [Ridgeline Lot 14 Rough Wiring] in Projul called [Rough-in] for [Tuesday through Thursday, 7 am to 3:30 pm]. Put [Marcus Hale] and [Tyler Boone] on Tuesday and Wednesday, and [Marcus Hale] alone on Thursday.
Build the schedule in Projul for [Perez Kitchen Remodel] starting [Monday September 15]: [Temp power] Monday morning, [Rough-in] Tuesday to Thursday, [Rough inspection] Friday, [Trim-out] the following Wednesday and Thursday, [Fixture hang] that Friday, [Final inspection] the Monday after.
Assign the [New construction crew] team to the [Rough-in] task on [Ridgeline Lot 14 Rough Wiring] in Projul.
Create a team in Projul called [Service truck] with [Marcus Hale] and [Devin Marsh] on it.
Take [Tyler Boone] off [Service change, power off] in Projul and put [Devin Marsh] on instead.
The drywall crew starts a week late on [Perez Kitchen Remodel]. In Projul move [Rough-in] to [next Tuesday and Wednesday] and push [Rough inspection] to [next Thursday], same crew.
The [200A panel] is backordered to [September 22]. Move [Service change, power off] on [Whitaker 200A Service Upgrade] in Projul to [September 24] and log on the job why.
It is raining Thursday. Move [Trench and conduit to detached garage] on [Ridgeline Lot 14 Rough Wiring] in Projul to [Friday] and tell me who that conflicts with.
Add an unscheduled task to [Ridgeline Lot 14 Rough Wiring] in Projul called [Order 200A panel and EV breaker].
Set up a repeating task in Projul called [Monday crew meeting] every [Monday] at [6:45 am] for [the service truck team].
Inspections and deadlines
Add a deadline on [Whitaker 200A Service Upgrade] in Projul: [Utility reconnect and inspection] on [Wednesday].
Add these steps to the [Service change, power off] task on [Whitaker 200A Service Upgrade] in Projul: [confirm utility disconnect on site, photograph existing panel and directory, set meter main and drive ground rods, land feeders and torque terminations, transfer and label all circuits, photograph the new directory, call for inspection].
Which steps are still open on the [Service change, power off] task in Projul?
Mark the [Rough-in] task on [Perez Kitchen Remodel] in Projul complete and log that the inspector signed off at 2 pm.
List every task in Projul with [inspection] in the name that is not complete, with its date and the job.
Photos and job records
Upload [whitaker-panel-before.jpg] and [whitaker-panel-after.jpg] to [Whitaker 200A Service Upgrade] in Projul and label them [Existing fuse panel] and [New 200A load center, directory labeled].
Upload [reed-inspection-report.pdf] to [Reed Inspection Repairs] in Projul and add a note listing the items it calls out.
Attach [panel-schedule.pdf] to the [Service and panel] line on the [Whitaker 200A Service Upgrade] estimate in Projul.
Add project notes to [Ridgeline Lot 14 Rough Wiring] in Projul: [meter base goes on the south wall, the builder wants all the bath fans on their own circuits, and the driveway gate code is 4417].
Get me a download link for [whitaker-panel-after.jpg] on [Whitaker 200A Service Upgrade] in Projul.
End-of-week questions
What is on the schedule in Projul next week, by person and by job?
Who is free in Projul on [Thursday] afternoon?
Which tasks in Projul are past their date and still open?
List every estimate in Projul that is still a Draft, with its job and projected total.
Which estimates in Projul are waiting for client approval and past their expiry date?
What did we quote [Ridgeline Builders] this year in Projul, and how much of it sold?
What is the labor share of the [Whitaker 200A Service Upgrade] estimate in Projul, and which section has the lowest margin?
Check the [Ridgeline Lot 14 Rough Wiring] estimate in Projul for anything odd: lines with no cost, sections with no lines, missing tax, or a margin under [20]%.
Publishing and sending an estimate, invoicing, the time clock and purchase orders are done in Projul. See Which Projul features are not available to my AI yet?.
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