Prompts a design-build firm can paste straight into an AI connected to Projul. Copy one, swap in your own job details, and send it. Reading needs a Read or Read-Write key; anything that creates or changes a record needs a Read-Write key.
Leads and design agreements
Add a new lead in Projul called [Nakamura Rear Addition] for a new client, [Sara Nakamura], phone [(435) 555-0142], email [sara@example.com], at [1220 E Riverside Dr, St. George, UT 84790]. Likelihood of sale [40]%, estimator [Kevin Nolan].
Log a phone call on [Nakamura Rear Addition] in Projul: inbound, we spoke. Notes: [referred by their architect, wants a 420 sq ft addition with a bedroom and bath, spring start, budget $180k to $210k, sending the survey this week].
Schedule an estimate meeting on [Nakamura Rear Addition] in Projul for [next Thursday] from [10 to 11:30 am] with [Kevin Nolan], called [Design consultation and measure].
Add these steps to the [Design consultation and measure] task on [Nakamura Rear Addition] in Projul: [measure and photograph the rear elevation, confirm crawl space access, check panel capacity, confirm setbacks, review allowance ranges, leave the design agreement].
Set a follow-up reminder on [Nakamura Rear Addition] in Projul for [two weeks from Friday]: [chase the survey from the architect]. Put it on [Kevin Nolan].
Move [Nakamura Rear Addition] in Projul to the Send stage. I emailed the proposal this morning.
Mark [Nakamura Rear Addition] in Projul as sold and log a note that [the design agreement and construction contract were signed today].
Mark [Delgado Kitchen and Great Room] in Projul as lost, reason [went with an architect-led bid and a separate GC].
Building the proposal
Create an estimate for [Ellen Hargrove] on [Hargrove Whole-House Remodel] in Projul from my [Whole-House Remodel] template and apply our [Utah] sales tax.
Build an estimate in Projul for [Nakamura Rear Addition] with these sections: [design and preconstruction, permits and fees, demolition and protection, sitework and foundation, framing, windows and exterior doors, roofing and siding, rough-in, insulation and drywall, interior finish, flooring and tile, paint, punch list]. [Give the quantities, costs and markups for each line.] Apply our [Utah] sales tax.
Create an estimate in Projul for [Delgado Kitchen and Great Room]. Use my usual labor rates and markups from the cost-item library and put in reasonable quantities for a [340 sq ft kitchen and great room opening in a 1978 ranch]. I will correct them.
Add a [Design and preconstruction] section to [Nakamura Rear Addition] in Projul with [design and construction documents, lump sum $9,800, no markup], [structural engineering, $1,450, no markup] and [permit expediting, 6 hours at $52/hr plus 45%].
On the [Nakamura Rear Addition] estimate in Projul, put [plumbing, electrical and HVAC] as subsections under a [Rough-in] section.
On the [Delgado Kitchen and Great Room] estimate in Projul, raise the drywall to [2,140] sq ft, change the electrical subcontract to [$10,800], and tell me the new projected total.
Apply the [Repeat client 5%] discount to [Hargrove Whole-House Remodel] in Projul.
Read the [Hargrove Whole-House Remodel] estimate in Projul and write the introduction for the client covering [the design phase, the allowance sections, and that selections are due before drywall], then write the contract details covering [the payment schedule and the change order process].
Set the [Nakamura Rear Addition] estimate in Projul to expire in [30 days] and title it [Rear Addition: Design and Construction Proposal].
Allowances and selections
Make the [Cabinetry] section on [Delgado Kitchen and Great Room] in Projul a selection where the client must choose one of [painted maple shaker at $18,400, stained white oak at $24,900, semi-custom at $14,200], with [painted maple shaker] selected.
Add a [Countertops] selection section to [Nakamura Rear Addition] in Projul where the client may choose one of [quartz at $6,850, granite at $5,400, butcher block at $2,900], with [quartz] selected, and print the unselected options on the document.
Add a [Plumbing fixtures allowance] section to [Nakamura Rear Addition] in Projul totaling [$4,800], and hide the line prices so the client sees only the section total.
Add a [Lighting allowance] line to the [Interior finish] section of [Delgado Kitchen and Great Room] in Projul: [$3,200 plus 15%, not taxable].
List the selection sections on [Delgado Kitchen and Great Room] in Projul and tell me which option is currently selected in each one.
Change orders
Add a change order to [Nakamura Rear Addition] in Projul called [Unforeseen conditions at the rear wall]: [rotted sill and rim joist, 24 lin ft of material at $18 plus 25%], [sistered joists and blocking, $640 plus 25%], [carpentry labor, 26 hours at $58/hr plus 45%] and [structural engineer site letter, $450, no markup]. Apply our [Utah] sales tax.
Add a change order to [Delgado Kitchen and Great Room] in Projul called [Cabinetry upgrade beyond allowance] for [the difference between the painted maple allowance and the stained white oak package, $6,500 plus 20%].
Add a change order to [Nakamura Rear Addition] in Projul called [Plan review comments] covering [an upsized header at the rear opening, $980 plus 25%] and [a revised energy compliance report, $375, no markup].
Add a change order to [Nakamura Rear Addition] in Projul called [Tile scope removed] with a display-only section crediting [the backsplash tile and setting, $2,240].
List every change order on [Hargrove Whole-House Remodel] in Projul with its title, its total and its status.
The build schedule
Start a new project in Projul called [Nakamura Rear Addition] for [Sara Nakamura] from my [Addition build] schedule template, beginning [March 2], and bring the crews along.
Lay out the schedule for [Nakamura Rear Addition] in Projul starting [March 2]: [permit submittal, plan review deadline, preconstruction meeting, demolition, foundation, framing, rough-in, framing and rough inspection, insulation and drywall, cabinets, countertop template and install, tile and flooring, paint, punch list and final walkthrough]. [Give the dates and the crew for each.]
Put the [Framing crew] team on the [Framing] task on [Nakamura Rear Addition] in Projul.
Add [Miles Thorne] to the [Rough-in] task on [Nakamura Rear Addition] in Projul for [the first three days] only.
Plan review on [Nakamura Rear Addition] in Projul came back [three weeks late]. Push every task from [demolition] onward back by [three weeks] and tell me the new dates.
The cabinets for [Hargrove Whole-House Remodel] in Projul slipped to [June 22]. Move [cabinet install], [countertop template], [countertop install], [tile], [paint] and [punch list] accordingly and keep the same crews.
Add these steps to the [Pre-drywall walkthrough] task on [Nakamura Rear Addition] in Projul: [confirm blocking for grab bars and TV mounts, photograph every wall, verify can light layout, confirm outlet and switch heights with the client, check register locations, sign off the rough inspection card].
Mark the [Framing] task on [Nakamura Rear Addition] in Projul complete.
Create a repeating task in Projul called [Nakamura site meeting], every [Wednesday] at [7:30 am] on [Nakamura Rear Addition], for [Nathan Irwin] and [James Nguyen].
Add a deadline on [Nakamura Rear Addition] in Projul: [final inspection] on [June 24].
Site records, photos and client conversations
Log a site visit on [Nakamura Rear Addition] in Projul: [walked the job with the client at 3 pm, approved the revised can light layout, asked about moving the bathroom door, framer to hold the opening until Friday].
Log a text on [Delgado Kitchen and Great Room] in Projul: outbound, [sent the client the three tile options and the price difference for each].
Upload these pre-drywall photos to [Nakamura Rear Addition] in Projul and attach them to the [Pre-drywall walkthrough] task, labelled [rear wall blocking] and [ceiling before insulation].
Upload [the structural engineer letter] to [Nakamura Rear Addition] in Projul and attach it to the estimate.
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?.
Add a note on the [Delgado Kitchen and Great Room] estimate in Projul: [client confirmed stained white oak cabinetry on the phone today, change order to follow].
Show me every message and communication logged on [Nakamura Rear Addition] in Projul since [March 1], newest first.
Templates you reuse on every job
What estimate templates do I have in Projul?
Save the [Nakamura Rear Addition] estimate in Projul as a template called [Rear Addition on Crawl Space].
Create a section template in Projul called [Permits and plan review] with [building permit $2,340 no markup], [plan review $610 no markup] and [permit runner, 6 hours at $52/hr plus 45%].
Create a section template in Projul called [Design and preconstruction] with [design and construction documents, lump sum, no markup], [structural engineering, no markup] and [preconstruction meeting, 4 hours at $62/hr plus 45%].
Add [Finish carpentry labor] to my cost-item library in Projul: [$62] per hour, [45]% markup, labor.
Create a team in Projul called [Framing crew] with [Glen York], [Hector Ellison] and [Grace Oakes] on it.
Reading your jobs back
List every lead in Projul in the Estimate, Write and Send stages with the client, the address, the likelihood of sale and when it was last updated.
Which of my leads in Projul in the Send stage have had no message logged in the last [14] days?
List every estimate in Projul that is still a Draft, with its project and its projected total.
What is the gross margin on [Hargrove Whole-House Remodel] in Projul, and which section carries the lowest margin?
Check the [Nakamura Rear Addition] estimate in Projul for anything odd: lines with no cost, sections with no lines, missing tax, or a margin under [20]%.
What is on the schedule in Projul next week, by person, across all my jobs?
Which tasks on [Hargrove Whole-House Remodel] in Projul are still open, and what is the last one on the calendar?
List every deadline in Projul in the next [30] days with the job it belongs to.
Publishing an estimate, sending it, invoicing the job, time tracking, purchase orders and daily logs are done in Projul. See Which Projul features are not available to my AI yet? and Can my AI publish or send an estimate?.
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