These are copy-paste prompts for the work a pool and outdoor-living company does in Projul. Copy one, change the bracketed parts, and paste it into your AI; reading works with either key, but anything that creates or changes a record needs a Read-Write key.
Contents
Weather, inspections and deliveries
Remodels, replasters and service work
Leads and follow-ups
Add a new lead in Projul for [Dana Alvarez] called [Alvarez Pool Build] at [4820 E Camino Del Sol, Mesa, AZ 85206]. She wants a [16 x 32 freeform gunite pool with a raised spa]. Likelihood of sale [60]%, set me as the estimator.
Add a lead in Projul called [Whitfield Pool Build] for a new client, [Ray Whitfield], phone [(480) 555-0163], email [ray@example.com], address [1712 W Ranch Rd, Gilbert, AZ 85233]. Note in the project notes that he was referred by [the Alvarez job].
Log on [Alvarez Pool Build] in Projul that I called [Dana] today, reached her, and she wants the design meeting after the [15th].
Log a site visit on [Nguyen Pool Replaster] in Projul: pool measures [560 sq ft] of interior, waterline tile is loose in three places, pump is original.
Schedule an estimate meeting on [Alvarez Pool Build] in Projul for [Thursday at 9 am] at the job site, with me on it.
Move the [Alvarez Pool Build] lead to the Write stage in Projul.
List every lead in Projul with no logged contact in the last [14] days, with the client, the stage and the likelihood of sale.
Show me every lead in Projul we marked rejected since [last March]. I want to call the pool builds back before spring.
Mark [Alvarez Pool Build] as sold in Projul. Deposit came in today.
We lost [Whitfield Pool Build]. Mark it rejected in Projul and log that [he went with a fiberglass shell at a lower price].
Building the estimate
Create an estimate in Projul for [Alvarez Pool Build] from my [Gunite Pool 16x32] template and apply our [Arizona] tax.
Build an estimate in Projul for [Alvarez Pool Build] laid out as [layout and excavation, steel, plumbing rough, electrical and bonding, gunite shell, tile and coping, decking, equipment set, interior finish and start-up, permits and fees]. [Give your quantities, costs and markups for each line.]
Create an estimate in Projul for [Whitfield Pool Build]. Use my usual rates from the cost-item library and put in reasonable quantities for a [14 x 28 rectangle gunite pool with 500 sq ft of broom finish deck]. I will correct them.
Add a [Decking] section to [Alvarez Pool Build] in Projul: [travertine pavers, 700 sq ft at $16.40] plus [25]%, [sand and base, $780] plus [20]%, [set labor, 40 hours at $55] plus [40]%.
Add an [Equipment set] section to [Alvarez Pool Build] in Projul: [variable speed pump at $1,340] plus [20]%, [cartridge filter at $780] plus [20]%, [400,000 BTU gas heater at $4,120] plus [20]%, [pad plumbing and set labor, 12 hours at $58] plus [40]%.
Add a [Permits and fees] section to [Alvarez Pool Build] in Projul with [building permit, $485, no markup, not taxable] and [barrier inspection fee, $120, no markup].
On the [Alvarez Pool Build] estimate in Projul, change the deck to [880] sq ft and raise the coping to [112] linear feet.
Apply our [Arizona] tax rate to the [Alvarez Pool Build] estimate in Projul.
Apply the [Referral 3%] discount to [Alvarez Pool Build] in Projul.
Read the [Alvarez Pool Build] estimate in Projul and write a two-paragraph introduction for the homeowner that covers [the build sequence and roughly how long each phase takes], for me to paste into the estimate.
Options and upgrades
On the [Alvarez Pool Build] estimate in Projul, make [Interior finish] a selection where the client must choose one: [white plaster at $4,160], [quartz at $5,440] or [pebble at $7,290]. Start with quartz selected.
Add an [Upgrades] section to [Alvarez Pool Build] in Projul where the client can choose any number: [400,000 BTU gas heater at $4,120], [salt chlorine generator at $1,890], [color LED light at $1,240], [tanning ledge with bubbler at $3,650], [in-floor cleaning system at $6,800]. None selected to start.
On [Alvarez Pool Build] in Projul, add a [Spa] section the client can take or leave: [8 ft raised spa with spillway, $14,800]. Leave it unselected.
Make [Decking] on [Alvarez Pool Build] in Projul a choice between [broom finish concrete, 700 sq ft at $9.50] and [travertine pavers, 700 sq ft at $16.40], with concrete selected.
On [Alvarez Pool Build] in Projul, itemize [Tile and coping], [Decking] and [Equipment set] for the client, and show only the section totals for [Layout and excavation] and [Steel].
Change orders
Add a change order to [Alvarez Pool Build] in Projul called [Rock excavation]: [hammer time, 9 hours at $310] plus [20]% and [extra spoil haul-off, 6 cubic yards at $95] plus [15]%. Apply our [Arizona] tax.
Add a change order to [Alvarez Pool Build] in Projul for the added spa: [8 ft raised spa with spillway, $14,800], [blower and jets package at $1,650] plus [20]%, and [16 hours of plumbing labor at $58] plus [40]%.
Add a change order on [Whitfield Pool Build] in Projul for the retaining wall the grade needs: [block and footing material, $3,900] plus [20]% and [wall labor, 32 hours at $55] plus [40]%.
Add a change order to [Alvarez Pool Build] in Projul for [an extra 60 feet of conduit and trench to the equipment pad] at [$18] per foot plus [25]%, and [6 hours of labor at $58] plus [40]%.
Add a change order to [Alvarez Pool Build] in Projul removing the [travertine deck upgrade] and putting the deck back to [broom finish concrete, 700 sq ft at $9.50] plus [25]%.
Add a change order to [Nguyen Pool Replaster] in Projul crediting the client [$420] because we did not need the [dumpster].
Scheduling the build
Build the schedule for [Alvarez Pool Build] in Projul starting [Monday April 14]: excavation [1 day] with the [dig crew], steel [2 days] with [Marco Ruiz] and [Danny Poole], plumbing rough [1 day] with [Kyle Barrett], electrical and bonding [1 day] with [Sunbelt Electric], gunite [1 morning] with the [gunite sub], then [7 days] of cure with nobody on it, tile and coping [3 days] with the [tile crew], decking [2 days], equipment set [1 day] with [Kyle Barrett], interior finish [1 day] with the [plaster sub], fill and start-up [1 day]. Skip weekends. Work days [7 am to 3:30 pm].
Create a task on [Alvarez Pool Build] in Projul called [Gunite shoot] for [Friday April 25] from [6 to 11 am] with the [gunite sub] on it, and these steps: [confirm the hole is dry, verify steel inspection sign-off, check plumbing pressure test, protect the neighbor's driveway, cut bond beam to grade, hose down and start cure].
Add a task to [Alvarez Pool Build] in Projul called [Set heater and automation]. No date yet, waiting on the delivery.
Add a deadline on [Alvarez Pool Build] in Projul: [Barrier and final inspection] on [June 6].
Assign the [tile crew] team to the [Tile and coping] task on [Alvarez Pool Build] in Projul.
Create a repeating task on [Alvarez Pool Build] in Projul called [Start-up brush and chemistry check], every day for [7] days starting [June 2], [7 to 8 am], with [Kyle Barrett] on it.
Mark [Plumbing rough] on [Alvarez Pool Build] in Projul complete.
Weather, inspections and deliveries
Rain today. Push [Layout and excavation] on [Alvarez Pool Build] in Projul to [tomorrow] and move steel, plumbing and gunite back one working day each. Keep the same crews.
The gunite sub cannot come until [Monday]. Move [Gunite shoot] on [Alvarez Pool Build] in Projul to [Monday morning] and shift tile and coping to start [the following Wednesday] so the cure keeps its full week.
The [travertine coping] delivery slipped to [May 12]. Move [Tile and coping] on [Alvarez Pool Build] in Projul to start [May 13] and tell me what else has to move.
[Sunbelt Electric] failed the bonding inspection. Add a task on [Alvarez Pool Build] in Projul called [Bonding correction and re-inspection] for [Wednesday] with [Sunbelt Electric] on it, and push [Gunite shoot] to [Friday].
[Kyle Barrett] is out [Thursday and Friday]. Show me everything he is on in Projul those days and move what cannot wait to [Marco Ruiz].
Remodels, replasters and service work
Add a lead in Projul for [Kim Nguyen] called [Nguyen Pool Replaster]. Existing pool, [560 sq ft of interior, plaster is 14 years old, waterline tile coming loose]. Address [2205 N Palm Ln, Chandler, AZ 85224].
Build an estimate in Projul for [Nguyen Pool Replaster] with three sections: drain and chip out, waterline tile, pebble interior and start-up. [Give your quantities, costs and markups.]
Create an estimate in Projul for [Ortega Equipment Change-out]: [variable speed pump at $1,340] plus [20]%, [cartridge filter at $780] plus [20]%, [salt chlorine generator at $1,890] plus [20]%, [install labor, 8 hours at $58] plus [40]%, and [haul-off of the old equipment, $120] no markup.
Schedule [Nguyen Pool Replaster] in Projul over [two weeks] from [March 3]: drain and chip [2 days] with the [service crew], tile [2 days] with the [tile crew], pebble [1 day] with the [plaster sub], fill and start-up [1 day] with [Kyle Barrett].
Set up a weekly task on [Nguyen Pool Replaster] in Projul called [Water check], every [Tuesday] for [4] weeks starting [March 11], with the [service crew].
Photos, files and messages
Upload the photos in [~/Photos/alvarez-steel] to [Alvarez Pool Build] in Projul and label them [Steel inspection, April 16].
Attach the [gunite delivery ticket] already on [Alvarez Pool Build] in Projul to the [Gunite shoot] task.
Attach the [pool plan PDF] already in Projul on [Alvarez Pool Build] to the estimate.
Log on [Alvarez Pool Build] in Projul that [Dana] called about moving the equipment pad to the [east side of the house], and I told her it changes the conduit run.
Add a note to the [Gunite shoot] task on [Alvarez Pool Build] in Projul: [the neighbor's driveway must be protected, they have complained before].
Draft a message I can send [Dana] from Projul about [the gunite date moving to Monday and what that does to the fill date].
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?.
Reading your numbers
Tell me about the [Alvarez Pool Build] estimate in Projul: sections, totals, tax and status.
What is the gross margin on [Alvarez Pool Build] in Projul, and which section has the lowest margin?
List every pool estimate in Projul that is still a Draft, with its project and projected total.
Which estimates in Projul are waiting for client approval and are past their expiry date?
How much of [Alvarez Pool Build] in Projul has been invoiced, and what is left to invoice?
Which builds in Projul are sold but have no tasks on the schedule yet?
Check the [Alvarez Pool Build] estimate in Projul for anything odd: lines with no cost, sections with no lines, missing tax, or a margin under [20]%.
Templates worth building once
Save the [Alvarez Pool Build] estimate in Projul as a template called [Gunite Pool 16x32].
Create a section template in Projul called [Equipment pad] with [variable speed pump at $1,340] plus [20]%, [cartridge filter at $780] plus [20]%, and [pad plumbing and set labor, 12 hours at $58] plus [40]%.
Create a section template in Projul called [Start-up and pool school] with [fill water, $420] no markup and [start-up and pool school, 8 hours at $52] plus [40]%.
Add [Gunite shell, per sq ft of shell] to my cost-item library in Projul: [$9.75] per square foot, [20]% markup, material.
Add [Tile setting labor] to my cost-item library in Projul: [$55] per hour, [40]% markup, labor.
Publishing and sending an estimate or a change order are done in Projul. See Can my AI publish or send an estimate?. For what your AI cannot reach yet, see Which Projul features are not available to my AI yet?.
Questions? Let's Chat.
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