These are copy-paste prompts for the office work around tear-out, subfloor prep and install. Change the parts in brackets and paste into your AI; reading prompts work with either key, but anything that creates or edits a record needs a Read-Write key.
Leads and follow-ups
Add a new lead in Projul called [Delgado Main Floor Replacement] for a new client, [Ana Delgado], phone [(435) 555-0142], email [ana@example.com], at [418 W Tabernacle St, St. George, UT 84770]. Likelihood [60]%.
Add a new lead in Projul for [Sandstone Property Management] called [Sandstone Unit 214 Turn] at [2140 E Red Cliffs Dr, St. George, UT 84790]. Carpet and plank turn, likelihood [85]%, estimator [Grace Oakes].
Add three leads in Projul for [Sandstone Property Management], one each for [Unit 214], [Unit 218] and [Unit 302] at [Red Cliffs], all carpet and plank turns, estimator [Grace Oakes].
Add to the project notes on [Delgado Main Floor Replacement] in Projul: [1,180 sq ft main floor, carpet over plywood, glue-down sheet vinyl in the two baths, wants luxury vinyl plank, stairs are a maybe, dog in the house].
Schedule an estimate meeting on [Delgado Main Floor Replacement] in Projul for [Thursday] at [9 am] for one hour with [Grace Oakes].
Book the measure on [Delgado Main Floor Replacement] in Projul for [Tuesday, 8 to 10 am] with [Grace Oakes], with these steps: [measure every room and closet, note transitions and doorways, count treads and risers, check subfloor type and height, take a moisture reading, note furniture and appliances to move, photograph each room].
Log on [Delgado Main Floor Replacement] in Projul that [Ana] called this morning about replacing the carpet with plank and wants it finished before [Thanksgiving].
Log on [Sandstone Unit 214 Turn] in Projul that I called [Dana] at [4 pm] and got no answer, left a voicemail.
Log a site visit on [Delgado Main Floor Replacement] in Projul: [measured 1,180 sq ft, subfloor moisture reading high in the back bedroom, she picked the 7 mm plank in light oak, still deciding on the stairs].
Add a follow-up reminder on [Delgado Main Floor Replacement] in Projul for [Monday morning] to call [Ana] back about the stair wrap.
Move [Delgado Main Floor Replacement] in Projul to the Send stage.
Mark [Delgado Main Floor Replacement] as sold in Projul.
We lost [Whitfield Oak Refinish]. Mark it rejected in Projul and log the reason: [timing, we could not get to it for three weeks].
Measures and estimates
Build an estimate in Projul for [Delgado Main Floor Replacement] with six sections: tear-out and disposal, subfloor prep, luxury vinyl plank, tile at the two baths, carpet at the bedrooms and stairs, trim and transitions. [Give your quantities, costs and markups for each line.] Apply our [Utah] sales tax.
Create an estimate in Projul for [Sandstone Unit 214 Turn] from my [Rental Turn, LVP and Carpet] template. Change the plank to [610] sq ft and the carpet to [42] sq yd.
Create an estimate in Projul for [Whitfield Oak Refinish]: [880] sq ft of [2 1/4 inch red oak], sand to bare wood, one coat of [stain] and [three] coats of water-based finish, plus shoe molding removal and reinstall. Use my usual rates from the cost-item library and put in reasonable quantities.
Add a [Tear-out and disposal] section to the estimate on [Delgado Main Floor Replacement] in Projul with [pull carpet and pad, 940 sq ft at $0.55 plus 20%], [scrape glue-down sheet vinyl, 120 sq ft at $2.10 plus 20%], [one 20-yard dumpster at $475 plus 15%] and [6 hours of haul-off labor at $42 plus 40%].
Add a [Subfloor prep] section to [Delgado Main Floor Replacement] in Projul with [self-leveling underlayment, 9 bags at $42 plus 25%], [patch, screws and adhesive, one lot at $110 plus 25%] and [10 hours of prep labor at $48 plus 40%].
Add a [Stairs] section to [Delgado Main Floor Replacement] in Projul with [stair nosing, 14 pieces at $46 plus 25%], [plank for treads and risers, 14 sets at $38 plus 25%] and [install labor, 14 treads and risers at $34 each plus 40%].
On [Delgado Main Floor Replacement] in Projul, the field measurement is [1,180] sq ft of plank. Order at [10]% waste and put the ordered quantity on the material line, but leave the install labor at the field measurement.
On [Delgado Main Floor Replacement] in Projul, change the carpet to [74] sq yd with [8 lb pad] and adjust the install labor to match.
Make [Main floor product] on [Delgado Main Floor Replacement] in Projul a section where the client must choose one: [7 mm luxury vinyl plank at $6,845], [engineered hardwood at $11,420] or [12 mm laminate at $5,390], with the luxury vinyl plank selected.
Make [Stairs] on [Delgado Main Floor Replacement] in Projul a section where the client must choose one: [carpet the stairs, 14 treads and risers at $22 each plus 40%] or [wrap the stairs in matching plank with nosing and stringer trim, 14 treads and risers at $118 each plus 40%], with the carpet selected.
Add an optional [Upgrades] section to [Delgado Main Floor Replacement] in Projul with [new 3 1/4 inch primed base in place of quarter round, 240 lin ft at $2.40 plus 25%] and [move and return furniture, 8 hours at $42 plus 40%]. None selected to start.
On [Delgado Main Floor Replacement] in Projul, show the section names and totals but hide the individual line prices in [Tear-out and disposal].
Apply our [Utah] tax rate to the [Delgado Main Floor Replacement] estimate in Projul.
Apply the [Repeat client 5%] discount to [Sandstone Unit 214 Turn] in Projul.
Write the introduction on the [Delgado Main Floor Replacement] estimate in Projul: [we supply and install the plank, tile and carpet, tear-out and haul-off included, furniture moving by us, the client empties closets and removes breakables, we protect finished areas nightly].
Write the contract text on [Delgado Main Floor Replacement] in Projul covering [acclimation time before install, that subfloor conditions found after tear-out may need a change order, moisture testing and what happens if a reading fails, dye lot variation, and attic stock left with the client].
Check the [Delgado Main Floor Replacement] estimate in Projul for anything odd: lines with no cost, sections with no lines, missing tax, a missing transitions and trim section, or a section margin under [20]%.
Change orders
Add a change order to [Delgado Main Floor Replacement] in Projul called [Subfloor repair, hall bath]: [replace 32 sq ft of damaged 3/4 inch subfloor at $3.85 per sq ft plus 25%], [pull and reset the toilet with a new wax ring and supply line, one lot at $85 plus 25%] and [7 hours of repair labor at $55 plus 40%]. Apply our [Utah] tax.
Add a change order to [Delgado Main Floor Replacement] in Projul called [Floor leveling, great room]: [12 additional bags of self-leveler at $42 plus 25%] and [9 hours of labor at $48 plus 40%]. The floor was further out of level than it measured.
Add a change order to [Delgado Main Floor Replacement] in Projul called [Added closets and laundry]: [plank, 96 sq ft at $2.85 plus 25%], [moisture barrier, 96 sq ft at $0.34 plus 25%], [install labor, 96 sq ft at $1.65 plus 40%] and [two additional transition strips at $28 plus 25%].
Add a change order to [Delgado Main Floor Replacement] in Projul called [Product substitution]: the [7 mm light oak plank] is out of stock, the replacement is [$0.42] more per square foot on [1,300] sq ft ordered.
Add a change order to [Delgado Main Floor Replacement] in Projul called [Glue-down removal, hall bath]: [an old glue-down layer under the sheet vinyl, 60 sq ft at $3.10 plus 25%] and [5 hours of labor at $48 plus 40%].
Add a change order to [Delgado Main Floor Replacement] in Projul removing [the carpet tear-out and haul-off in the three bedrooms, 450 sq ft] from our scope. The homeowner is pulling their own carpet before we arrive.
Add a change order to [Sandstone Unit 214 Turn] in Projul crediting the client [$275] because we did not need the dumpster.
Scheduling the crews
Lay out the schedule in Projul for [Delgado Main Floor Replacement] starting [Monday November 10]: [Deliver material to acclimate] one afternoon, [Move furniture and appliances out] half a day, [Tear out carpet, pad and sheet vinyl] one day, [Subfloor prep and moisture reading] one day, [Plank install, main floor] three days, [Tile set, two baths] one day, [Grout and cure] one day, [Carpet at bedrooms and stairs] one day, [Transitions, quarter round and stair nosing] one day, [Final clean and walkthrough] half a day. Work days only, [7:30 am to 4 pm].
Create a task on [Delgado Main Floor Replacement] in Projul called [Plank install, main floor] for [Monday through Wednesday] from [7:30 am to 4 pm] with the [Install crew] team on it.
Create [Plank install, main floor] on [Delgado Main Floor Replacement] in Projul with three days: [Monday 7:30 to 4] with [Marco Ruiz], [Ben Okafor] and [Tina Abbott], [Tuesday 7:30 to 4] with [Marco Ruiz] and [Ben Okafor], and [Wednesday 7:30 to noon] with [Marco Ruiz] only.
Add a deadline on [Delgado Main Floor Replacement] in Projul: [Client walkthrough, floors complete] on [November 21].
The plank delivery on [Delgado Main Floor Replacement] moved to [Wednesday]. In Projul, push [Deliver material to acclimate] to Wednesday afternoon and slide [Plank install, main floor] and everything after it by [three] days, but leave the [Client walkthrough] deadline alone.
The subfloor moisture reading at [Delgado Main Floor Replacement] came back too high. In Projul, move [Plank install, main floor] and everything after it out by [four] days and tell me what else that pushes.
The grout at [Delgado Main Floor Replacement] needs another day before traffic. In Projul, move [Transitions, quarter round and stair nosing] to [Friday].
The tenant at [Sandstone Unit 214 Turn] has not moved out. In Projul, push the whole schedule on that job out by [one week] and tell me which crews that frees up.
Put the [Install crew] team on [Plank install, main floor] on [Delgado Main Floor Replacement] in Projul.
Take [Priya Hutton] off [Tile set, two baths] in Projul and put [Diane Meyer] on instead.
Create a team in Projul called [Tile crew] with [Marco Ruiz], [Ben Okafor] and [Tina Abbott] on it.
Add these steps to [Subfloor prep and moisture reading] on [Delgado Main Floor Replacement] in Projul: [sweep and vacuum, check flatness with the ten foot straightedge, mark low spots, take moisture readings in every room and photograph the meter, screw down squeaks, patch and level, confirm height at the door jambs].
Add these steps to [Plank install, main floor] in Projul: [confirm the material has acclimated the full time, check lot and dye numbers across every box, dry lay the first three rows, keep the expansion gap at the walls, stagger the end joints, protect finished areas before leaving, box up the offcuts for attic stock].
Set up a repeating task in Projul: [Load the truck and check the day's material] every [weekday] at [6:45 am] with the [Install crew] team on it.
Mark [Tear out carpet, pad and sheet vinyl] on [Delgado Main Floor Replacement] complete in Projul and tell me which steps were left unchecked.
Site notes, photos and files
Log a site visit on [Delgado Main Floor Replacement] in Projul: [the subfloor is soft around the toilet in the hall bath, and there is an old glue-down layer under the sheet vinyl].
Add a note to the [Grout and cure] task on [Delgado Main Floor Replacement] in Projul: [the client walked on the grout early at the guest bath, check for haze and lippage before the walkthrough].
Add a note to the [Delgado Main Floor Replacement] estimate in Projul recording that [the client approved the stair wrap by phone on Tuesday].
Upload every photo in [~/Photos/delgado-subfloor] to [Delgado Main Floor Replacement] in Projul and label them [Subfloor and moisture readings, before install].
Attach [subfloor-moisture-back-bedroom.jpg] from [Delgado Main Floor Replacement] in Projul to the [Subfloor prep and moisture reading] task.
List the photos and documents on [Delgado Main Floor Replacement] in Projul and tell me which ones are not attached to anything.
Templates and the cost-item library
What estimate templates do I have in Projul?
Save the [Delgado Main Floor Replacement] estimate in Projul as a template called [Whole House LVP and Carpet].
Create a section template in Projul called [Tear-out and disposal, carpet] with [pull carpet and pad, 1,000 sq ft at $0.55 plus 20%], [one 20-yard dumpster at $475 plus 15%] and [6 hours of haul-off labor at $42 plus 40%].
Create a section template in Projul called [Trim and transitions] with [quarter round, 240 lin ft at $1.15 plus 25%], [reducers and T-molding, 6 pieces at $28 plus 25%], [stair nosing, 3 pieces at $46 plus 25%] and [8 hours of trim labor at $48 plus 40%].
Add these to my cost-item library in Projul: [LVP install labor, per sq ft, $1.65, 40% markup, labor], [Carpet install labor, per sq yd, $5.50, 40% markup, labor], [Tile install labor, per hour, $55, 40% markup, labor], [8 lb carpet pad, $4.25 per sq yd, 25% markup, material], [Self-leveling underlayment, $42 per bag, 25% markup, material], [Quarter round, $1.15 per lin ft, 25% markup, material].
Update [LVP install labor, per sq ft] in my Projul cost-item library to [$1.78].
Reading your own numbers
Tell me about the [Delgado Main Floor Replacement] estimate in Projul: sections, totals, tax and status.
What is the margin on each section of [Delgado Main Floor Replacement] in Projul, and which section is lowest?
List every estimate in Projul that is still a Draft, with its project and projected total.
Which leads in Projul have had no communication logged in the last [10] days?
List every project in Projul for [Sandstone Property Management], with its status, estimate total and change orders.
What is on the schedule in Projul for [next week], by person, and which days is the [Install crew] booked?
Which tasks in Projul are past their end date and still not marked complete?
Across my sold jobs in Projul this year, what did subfloor prep change orders add up to?
How much of the [Delgado Main Floor Replacement] estimate in Projul has been invoiced, and what is left to invoice?
Publishing and sending an estimate or a change order, invoicing, payments and the time clock are done in Projul. See Which Projul features are not available to my AI yet?.
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