Copy-paste prompts for the plumbing work you do every week in Projul: service calls, pricing heaters and repipes, scheduling crews and inspections, and keeping the record straight. Copy one, change the bracketed parts, and paste it into your AI.
Anything that creates or changes a record needs a Read-Write key. The reading prompts work with either key.
Service calls and new leads
Add a lead in Projul for a new client, [Marta Whitfield], phone [(435) 555-0173]. Call it [Whitfield Water Heater Replacement], job at [612 E Diagonal St]. Her 50 gallon gas heater is leaking from the base and there is no expansion tank. Likelihood [85]%.
Add a lead in Projul for [Canyon Ridge Builders] called [Canyon Ridge Bath Addition Rough-In] at [1188 S Canyon View Dr], DWV and water rough, top-out and trim on a [three] fixture bath plus a laundry box. Estimator [Reggie Salas].
Add a lead in Projul for [Sunhaven Property Management] called [Sunhaven Unit 12 Sewer Backup] at [455 W 400 S, Unit 12]. Sewage is coming up in the downstairs shower, they suspect roots in the main. Likelihood [95]%.
Add a lead in Projul for [Alan Pruitt] called [Pruitt Whole House Repipe] at [77 N 300 W]. [1962] galvanized, single story on a crawl space, [12] fixtures, he has low pressure in the back bath.
Add a lead in Projul for [Angela Reed] called [Reed Inspection Repairs] at [305 E 200 N]. Project notes: [leaking angle stop under the hall bath lavatory, missing thermal expansion tank at the heater, unvented island sink, saddle valve on the ice maker line to be replaced, closing October 9].
Add a client in Projul: [Sunhaven Property Management], contact [Rita Salas], phone [(435) 555-0110], email [rita@example.com].
Schedule an estimate meeting on [Whitfield Water Heater Replacement] in Projul for [Thursday 9 to 10 am] with [Reggie Salas], and note that the heater is in the hall closet and the shutoff is by the north hose bibb.
Follow-ups and the pipeline
Log on [Whitfield Water Heater Replacement] in Projul that I called [Marta] this morning, reached her, and she wants a tankless price alongside the tank.
Log on [Pruitt Whole House Repipe] in Projul that I tried [Alan] at 4 pm and got no answer.
Log a site visit on [Reed Inspection Repairs] in Projul: met [Angela] at the house, the heater is [14] years old with no expansion tank, she wants it priced with the punch list.
Log on [Sunhaven Unit 12 Sewer Backup] in Projul that [Rita] texted photos and wants a camera inspection before they approve any digging.
Set a follow-up reminder on [Pruitt Whole House Repipe] in Projul for [Friday afternoon].
Move [Whitfield Water Heater Replacement] in Projul to the [Send] stage, the quote went out this afternoon.
Move [Pruitt Whole House Repipe] in Projul to [Revise], he wants it priced with PEX-A instead of copper.
Mark [Whitfield Water Heater Replacement] in Projul as sold and log that she approved the tank option by phone today.
Mark [Pruitt Whole House Repipe] in Projul as lost, and log that the winning bid did not include patching or the pressure reducing valve.
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 [Whitfield Water Heater Replacement] from my [50 Gallon Gas Heater Replacement] template and apply our [Utah] tax.
Build an estimate in Projul for [Whitfield Water Heater Replacement] with three sections: [permit and code items], [removal and disposal], [heater and installation]. [Give the quantities, your costs and your markups for each line.]
Create an estimate in Projul for [Whitfield Water Heater Replacement]: [plumbing permit, $145, no markup, not taxable], [50 gallon atmospheric gas water heater, 1 ea at $985] plus [25]%, [thermal expansion tank, 1 ea at $68] plus [25]%, [seismic straps, drain pan and pan drain line, 1 lot at $54] plus [25]%, [3/4 inch copper and fittings, 12 lf at $9.20] plus [25]%, [haul away and dispose of the old heater, 1 ea at $45] no markup, [6] hours of plumber labor at [$72] plus [40]% and [6] hours of apprentice labor at [$42] plus [40]%.
Create an estimate in Projul for [Pruitt Whole House Repipe], a [12] fixture home-run PEX repipe: [PEX-A tubing, 480 lf at $0.92] plus [25]%, [14 port manifold, 1 ea at $265] plus [25]%, [fittings, hangers and sleeves, 1 lot at $310] plus [25]%, [main shutoff and pressure reducing valve, 1 ea at $210] plus [25]%, [12] fixture connections at [$28] each plus [25]%, [38] hours of plumber labor at [$72] plus [40]%, [38] hours of apprentice labor at [$42] plus [40]%, and [plumbing permit, $190, no markup, not taxable].
Create an estimate in Projul for [Canyon Ridge Bath Addition Rough-In] with three sections: [DWV rough] with [3 inch ABS and fittings, 40 lf at $6.10] plus [25]%, [2 inch and 1.5 inch waste and vent, 85 lf at $2.75] plus [25]% and [22] hours at [$72] plus [40]%; [Water rough and top-out] with [PEX water lines, 160 lf at $0.92] plus [25]%, [tub and shower valve, 1 ea at $198] plus [25]% and [14] hours at [$72] plus [40]%; [Trim-out and set fixtures] with [toilet, 1 ea at $265] plus [25]%, [lavatory faucet, 1 ea at $172] plus [25]%, [shower trim kit, 1 ea at $210] plus [25]% and [8] hours at [$72] plus [40]%.
Create an estimate in Projul for [Sunhaven Unit 12 Sewer Backup] with one section, [Camera and cable the main line]: [2] hours of drain technician labor at [$95] no markup and [cable and cutter head wear, 1 lot at $35] plus [25]%.
Create an estimate in Projul for [Ortiz Slab Leak Repair]: [leak locate, 2 hours at $95] no markup, [concrete cut, break out and patch, 1 lot at $480] plus [20]%, [copper repair and fittings, 1 lot at $95] plus [25]%, and [8] hours at [$72] plus [40]%.
On the [Pruitt Whole House Repipe] estimate in Projul, raise the plumber labor to [44] hours and change the PEX tubing to [540] lf.
Add a [Gas line and appliance connection] section to [Canyon Ridge Bath Addition Rough-In] in Projul with [1/2 inch black iron and fittings, 30 lf at $5.40] plus [25]% and [6] hours at [$72] plus [40]%.
Save the [Whitfield Water Heater Replacement] estimate in Projul as a template called [50 Gallon Gas Heater Replacement with code items].
Create a section template in Projul called [Permit and code items] with [plumbing permit, $145, no markup, not taxable], [thermal expansion tank, $68 plus 25%], [seismic straps, drain pan and pan drain line, $54 plus 25%] and [sediment trap and flex connectors, $46 plus 25%].
Add [Journeyman plumber labor] to my cost-item library in Projul: [$72] per hour, [40]% markup, labor. And add [Apprentice plumber labor] at [$42] per hour, [40]% markup, labor.
Options, visibility and tax
On the [Whitfield Water Heater Replacement] estimate in Projul, make the [Heater and installation] section a selection where the client must choose one: [50 gallon atmospheric gas tank at $2,480] or [tankless conversion with gas line upsize and new venting at $5,340]. Start with the tank selected.
Add an optional section to [Pruitt Whole House Repipe] in Projul where the client can add any of: [whole-house sediment filter $460], [two frost-free hose bibbs $310], [pressure reducing valve replacement $285], [washing machine box with hammer arrestors $195]. None selected to start.
On [Pruitt Whole House Repipe] in Projul, show the line items and quantities in [Water distribution repipe] but hide the individual line prices.
Mark the [plumbing permit] line on [Whitfield Water Heater Replacement] in Projul as not taxable.
Apply our [Utah] sales tax to the [Canyon Ridge Bath Addition Rough-In] estimate in Projul.
Apply the [Repeat client 5%] discount to [Canyon Ridge Bath Addition Rough-In] in Projul.
Read the [Whitfield Water Heater Replacement] estimate in Projul and write an introduction for the homeowner covering the code items the inspector requires, the water-off window and the haul-away, that I can paste into the estimate.
Put our standard workmanship warranty and the note about walls being patched by others into the contract text on [Pruitt Whole House Repipe] in Projul.
Change orders
Add a change order to [Pruitt Whole House Repipe] in Projul called [Cast iron kitchen branch replacement]: [2 inch cast iron cut out and replaced with ABS, 18 lf at $7.40] plus [25]%, [couplings, hangers and transition bands, 1 lot at $115] plus [25]%, and [9] hours at [$72] plus [40]%.
Add a change order to [Whitfield Water Heater Replacement] in Projul called [Inspector-required code upgrade]: [pressure reducing valve, 1 ea at $210] plus [25]%, [full port ball valve and dielectric unions, 1 lot at $58] plus [25]%, and [3] hours at [$72] plus [40]%.
Add a change order to [Canyon Ridge Bath Addition Rough-In] in Projul called [Added hose bibb and laundry box]: [frost-free hose bibb, 1 ea at $62] plus [25]%, [washing machine box with hammer arrestors, 1 ea at $58] plus [25]%, and [4] hours at [$72] plus [40]%.
Add a change order to [Sunhaven Unit 12 Sewer Backup] in Projul called [Spot repair at the offset joint]: [excavation and backfill, 1 lot at $640] plus [20]%, [4 inch PVC, couplings and bedding rock, 1 lot at $185] plus [25]%, and [10] hours at [$72] plus [40]%.
Add a change order to [Pruitt Whole House Repipe] in Projul removing the [Access hole patching] section, his drywall contractor is patching the walls.
Scheduling and crews
Create a task on [Whitfield Water Heater Replacement] in Projul called [Remove old heater and set new 50 gallon] for [Thursday] from [7 am to 3 pm] with [Reggie Salas] and [Dev Marsh].
Create a task on [Pruitt Whole House Repipe] in Projul called [Repipe, open wall and run PEX] for [Monday through Wednesday, 7 am to 3:30 pm]. Put [Reggie Salas] and [Dev Marsh] on Monday and Tuesday, and [Reggie Salas] alone on Wednesday for the tie-in and pressure test.
Build the schedule in Projul for [Canyon Ridge Bath Addition Rough-In] starting [Monday September 15]: [DWV rough] Monday and Tuesday, [Water rough and top-out] Wednesday and Thursday, [Rough inspection] Friday, [Tub and pan set] the following Monday, [Trim-out and set fixtures] the Wednesday and Thursday after, [Final inspection] the Monday after that.
Once tasks are placed, Projul lays them out on the schedule by crew member and day.
Assign the [New construction crew] team to the [DWV rough] task on [Canyon Ridge Bath Addition Rough-In] in Projul.
Create a team in Projul called [Service truck 2] with [Luis Ocampo] and [Trey Bowen] on it.
Take [Dev Marsh] off [Camera and cable the main line] in Projul and put [Luis Ocampo] on instead.
Tile runs two days long on [Canyon Ridge Bath Addition Rough-In]. In Projul move [Trim-out and set fixtures] to [Friday and the following Monday] and push [Final inspection] to [Tuesday], same crew.
The [50 gallon heater] is backordered to [September 22]. Move [Remove old heater and set new 50 gallon] on [Whitfield Water Heater Replacement] in Projul to [September 24] and log on the job why.
It froze last night and both trucks are on burst lines. In Projul move everything scheduled today on [Pruitt Whole House Repipe] to [Thursday] and tell me what that conflicts with.
Add an unscheduled task to [Pruitt Whole House Repipe] in Projul called [Order PEX manifold and pick up the permit].
Set up a repeating task in Projul called [Monday dispatch meeting] every [Monday] at [6:45 am] for [the service truck team].
Inspections, checklists and deadlines
Add a deadline on [Whitfield Water Heater Replacement] in Projul: [Water heater inspection] on [Friday].
Add a deadline on [Canyon Ridge Bath Addition Rough-In] in Projul: [Rough inspection, no cover until it passes] on [September 19].
Add these steps to the [Remove old heater and set new 50 gallon] task on [Whitfield Water Heater Replacement] in Projul: [shut off gas and water and photograph the old unit, drain and haul out the old heater, set and strap the new heater, install the expansion tank and sediment trap, connect flex lines and the T and P discharge, purge and check for leaks, light and test the burner, photograph the finished install, call for inspection].
Add these steps to the [Repipe, open wall and run PEX] task on [Pruitt Whole House Repipe] in Projul: [protect floors and set dust barriers, open access at each wet wall, run home-run PEX to the manifold, tie in the manifold and main shutoff, pressure test at 100 psi for an hour, reconnect every fixture and check the stops, photograph the open walls before patching].
Which steps are still open on the [Repipe, open wall and run PEX] task in Projul?
Mark the [DWV rough] task on [Canyon Ridge Bath Addition Rough-In] in Projul complete and log that it passed inspection at 2 pm.
The rough inspection failed for a missing vent. In Projul add a task [Correct vent and call for re-inspection] on [Wednesday] with [Reggie Salas] and move [Final inspection] out a week.
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 [whitfield-heater-before.jpg] and [whitfield-heater-after.jpg] to [Whitfield Water Heater Replacement] in Projul and label them [Leaking 50 gallon heater and wet pan] and [New heater with expansion tank and straps].
Upload [sunhaven-camera-42ft.jpg] to [Sunhaven Unit 12 Sewer Backup] in Projul, label it [Offset joint with root intrusion at 42 feet], and attach it to a message explaining what the camera found.
Upload [reed-inspection-report.pdf] to [Reed Inspection Repairs] in Projul and add a note listing the plumbing items it calls out.
Attach [pruitt-manifold-layout.pdf] to the [14 port manifold] line on the [Pruitt Whole House Repipe] estimate in Projul.
Add project notes to [Canyon Ridge Bath Addition Rough-In] in Projul: [the water meter is at the front sidewalk, the builder wants the laundry box on the interior wall, and the lockbox code is 4417].
Get me a download link for [whitfield-heater-after.jpg] on [Whitfield Water Heater Replacement] 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] morning?
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 [Canyon Ridge Builders] this year in Projul, and how much of it sold?
What is the labor share of the [Pruitt Whole House Repipe] estimate in Projul, and which section has the lowest margin?
Check the [Canyon Ridge Bath Addition Rough-In] 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, purchase orders and daily logs are done in Projul. See Which Projul features are not available to my AI yet?.
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