Prompts for the work a roofing company does every week, from the leak call to the final magnet sweep. Copy one, change the parts in brackets, and say it your own way to your AI. Reading works with either kind of key, but anything that creates or changes a record needs a Read-Write key.
Contents
Leads, calls and inspections
Add a new lead in Projul called [Whitfield Roof Replacement] for [Ellen Whitfield] at [418 W Tabernacle St, St. George, UT 84770]. Twenty-year three-tab, 22 years old, granule loss on the south slope, stain on the bedroom ceiling. Likelihood [60]%, estimator [Dale Brenner].
Add a lead in Projul called [Navarro Leak Repair] for a new client, [Ruben Navarro], phone [(435) 555-0142], email [ruben@example.com], property at [1220 E Riverside Dr, St. George, UT 84790]. Active leak at the chimney, single story, [6/12] pitch.
Add a lead in Projul called [Redwood Plaza Flat Roof] for [Redwood Property Management], contact [Ray Mercer], phone [(435) 555-0188]. [24 squares of ballasted EPDM over the back offices, ponding at both drains, wants a tear-off to TPO priced and a patch-and-hold priced separately.]
Add these as leads in Projul, naming each one [last name] Hail Claim, estimator [Dale Brenner], likelihood [40]%, all noted as [June 14] hail: [Tara Olsen, (435) 555-0170, 2410 Aspen Way], [Marcus Reed, (435) 555-0171, 2418 Aspen Way], [Priya Anand, (435) 555-0172, 2427 Aspen Way], [Doug Kerr, (435) 555-0173, 2431 Aspen Way].
Log a call on [Whitfield Roof Replacement] in Projul: inbound phone call today, roof is [22] years old, she has one other bid at [$14,800], wants architectural in a weathered wood color.
Log on [Navarro Leak Repair] in Projul that I called [Ruben] this afternoon and left a voicemail.
Schedule an estimate meeting on [Whitfield Roof Replacement] in Projul for [Thursday at 9 am] for [an hour] with [Dale Brenner], with a checklist: [count squares by slope, check pitch, count layers at a rake edge, photograph every penetration, check the decking from the attic, measure ridge, valley, eave and rake, count pipe boots and vents].
In Projul, schedule hail inspections for [Olsen], [Reed], [Anand] and [Kerr] on [Thursday], one hour apart starting at [8 am], with [Dale Brenner].
Add a task in Projul on [Anand Hail Claim] called [Adjuster meeting on site] for [Wednesday at 10 am] with [Dale Brenner].
Add notes to [Whitfield Roof Replacement] in Projul from today's inspection: [32 squares, 7/12 pitch, one layer, 7/16 OSB decking with a soft spot over the garage, two dormers needing step flashing, chimney needs counter flashing and a cricket, four cracked pipe boots, driveway will hold the dumpster].
Move the [Whitfield Roof Replacement] lead in Projul to the Write stage and set the likelihood of sale to [75]%.
Add a follow-up reminder in Projul on [Whitfield Roof Replacement] for [next Monday at 8 am] assigned to [Dale Brenner]: [call Ellen about the proposal and the shingle color].
Mark [Whitfield Roof Replacement] as sold in Projul and log that Ellen signed this morning and wants the tear-off after [the 15th].
We lost [Navarro Leak Repair] in Projul, he took a cheaper repair elsewhere. Mark it rejected and log why.
Estimates
Create an estimate in Projul for [Whitfield Roof Replacement] from my [Architectural Shingle Replacement] template, then set the roof to [32] squares, the ridge cap to [96] lin ft and the drip edge to [180] lin ft. Apply our [Utah] tax.
Build an estimate in Projul for [Whitfield Roof Replacement] with sections for [tear-off and disposal, decking, underlayment and dry-in, shingles, flashing and metal, ventilation, cleanup and final walk]. Tear-off is [one layer off 32 squares at $48 a square] plus [35]% and [one 20-yard dumpster at $525] plus [15]%. Shingles are [34 squares at $112] plus [25]% with install labor at [$95 a square] plus [40]%.
Build an estimate in Projul for [Redwood Plaza Flat Roof]: sections for [tear-off and disposal, insulation, membrane, details and terminations, cleanup]. [24 squares of TPO], [tapered ISO to the two drains], [flashing at 3 curbs and 2 drains], [180 lin ft of edge metal]. [Give your costs and markups for each line.] Apply our [Utah] tax.
Create an estimate in Projul for [Navarro Leak Repair]. Reset the chimney counter flashing, replace [ice and water shield and shingles for a 10 by 10 area], and replace [two] cracked pipe boots. Use my usual rates from the cost-item library, put in reasonable quantities and I will correct them.
Add a [Gutters and downspouts] section to [Whitfield Roof Replacement] in Projul: [180 lin ft of 5-inch K-style at $9.50] plus [25]%, [4 downspouts at $68] plus [25]%, and [8] hours of labor at [$52] plus [40]%.
On the [Whitfield Roof Replacement] estimate in Projul, make [Shingle selection] a section where the client must choose one: [architectural $8,235], [designer profile $11,480] or [Class 4 impact-resistant $10,320], with architectural selected.
Add an optional [Upgrades] section to [Whitfield Roof Replacement] in Projul the client can pick from: [ridge vent in place of box vents, 44 lin ft at $7.40 plus 25%], [skylight replacement, 2 at $685 plus 25%], [gutter guard, 180 lin ft at $6.20 plus 25%]. None selected to start.
Raise the markup on every metal and flashing line in [Whitfield Roof Replacement] in Projul to [30]% and leave the shingles at [25]%.
Apply our [Utah] tax rate and the [Repeat client 5%] discount to [Whitfield Roof Replacement] in Projul.
Read the [Whitfield Roof Replacement] estimate in Projul and write a two-paragraph introduction for the homeowner covering [the tear-off and dry-in the same day, the decking allowance, the ventilation and the workmanship warranty] that I can paste into the estimate.
Check the [Whitfield Roof Replacement] estimate in Projul for anything odd: lines with no cost, sections with no lines, missing tax, or a margin under [20]%.
Save the [Whitfield Roof Replacement] estimate in Projul as a template called [Architectural Shingle Replacement].
Create a section template in Projul called [Tear-off, one layer] with [tear-off labor per square at $48 plus 35%], [a 20-yard dumpster at $525 plus 15%] and [disposal and haul-off at $180 plus 15%].
Add [Ridge cap, per lin ft] to my cost-item library in Projul: [$3.85] per lin ft, [25]% markup, material.
Change orders
Add a change order to [Whitfield Roof Replacement] in Projul called [Additional decking and rotten fascia]: [14 sheets of 7/16 OSB at $28] plus [20]%, [6] hours of decking labor at [$52] plus [40]%, [32 lin ft of fascia at $4.60] plus [25]%, [4] hours of carpentry at [$56] plus [40]%. Apply our [Utah] tax.
Add a change order to [Whitfield Roof Replacement] in Projul called [Second layer discovered at tear-off]: [an additional layer off 32 squares at $38 a square] plus [35]% and [one extra 20-yard dumpster at $525] plus [15]%.
Add a change order to [Whitfield Roof Replacement] in Projul called [Chimney cricket and counter flashing]: [one cricket at $420] plus [25]%, [18 lin ft of counter flashing at $6.40] plus [25]%, [6] hours of labor at [$56] plus [40]%.
Add a change order to [Whitfield Roof Replacement] in Projul upgrading the shingles from [architectural] to [Class 4 impact-resistant] on [34] squares, and remove the architectural shingle line from the approved scope.
Add a change order to [Whitfield Roof Replacement] in Projul removing [the gutters and downspouts, 180 lin ft] from our scope, the homeowner is using their own gutter company.
Add a change order to [Redwood Plaza Flat Roof] in Projul crediting the client [$525] because we did not need the second dumpster.
Scheduling the roof
Build the schedule for [Whitfield Roof Replacement] in Projul starting [Monday May 4]: material drop [the Friday before], tear-off with decking repairs and dry-in [1 day], shingles [2 days], flashing and metal details [1 day], ridge vent and ridge cap [half a day], cleanup and final walk [half a day]. Skip weekends, work days [6:30 to 3], [Tear-off crew] on the tear-off and [Shingle crew] on the shingles.
Create a task on [Whitfield Roof Replacement] in Projul called [Shingles] for [Tuesday through Thursday, 6:30 to 3] with the [Shingle crew] on Tuesday and Wednesday and [Tomas Reyes] and [Ana Vasquez] on Thursday only.
Assign the [Tear-off crew] team to the [Tear-off and dry-in] task on [Whitfield Roof Replacement] in Projul.
Create a team in Projul called [Flat roof crew] with [Tomas Reyes], [Rick Ellery] and [Ana Vasquez] on it.
Add a deadline on [Whitfield Roof Replacement] in Projul: [shingles, underlayment and ice and water on site and the dumpster placed] by [May 1], assigned to [Tomas Reyes].
Add a task on [Whitfield Roof Replacement] in Projul for [Wednesday afternoon]: [call for the dumpster swap], assigned to [Tomas Reyes].
Rain is forecast [Tuesday and Wednesday]. Move [Tear-off and dry-in] and everything after it on [Whitfield Roof Replacement] in Projul out by [two working days], same crews.
The wind is too high for the [7/12] on [Thursday]. Move [Shingles] on [Whitfield Roof Replacement] in Projul to [Friday and Monday] and leave the cleanup where it is.
The shingle delivery slipped to [Wednesday]. Push [Shingles] and everything after it on [Whitfield Roof Replacement] in Projul back by [one day], skipping the weekend.
Create a task on [Whitfield Roof Replacement] in Projul called [Tear-off and dry-in] for [Monday, 6:30 to 3] with the [Tear-off crew], steps: [tarp the landscaping and cover the walkway, confirm dumpster placement, strip the south slope first, photograph the decking before anything goes back down, replace bad sheets and note the count, dry in the whole roof before leaving, magnet sweep the driveway and yard].
Mark the [Flashing and metal details] task on [Whitfield Roof Replacement] in Projul complete.
Read the tasks on [Whitfield Roof Replacement] in Projul and create the same ones on [Olsen Hail Claim] starting [June 8], same durations and crews.
Service calls and maintenance
Create a task in Projul on [Navarro Leak Repair] called [Emergency tarp] for [today at 2 pm] for [2 hours] with [Rick Ellery], and note that [the leak is at the chimney and the homeowner will be there].
Set up a repeating task in Projul on [Redwood Plaza Roof Maintenance] called [Roof and drain inspection] every [six months] from [April 6] at [8 am] for [3 hours] with [Rick Ellery].
Create a repeating task in Projul on [Redwood Plaza Roof Maintenance] called [Clear the drains and the scuppers] on the [first Monday of each month] at [7 am] with [Rick Ellery].
Skip the [Clear the drains and the scuppers] task in Projul on [January 5], the building is closed.
Schedule fall gutter and debris clears in Projul for [October 20 through October 24], one two-hour slot per property, for [Whitfield, Olsen and Reed], with [Rick Ellery].
Create a task in Projul on [Whitfield Roof Replacement] called [Two-year workmanship check] for [May 4 two years from now] with [Rick Ellery].
Photos, files and job records
Upload every photo in [~/Photos/whitfield-decking] to [Whitfield Roof Replacement] in Projul and label them [Decking before dry-in].
Upload [~/Documents/whitfield-roof-report.pdf] to [Whitfield Roof Replacement] in Projul and attach it to the estimate.
List the photos and documents on [Anand Hail Claim] in Projul and give me a download link for the hail test-square photos.
Log on the [Tear-off and dry-in] task on [Whitfield Roof Replacement] in Projul: [second layer of three-tab on the back slope, 24 sheets of decking soft over the garage, fascia rotten along 32 feet of the north eave].
Log an in-person site visit on [Redwood Plaza Flat Roof] in Projul today and note that [Ray wants the patch done before the next storm and the lot kept clear on weekdays].
Add a note to the [Whitfield Roof Replacement] estimate in Projul saying [the shingle price from the supplier is good for 30 days].
Reading your book of work
What is on the schedule in Projul for [next week], by person, and which sold roofs have nothing scheduled yet?
List every lead in Projul in the Send stage where nothing has been logged in the last [10] days, with the client's phone number and the estimate total.
List every hail lead in Projul from the [June 14] storm and where each one sits in the pipeline.
Which estimates in Projul are still a Draft, and what is the projected total of each?
What is the gross margin on [Whitfield Roof Replacement] in Projul, and which section has the lowest margin?
Total up the squares across every roof estimate in Projul I wrote in [May].
How much of the [Whitfield Roof Replacement] estimate in Projul has been invoiced, and what is left?
Which of my commercial roof maintenance projects in Projul have no inspection scheduled this fall?
Read the [Whitfield Roof Replacement] project in Projul and give me a short summary for the morning crew meeting: scope, where it sits in the schedule, and anything logged in the last week.
Publishing and sending an estimate or a change order, invoicing, payments, purchase orders and the time clock are done in Projul. See Can my AI publish or send an estimate? and Which Projul features are not available to my AI yet?.
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