Prompts for the work a fire, water and storm damage restoration company does in Projul. Copy one, change the parts in brackets, and paste it into your AI.
In this article
Emergency calls and new leads
Follow-ups and the pipeline
Building the estimate
Options and what the client sees
Change orders
Scheduling mitigation
Scheduling reconstruction
When drying runs long or work moves
Photos, files and messages
Reading your numbers
Templates worth building once
Emergency calls and new leads
Add a new lead in Projul for [Dana Whitcomb] called [Whitcomb Water Loss] at [318 Ashcroft Ln, Dublin, OH 43017]. [Second floor supply line let go overnight, water in the hallway, a bedroom and the ceiling below.] Likelihood of sale [80]%, set me as the estimator.
Add a new lead in Projul called [Reed Kitchen Fire] for a new client, [Marcus Reed], phone [(614) 555-0148], email [marcus@example.com], address [2204 Linden Ave, Columbus, OH 43211]. Project notes: [contained to the kitchen, department left at 4 am, smoke through the main floor, referred by adjuster Karen Doyle].
Add a lead in Projul for [Cedar Ridge Property Management] called [Cedar Ridge Unit 214 Water Loss] at [1400 Cedar Ridge Dr, Unit 214, Westerville, OH 43081]. [Water heater failure, unit 214 and the hallway, wet ceiling in 114 below, on-site contact Ana Reyes.]
Add to the project notes on [Whitcomb Water Loss] in Projul: [category 2, roughly 640 sq ft affected, shutoff is in the basement under the stairs, there is a dog, gate code 4417].
Create a task on [Whitcomb Water Loss] in Projul called [Emergency response and extraction] for [today, 5 to 9 am] with [Luis Ortega] and [Tara Nolan] on it.
Log on [Whitcomb Water Loss] in Projul that I called [Dana] at [7 am], reached her, and she authorized the emergency service. Deductible [$1,000], adjuster is [Karen Doyle at Beacon Mutual].
Log a site visit on [Cedar Ridge Unit 214 Water Loss] in Projul: [readings taken in both units, hallway carpet saturated 12 feet out, ceiling in 114 holding water, recommended a flood cut in the hallway].
Follow-ups and the pipeline
Schedule an estimate meeting on [Reed Kitchen Fire] in Projul for [Thursday at 10 am] at the property, with me on it, and add a follow-up reminder for [Friday] to call [Marcus] if I have not sent the estimate.
Move [Whitcomb Water Loss] in Projul to the Write stage. Mitigation is running and I have the measurements.
Move [Reed Kitchen Fire] in Projul to Revise. The adjuster wants contents cleaning broken out separately.
List every lead in Projul with no logged contact in the last [3] days, with the client, the stage, the address and the likelihood of sale.
Which leads in Projul are in the Send stage right now, and how long has each been there?
Show me every lead created in Projul since [Friday] with its address and project notes. I am routing crews for the freeze.
For each lead in Projul in the Contact stage with no contact logged in [2] days, add a follow-up reminder task for me for [tomorrow morning] naming the client, the address and the loss type.
Mark [Whitcomb Water Loss] as sold in Projul. The work authorization is signed.
We lost [Cedar Ridge Unit 214 Water Loss]. Mark it rejected in Projul and log that [the management company used their program vendor].
Mark the [Reed Kitchen Fire] project complete in Projul. Final walkthrough signed off today.
Building the estimate
Create an estimate in Projul for [Whitcomb Water Loss] from my [Category 2 Water Loss with Reconstruction] template and apply our [Ohio] tax.
Build an estimate in Projul for [Whitcomb Water Loss] laid out as [emergency response and extraction, demolition and disposal, containment and air quality, structural drying, insulation and drywall, paint and trim, flooring, final cleaning and fees]. [Give your quantities, costs and markups for each line.]
Create an estimate in Projul for [Cedar Ridge Unit 214 Water Loss]. Use my usual rates from the cost-item library and put in reasonable quantities for a [category 1 water heater failure affecting 380 sq ft of a one-bedroom apartment]. I will correct them.
Add a [Structural drying] section to [Whitcomb Water Loss] in Projul: [air mover, 48 unit days at $28] plus [20]%, [LGR dehumidifier, 12 unit days at $95] plus [20]%, [antimicrobial application, 640 sq ft at $0.38] plus [25]%, [monitoring visits, 4 at 1.5 hours, $65 per hour] plus [40]%.
Add a [Containment and air quality] section to [Whitcomb Water Loss] in Projul: [6 mil poly barrier, 320 sq ft at $1.10] plus [25]%, [zipper doors, 2 at $38] plus [25]%, [air scrubber, 8 unit days at $75] plus [20]%, [floor protection, 220 sq ft at $0.45] plus [20]%.
Add an [Emergency services] section to [Reed Kitchen Fire] in Projul: [board-up, 3 openings at $185] plus [20]%, [roof tarp, 400 sq ft at $1.30] plus [20]%, [emergency labor, 8 hours at $65] plus [40]%.
Add a [Soot removal and deodorization] section to [Reed Kitchen Fire] in Projul: [HEPA vacuum and wipe down, 1,100 sq ft at $1.15] plus [25]%, [seal with odor-blocking primer, 1,100 sq ft at $1.40] plus [25]%, [deodorization treatment, 2 days at $290] plus [20]%, [duct cleaning, $850] plus [20]%.
Add a [Contents] section to [Whitcomb Water Loss] in Projul: [pack-out labor, 10 hours at $55] plus [40]%, [contents cleaning, $980] plus [25]%, [storage, 2 months at $220] plus [20]%.
Add a [Final cleaning and fees] section to [Whitcomb Water Loss] in Projul with [post-construction clean, $285] plus [20]% and [building permit, $180, no markup, not taxable].
On the [Whitcomb Water Loss] estimate in Projul, raise the drying to [6] days: [72] air mover unit days and [18] dehumidifier unit days.
Apply our [Ohio] tax rate to the [Whitcomb Water Loss] estimate in Projul.
Apply the [Property manager 5%] discount to [Cedar Ridge Unit 214 Water Loss] in Projul.
Read the [Whitcomb Water Loss] estimate in Projul and write a two-paragraph introduction for the homeowner covering [the drying standard we work to, roughly how long each phase takes, and what happens if hidden damage is found], for me to paste into the estimate.
Options and what the client sees
On the [Whitcomb Water Loss] estimate in Projul, make [Flooring] a selection where the client must choose one: [carpet and pad, 480 sq ft at $3.85], [LVP with underlayment, 480 sq ft at $5.60] or [engineered hardwood, 480 sq ft at $9.20]. Start with LVP selected.
Add an [Optional services] section to [Reed Kitchen Fire] in Projul where the client can choose any number: [duct cleaning at $850], [contents cleaning and storage at $1,420], [ozone treatment of the garage at $340], [carpet cleaning in the unaffected bedrooms at $265]. None selected to start.
On [Whitcomb Water Loss] in Projul, add a [Contents pack-out and storage] section the client can take or leave: [pack-out, cleaning and two months of storage, $2,540]. Leave it unselected.
On [Whitcomb Water Loss] in Projul, itemize [Structural drying], [Containment and air quality] and [Flooring] for the client, and show only the section totals for [Emergency response and extraction] and [Demolition and disposal].
Change orders
Add a change order to [Whitcomb Water Loss] in Projul called [Hidden damage, adjoining bedroom]: [2 ft flood cut, 44 linear feet at $2.40] plus [20]%, [carpet and pad removal, 180 sq ft at $0.55] plus [20]%, [antimicrobial, 180 sq ft at $0.38] plus [25]%, [drywall hang, finish and texture, 220 sq ft at $3.80] plus [25]%, [paint, 220 sq ft at $1.35] plus [25]%. Apply our [Ohio] tax.
Add a change order to [Whitcomb Water Loss] in Projul for [4 extra drying days]: [air mover, 48 unit days at $28] plus [20]%, [LGR dehumidifier, 12 unit days at $95] plus [20]%, and [4 monitoring visits at 1.5 hours, $65 per hour] plus [40]%.
Add a change order on [Reed Kitchen Fire] in Projul called [Asbestos abatement]: [third party testing, $475] no markup, [abatement subcontractor, $6,200] plus [15]%, [clearance testing, $525] no markup.
Add a change order to [Reed Kitchen Fire] in Projul for the contents work added after the pack-out: [contents cleaning, 1 lot at $1,860] plus [25]% and [storage, 3 months at $220] plus [20]%.
Add a change order to [Whitcomb Water Loss] in Projul for the flooring upgrade the homeowner asked for: [engineered hardwood, 480 sq ft at $9.20] plus [25]% in place of the LVP already in the estimate.
Add a change order to [Whitcomb Water Loss] in Projul removing [the contents pack-out and storage] from the approved scope. The carrier is handling contents separately.
Scheduling mitigation
Build the mitigation schedule for [Whitcomb Water Loss] in Projul starting [today]: emergency response and extraction [today, 5 to 9 am] with [Luis Ortega] and [Tara Nolan], demolition and flood cuts [tomorrow, 8 am to 4 pm] with the [mitigation crew], containment and equipment set [tomorrow afternoon] with [Luis Ortega], daily monitoring [every morning 7 to 8 am for 4 days] with [Tara Nolan], equipment pull [the following Monday, 8 to 11 am] with the [mitigation crew].
Once the tasks are placed, the week's schedule shows each crew member's day.
Create a task on [Reed Kitchen Fire] in Projul called [Board-up and roof tarp] for [tonight, 9 pm to midnight] with [Luis Ortega] and [Devin Ross] on it.
Create a repeating task on [Whitcomb Water Loss] in Projul called [Daily monitoring visit], every day for [5] days starting [tomorrow], [7 to 8 am], with [Tara Nolan] on it.
Create a task on [Whitcomb Water Loss] in Projul called [Emergency response and extraction] for [today, 5 to 9 am] with [Luis Ortega] and [Tara Nolan], and these steps: [confirm the water is shut off, photograph every affected room before touching anything, map moisture and record readings, extract carpet and pad, set containment at the stairs, place air movers and dehumidifiers, record the equipment count, have the homeowner sign the work authorization].
Add steps to [Equipment pull] on [Whitcomb Water Loss] in Projul: [take final readings in every affected room, photograph the dry standard, count and load equipment, remove containment and floor protection, sweep and vacuum, walk the space with the homeowner].
Schedule [Contents pack-out] on [Reed Kitchen Fire] in Projul over [two days], [Thursday] with the [contents crew] and [Friday] with [Tara Nolan] and [Devin Ross].
Mark [Demolition and flood cuts] on [Whitcomb Water Loss] in Projul complete.
Scheduling reconstruction
Build the reconstruction schedule for [Whitcomb Water Loss] in Projul starting [Monday March 16]: insulation and drywall hang [2 days] with the [reconstruction crew], tape, finish and texture [3 days] with [Devin Ross], prime and paint [2 days] with [Devin Ross], trim and baseboard [1 day] with the [reconstruction crew], flooring [2 days] with [Ridgeline Flooring], final clean [1 day] with the [contents crew], final walkthrough [half a day] with me. Skip weekends. Work days [8 am to 4:30 pm].
Add a task to [Whitcomb Water Loss] in Projul called [Cabinet replacement]. No date yet, waiting on the carrier's approval.
Add a deadline on [Reed Kitchen Fire] in Projul: [Clearance testing results due] on [April 12].
Assign the [reconstruction crew] team to the [Insulation and drywall hang] task on [Whitcomb Water Loss] in Projul.
Add steps to [Final walkthrough] on [Reed Kitchen Fire] in Projul: [check paint and trim in daylight, run the range hood and check for odor, confirm the duct cleaning certificate is on file, photograph every room, have the homeowner sign off].
When drying runs long or work moves
The subfloor is still reading wet on [Whitcomb Water Loss]. In Projul, add [2] more days of monitoring, move [Equipment pull] to [Friday], and push every reconstruction task back [3] working days. Keep the same crews.
[Rampart Abatement] cannot start until [Monday]. Move [Abatement] on [Reed Kitchen Fire] in Projul to [Monday] and shift [Insulation and drywall hang] to start [Wednesday].
Storm work came in overnight. Show me every reconstruction task in Projul scheduled [today and tomorrow], and move the ones that can wait out [one week].
The [flooring] delivery slipped to [April 22]. Move [Flooring] on [Whitcomb Water Loss] in Projul to start [April 23] and tell me what else has to move.
[Devin Ross] is out [Thursday and Friday]. Show me everything he is on in Projul those days and move what cannot wait to [Luis Ortega].
Take [Luis Ortega] off [Equipment pull] on [Whitcomb Water Loss] in Projul and put [Devin Ross] on instead.
Photos, files and messages
Upload the photos in [this folder] to [Whitcomb Water Loss] in Projul and label them [Day 1, before mitigation, March 3].
Attach the [signed work authorization] already on [Whitcomb Water Loss] in Projul to the [Emergency response and extraction] task.
Attach the [clearance testing letter] already in Projul on [Reed Kitchen Fire] to the [Final walkthrough] task.
Log on [Whitcomb Water Loss] in Projul that [Dana] called about the hardwood in the hallway, and I told her [we will attempt to dry it in place and pull it only if the readings do not move].
Add a note to the [Daily monitoring visit] task on [Whitcomb Water Loss] in Projul: [readings on the north wall came down 4 points today, the subfloor under the vanity has not moved].
Add a note to the estimate on [Reed Kitchen Fire] in Projul: [the adjuster asked for the sealing line to be itemized by room].
Draft a message I can send [Dana] from Projul about [the two extra drying days and what that does to the reconstruction start date].
Reading your numbers
Tell me about the [Whitcomb Water Loss] estimate in Projul: sections, totals, tax and status.
What is the gross margin on [Whitcomb Water Loss] in Projul, and which section has the lowest margin?
List every 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?
Which jobs in Projul still have equipment on site, and when is the next monitoring visit on each?
Which sold jobs in Projul have no reconstruction tasks on the schedule yet?
Which tasks on [Whitcomb Water Loss] in Projul are past their date and not marked complete?
Check the [Whitcomb Water Loss] 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 [Whitcomb Water Loss] estimate in Projul as a template called [Category 2 Water Loss with Reconstruction].
Create a section template in Projul called [Containment and air quality] with [6 mil poly barrier, 320 sq ft at $1.10] plus [25]%, [zipper doors, 2 at $38] plus [25]% and [air scrubber, 8 unit days at $75] plus [20]%.
Create a section template in Projul called [Emergency board-up and tarp] with [board-up, 3 openings at $185] plus [20]%, [roof tarp, 400 sq ft at $1.30] plus [20]% and [emergency labor, 8 hours at $65] plus [40]%.
Add [Air mover, per unit day] to my cost-item library in Projul: [$28] per unit day, [20]% markup, other.
Add [LGR dehumidifier, per unit day] to my cost-item library in Projul: [$95] per unit day, [20]% markup, other.
Add [Mitigation technician] to my cost-item library in Projul: [$65] 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, including invoices, payments, time tracking, purchase orders and daily logs, see Which Projul features are not available to my AI yet?.
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