These are copy-paste prompts for the work a window and door replacement company does every week in Projul AI Connect. Copy one, change the bracketed parts, and paste it into your AI; anything that creates or changes a record needs a Read-Write key, anything that only asks a question works with either key.
Leads and the measure
Add a new lead in Projul for [Rosa Delgado] called [Delgado Whole House Windows] at [418 W Tabernacle St, St. George, UT 84770]. She wants a price on [14 openings of vinyl double-hung and a 6 ft patio slider]. Likelihood of sale [70]%, estimator [Marco Reyes].
Add a lead in Projul called [Whitcomb Window Replacement] for a new client, [Alan Whitcomb], phone [(435) 555-0142], email [alan@example.com], address [1220 E Riverside Dr, St. George, UT 84790]. [9 openings, vinyl double-hung, house is from 1974.]
Add a lead in Projul called [Fairlane Apartments, unit 12] for [Nora Pike] at [Fairlane Property Management], phone [(435) 555-0188]. Note: [two fogged insulated glass units and a double-hung that will not stay up, tenant is home after 3 pm]. Sizes to follow.
Book the measure on [Delgado Whole House Windows] in Projul as an estimate meeting for [Thursday 9 am to 11 am] with [Marco Reyes].
In Projul, book estimate meetings for [Thursday]: [Delgado Whole House Windows] at [8 am], [Whitcomb Window Replacement] at [10 am] and [Barlow Entry Door] at [11:30 am], an hour each, all with [Marco Reyes].
Log a call on [Delgado Whole House Windows] in Projul: outbound phone today, reached her, [confirmed white vinyl inside and out, grids on the front elevation only, kitchen last because of the dog].
Log a site visit on [Barlow Entry Door] in Projul: in person today, [threshold rotted at the hinge side, brick surround so the opening is fixed, wants fiberglass painted].
Move [Delgado Whole House Windows] in Projul to the Send stage, and set a follow-up reminder for [next Tuesday] on [Marco Reyes] to call about the quote.
Mark [Delgado Whole House Windows] in Projul as sold and note that [the deposit was received and the technical measure is booked].
Mark [Whitcomb Window Replacement] in Projul as lost. Note: [went with a big-box install, said price only].
Estimates
Build an estimate in Projul for [Delgado Whole House Windows]: [14] openings of [white vinyl double-hung, Low-E with argon] as a pocket install, plus one [6 ft vinyl patio slider]. Sections: tear-out and disposal, window units, patio door, install labor and materials, capping and trim. [Give the counts, costs and markups for each line.] Apply our [Utah] tax.
Create an estimate in Projul for [Whitcomb Window Replacement]: [9] openings of [white vinyl double-hung], pocket install. Use my usual rates from the cost-item library, lay it out as [tear-out and disposal, window units, install labor, capping and interior trim], and work the capping and casing footage out from [an average opening of 32 by 56 inches]. I will correct anything that is off.
Estimate in Projul for [Barlow Entry Door]: one [prehung fiberglass entry door, 36 in with two 12 in sidelites] at [$2,340] with [30]% markup, a [threshold and sill pan kit] at [$95] with [25]% markup, [8] hours of install labor at [$58] with [40]% markup, and [22] lin ft of [interior casing] at [$2.90] with [25]% markup.
Estimate in Projul for [Fairlane Apartments, unit 12]: [2] [insulated glass units, 28 by 40] at [$186] each with [30]% markup, [1] pair of [double-hung balances] at [$34] with [30]% markup, and [3] hours of service labor at [$62] with [40]% markup.
Estimate in Projul for [Kessler Patio Door]: one [8 ft aluminum-clad French door with screens] at [$4,180] with [30]% markup, [12] hours of install labor at [$58] with [40]% markup, [1] [sill pan and flashing kit] at [$120] with [25]% markup, and [28] lin ft of [interior casing] at [$2.90] with [25]% markup.
On the [Delgado Whole House Windows] estimate in Projul, the technical measure came back with [16] openings, not [14]. Add [2] more [double-hung] at [$412] with [30]% markup, add [3] hours to install labor, and raise the capping to [214] lin ft.
Add a [Permits and fees] section to [Delgado Whole House Windows] in Projul with one line, [City window replacement permit, $165, no markup, not taxable].
Apply our [Utah] tax rate to the [Whitcomb Window Replacement] estimate in Projul.
Apply the [Repeat client 5%] discount to [Delgado Whole House Windows] in Projul.
On [Delgado Whole House Windows] in Projul, show the section totals to the homeowner but hide the individual line prices in [Window units] and [Install labor and materials].
Put the supplier and the part number on every unit line in the [Window units] section of [Delgado Whole House Windows] in Projul. Vendor [Northline Supply], and I will give you the part numbers.
Read the [Delgado Whole House Windows] estimate in Projul and write an introduction for the homeowner covering [factory lead time, what happens if an opening is found rotted, glass breakage, screens and locks, and what paint touch-up is and is not included].
Options the homeowner picks
On the [Delgado Whole House Windows] estimate in Projul, make [Frame material] a selection where the homeowner must choose one: [white vinyl included at $0], [fiberglass at $3,120], [wood-clad at $5,480]. Start with vinyl selected.
Add an optional [Upgrades] section to [Delgado Whole House Windows] in Projul where the homeowner can pick any of: [colonial grids, 14 openings at $46 each with 30% markup], [obscure glass in the two bath openings at $118 each with 30% markup], [exterior color match on the capping at $340 with 30% markup], [full-view storm door at the entry at $410 with 30% markup]. None selected to start.
On [Barlow Entry Door] in Projul, make [Glass in the door] a required choice between [clear low-E included], [rain glass at $210] and [decorative leaded at $640], with clear selected.
On [Whitcomb Window Replacement] in Projul, add an optional [Full-frame upgrade] section where the homeowner can add [full-frame replacement in place of pocket install on the back elevation, three openings at $186 each with 30% markup]. None selected to start.
Change orders
Add a change order to [Delgado Whole House Windows] in Projul called [Rotted sill and framing, kitchen opening]: [1] [sill and framing rebuild] at [$210] in material with [25]% markup and [4] hours of carpentry at [$62] with [40]% markup. Apply our [Utah] tax.
Add a change order to [Delgado Whole House Windows] in Projul called [Tempered glass at the tub]: [1] [tempered obscure double-hung] at [$298] with [30]% markup, less the [$412] standard unit it replaces, and [$85] in restocking.
Add a change order to [Whitcomb Window Replacement] in Projul called [Two added openings]: [2] [double-hung] at [$412] each with [30]% markup, [3] hours of install labor at [$58] with [40]% markup, [26] lin ft of capping at [$4.80] with [30]% markup, and [1.5] hours of tear-out at [$52] with [40]% markup.
Add a change order to [Whitcomb Window Replacement] in Projul called [Full-frame conversion, three openings]: [3] [exterior trim and flashing kits] at [$48] each with [25]% markup and [6] hours of extra labor at [$58] with [40]% markup.
Add a change order to [Delgado Whole House Windows] in Projul called [Aluminum capping added]: [186] lin ft at [$4.80] with [30]% markup and [8] hours of labor at [$58] with [40]% markup, because the old brickmould will not take paint.
Add a change order to [Delgado Whole House Windows] in Projul removing the [garage opening] because the homeowner is leaving it. Take off [1] [double-hung] at [$412], [1.5] hours of labor at [$58] and [14] lin ft of capping at [$4.80], at our estimate prices.
Add a change order to [Kessler Patio Door] in Projul crediting the client [$180] because the interior casing was already on site.
Ordering, delivery and install days
Schedule the [Delgado Whole House Windows] job in Projul. [Monday 8 am to 11 am]: technical measure, [Marco Reyes]. [Tuesday]: place the factory order, on [Marco Reyes]. [October 6]: expected delivery, a deadline. [October 7, 7 am to 9 am]: receive and inspect, [Tomas Vega]. [October 7, 9 am to 4 pm] and [October 8, 7 am to 4 pm]: install, [Tomas Vega] and [Ruth Bell]. [October 9, 7 am to 3 pm]: capping and trim, [Wes Duran]. [October 10, 8 am]: final walkthrough, [Marco Reyes].
Create a task on [Delgado Whole House Windows] in Projul called [Install] with two days: [Wednesday 7 am to 4 pm] with [Tomas Vega] and [Ruth Bell], and [Thursday 7 am to 2 pm] with [Tomas Vega] and [Wes Duran].
Add a deadline on [Delgado Whole House Windows] in Projul: [Units due from the factory] on [October 6].
Assign the [Insert crew] team to the [Install] task on [Delgado Whole House Windows] in Projul.
Create a task on [Whitcomb Window Replacement] in Projul called [Full-frame openings, back elevation] for [Tuesday 7 am to 4 pm] with the [Full-frame crew] team.
The factory pushed [Delgado Whole House Windows] out by [two] weeks. In Projul, move the delivery deadline to [October 20] and push the install, capping and walkthrough by the same [14] days, keeping the same crews on each day.
It is raining and we are not opening walls. In Projul, move the [Install] task on [Whitcomb Window Replacement] from [Wednesday] to [next Monday 7 am to 4 pm], same crew, and move [Capping and trim] to [next Tuesday].
Create a repeating task in Projul called [Check the factory order status] every [Monday at 8 am] for [Marco Reyes].
Create a repeating task in Projul called [Warehouse count of staged units and glass] every [Friday at 3 pm] for [Tomas Vega].
Create a team in Projul called [Door crew] with [Tomas Vega] and [Wes Duran] on it.
On the job
On the [Receive and inspect units] task on [Delgado Whole House Windows] in Projul, add steps: [count the units against the order, check every width and height against the measure sheet, confirm the glass package and grid pattern, confirm interior and exterior colors, check every pane for scratches and every sash for cracks, photograph any damage before the driver leaves].
On the [Install] task on [Delgado Whole House Windows] in Projul, add steps: [lay drop cloths and move furniture, pull the old sashes and frames, check the sill for rot before setting, set the sill pan and flashing tape, shim and plumb, foam with low-expansion foam only, install screens and check every lock, clean the glass and vacuum the sill, photograph each finished opening].
On the [Final walkthrough] task on [Delgado Whole House Windows] in Projul, add steps: [open and close every sash with the homeowner, demonstrate the tilt-in and the locks, check the caulk lines outside, hand over warranty paperwork and registration, write down every punch item].
Mark [Install] on [Delgado Whole House Windows] in Projul complete for [Wednesday], and log a note: [nine openings set, kitchen sill was rotted and is written up as a change order, picture window is on re-order].
The [kitchen picture window] on [Delgado Whole House Windows] arrived with a cracked sash. In Projul, add a task called [Re-order and set the kitchen picture window], no date yet, and log a note about the damage.
Upload [these four photos] to [Delgado Whole House Windows] in Projul, label them [rotted sill, kitchen opening], and attach them to the [Install] task.
Attach [this measure sheet PDF] to [Delgado Whole House Windows] in Projul and note that [it is the technical measure the order was placed from].
Add a note to [Delgado Whole House Windows] in Projul: [homeowner asked us to leave the old storm windows stacked in the garage].
List every file on [Delgado Whole House Windows] in Projul and give me a download link for the [warranty paperwork].
Questions to ask your AI
What is on the schedule in Projul this week, by day and by person, for every window and door job? Flag any day where the same person is on two jobs.
Which jobs in Projul have an install day next week, and does each one have a delivery date on the calendar before it?
List every job in Projul that is waiting on a re-ordered unit, with the opening and how long it has been waiting.
List every lead in Projul in the Send stage with the client, the quote total and how long it has been sitting.
List every estimate in Projul that is still a Draft, with the job and the projected total.
Tell me about the [Delgado Whole House Windows] estimate in Projul: sections, totals, tax, change orders and status.
What is the gross margin on [Delgado Whole House Windows] in Projul, and which section has the lowest margin?
Check the [Delgado Whole House Windows] estimate in Projul for anything odd: lines with no cost, sections with no lines, missing tax, or a margin under [20]%.
Compare the opening count on [Delgado Whole House Windows] in Projul against the install hours and the capping footage and tell me what does not add up.
What is past due in Projul across every window and door job, and who is it on?
Templates and your price list
What estimate templates do I have in Projul?
Save the [Delgado Whole House Windows] estimate in Projul as a template called [Whole House Vinyl Double-Hung with Patio Door].
Create an estimate for [Whitcomb Window Replacement] in Projul from my [Vinyl Double-Hung Pocket Replacement] template, then set it to [9] openings and [124] lin ft of capping.
Create a section template in Projul called [Tear-out and disposal, pocket install] with [0.75 hours per opening at $52 with 40% markup] and [disposal at $285 with 15% markup].
Create a section template in Projul called [Prehung entry door package] with [a threshold and sill pan kit at $95 with 25% markup] and [8 hours of install labor at $58 with 40% markup].
Add [Vinyl double-hung, standard] to my cost-item library in Projul: [$412] each, [30]% markup, material, vendor [Northline Supply].
Add [Aluminum capping] to my cost-item library in Projul: [$4.80] per lin ft, [30]% markup, material.
Add [Window install labor, per opening] to my cost-item library in Projul: [$58] per hour, [40]% markup, labor.
Publishing and sending an estimate are done in Projul. See Can my AI publish or send an estimate?. For the general prompt sets, see Copy-paste prompts: estimates and Copy-paste prompts: scheduling and crews.
Questions? Let's Chat.
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