Smarter Week

How to automate it

How to automate “write quotes and options for the customer on site”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today and, for AI fixes, a prompt to copy.

20 min
typically, every day
50%
of the time can be automated
Some setup
to set up

Fix 1 of 2

Software featureBest fix

Quote from a good-better-best price book on your tablet

Set options with photos and fixed prices let the customer choose on the spot, instead of you working out a price by hand or sending it later from the office.

Typically saves about 45% of the time4 h to set up
  1. 1Work with the office to set up 10 to 20 of your most common jobs as good, better and best options in the price book.
  2. 2Add a photo and a one-line plain description to each.
  3. 3On site, pick the options, show the customer the screen and let them choose.
  4. 4Take the signature and deposit on the spot.

Tools: ServiceTitan Pricebook, Housecall Pro price book, Jobber quote options or FieldEdge flat-rate

Fix 2 of 2

AI

Have AI write the quote or proposal wording from your notes

You give the scope, prices and exclusions; AI writes clear wording the customer understands. You check the numbers, it handles the words.

Typically saves about 40% of the time5 min to set up
  1. 1Jot down the scope, the price for each part and what is not included.
  2. 2Paste it with the prompt below into an approved AI assistant.
  3. 3Check every number and exclusion against your notes.
  4. 4Paste the text into your quoting tool or proposal template.
Prompt to copy
Write a clear quote description for a [TYPE OF CUSTOMER, e.g. homeowner / general contractor]. Job: [WHAT WE WILL DO]. Prices: [LINE ITEMS AND PRICES]. Not included: [EXCLUSIONS]. Assumptions: [ASSUMPTIONS]. Use plain words, short bullet points, and keep my prices exactly as given. Do not add any work, warranty or promise I did not list.

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Field service technician

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Other common tasks for Field service technicians