From Lesson 4.1 of the Online Course
AI quote template from your job notes
A quote email does two jobs. It shows the price, and it sets expectations. When the email lists what is included, what you would quote separately, and what the price depends on, the customer knows exactly what they are saying yes to. Scope edges are the jobs nearby that you would quote separately if they come up.
Prompt to copy
You are helping me write a quote email to a customer.
Use only the facts and prices I give below. Where a fact is missing, write [ASK OWNER] in that spot.
My business profile: [paste your profile]
Job notes: [paste your notes, with [Customer] and [Address] in place of real details]
My prices, exactly as I want them shown: [item: amount]
My total: [total]
Quote valid until: [date]
Deposit terms, word for word: [terms]
Write a friendly quote email under 200 words with these parts:
1. One line thanking [Customer] for the visit.
2. What's included (bullet list).
3. Scope edges: work I would quote separately if it comes up (bullet list).
4. Assumptions this price depends on (bullet list).
5. My prices and my total, exactly as written above.
6. The validity date and deposit terms, word for word.
7. One clear next step to say yes.
After the email, list every number and date you used, each marked "from my notes" or "ask owner".
Starter notes to paste:
My business profile: A two-person house painting business. Interior and exterior painting. Friendly, plain tone, and short emails.
Job notes: Visited [Customer] at [Address]. Paint the living room and the hallway: walls and ceilings, two coats. Patch two small nail holes in the hallway. [Customer] moves the furniture to the middle of each room before we start. Quote separately if it comes up: trim and doors, and any wall repair beyond the two holes. The price assumes the walls are dry and sound, and the colors stay as chosen at the visit.
My prices, exactly as I want them shown: Living room, walls and ceiling: $650. Hallway, walls and ceiling, with patching: $300.
