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AI PromptsCategoriesQuotes

🔁 Quote Recurring Work Properly

Turn the way you already price work into an app that sends, chases, and closes quotes on its own. These prompts build the whole estimate loop: a price book you control, a builder that does the arithmetic, a link the customer accepts with one tap, and the follow-up that happens whether or not you remember.
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Quote Recurring Work Properly

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I quote maintenance contracts as one number and then lose money in year two. Build me a recurring service quote app. Each contract quote names the customer, the service, the visit frequency, the number of visits per year, the price per visit, the resulting annual value, the contract term, and an annual escalation percentage agreed up front. Show the total value across the full term, not just the first year. Put the renewal date on a calendar and remind me ninety days before it. Record the actual cost of each visit performed so I can compare a live contract against what I assumed when I priced it. Add an AI agent that models the contract over its term including escalation, and warns me when a live contract cost per visit has drifted above what I quoted. Automate two things: the ninety day renewal reminder, and a scheduled monthly report of contracts running below their planned margin. Two logins: an account manager who quotes and renews, and an owner who sets escalation policy.

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01 / Spark - intelligence awakens

Quote Recurring Work Properly

Price maintenance contracts by visit and by year with agreed escalation, renewal reminders, and full-term value modelling.

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// the spark catches · intelligence awakens · the answer unfolds

A recurring quote is not a one-off with a multiplier. This prices the visit pattern, the annual increase, and the renewal you should be talking about three months out.

What's Included

  • A visit schedule priced per visit and per year, so both numbers are visible.
  • An annual escalation agreed at the start rather than argued about later.
  • A renewal date with a reminder far enough ahead to actually act on.
  • An assistant that models the contract value over its full term.

How To Use

  1. Price the visit and the year separately. Customers compare different numbers.
  2. Agree the escalation in the original quote. Retrofitting one is a hard conversation.
  3. Set the renewal reminder ninety days out, not thirty.
  4. Track cost per visit against the plan so an unprofitable contract shows early.

Track the live contracts with booking prompts, and raise the rates on time with the annual price review.

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