download dots
AI PromptsCategoriesQuotes

📷 Turn a Site Visit Into a Quote

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.
  • Tested prompts
  • Edit for your use case
  • Works across models
  • Save in Taskade
Turn a Site Visit Into a Quote

Copy

I visit a site, take notes on my phone, then rewrite everything into a quote three days later. Build me a site survey app. Give me a survey form I fill in on site with the customer, the address, measurements, photographs, access notes, parking, hazards and anything that will slow the crew down. From that survey let me generate a quote directly, pulling the measured quantities into priced line items from my price book, without retyping anything. Keep the photographs and notes attached to the job so the crew who turns up sees exactly what I saw. Add an AI agent that reads my survey notes and photographs and drafts the scope of work in plain language, and that asks me about anything obviously missing before I send. Automate a reminder to send the quote if a survey has sat unquoted for more than a day, and a scheduled weekly list of surveys that never became quotes. Two logins: a surveyor who captures and drafts, and an owner who approves prices before the quote goes out. It has to work well on a phone in bad signal.

Run this prompt with AI
STATUS · LIVE
v1

01 / Spark - intelligence awakens

Turn a Site Visit Into a Quote

Capture measurements, photos, and access notes on site, then generate and send the priced quote before you leave.

Start with AI
// the spark catches · intelligence awakens · the answer unfolds

The gap between visiting and quoting is where jobs go cold. This closes it: survey on your phone, price it from the same record, send it before you drive away.

What's Included

  • A survey form with measurements, photos, access notes, and hazards.
  • Photos attached to the job so nobody argues about what was there.
  • A one-tap quote built from the survey rather than retyped that evening.
  • An assistant that drafts the scope from your survey notes and photos.

How To Use

  1. Fill the survey on site. Anything written later is a memory, not a record.
  2. Photograph access and obstructions, not just the work area.
  3. Price it before you leave. Same-day quotes win noticeably more often.
  4. Keep the survey attached to the job so the crew sees what you saw.

Send it through the quote builder, and hand the won job to field service prompts.

Discover more

More Quotes and Estimates Prompts

View all Quotes and Estimates Prompts