🛠️ Trades Office Pack
Twelve prompts that handle the paperwork side of a trades business: enquiries, quotes, deposits, reminders and reviews.
For: Builders, electricians, plumbers, decorators and other trades. Fill in anything in [square brackets].
1. Enquiry triage
Here's a new job enquiry: [paste message]. Reply asking for exactly what I need to quote: photos, rough measurements, location, access and ideal start date. Keep it friendly and under 80 words. Show me before sending.
💡 Save the reply as a template once you like it.
2. Quote from notes
Turn these site-visit notes into an itemised quote using my price list [attach]. Group by labour, materials and extras. Where a price isn't on my list, write [TO CONFIRM]. Add a short covering message.
💡 Attach your price list as a file so prices are never guessed.
3. Good, better, best
For this job [describe], give me three options (good, better, best) with what's included in each and who each suits. Leave prices as [TO CONFIRM].
💡 Three options usually lift the average job value.
+ 9 more prompts
- Deposit reminder
- Stage payment request
- Day-before reminder
- Running late
- Variation to the job
- Job finished: review request
- Reply to a bad review
- Weekly job tracker
- Supplier order