Contractor Quote Writer: Site Notes -> Pro Quote

Contractor Quote Writer: Site Notes -> Pro Quote

Paste your site-visit notes — messy, voice-memo, or bullet points — and get back a complete, customer-ready job quote with line items, labor, and a total. Works for HVAC, plumbing, electrical, and general contracting.
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Claude Sonnet 4.6

HVAC_quote.webp

Paste your site notes. Get a professional quote in 3 minutes.

You just finished a site visit. The customer is waiting. Your notes are in your pocket — messy, half-written, no prices. This skill turns whatever you've got into a complete, customer-ready job quote with scope of work, itemized line items, and a total.

Works for HVAC, plumbing, electrical, and general contracting. Handles any input format — voice memo rambling, bullet points, a quick paragraph. No forms. No templates. Just paste and go.


Why contractors use it

You're losing jobs to slow quotes. The contractor who sends a quote in 3 minutes wins more often than the one who sends it tomorrow. This gets you out the door first.

Your quotes look unprofessional. A Word doc with a rough number isn't a quote. This produces a structured document with scope of work, itemized line items, validity date, and a call-to-action — the kind of quote that signals you run a real operation.

You didn't write down prices in the field. That's fine. The skill estimates missing costs using standard trades market rates and marks them "(est.)" so you know exactly what to review before sending.


hvac_time.webp ## How it works

1 — Paste your notes in any format: voice memo, bullets, or a paragraph. Nothing needs to be organized first.

2 — The skill extracts everything — trade type, scope, materials, labor, customer name, job address. Missing details are estimated from market rates.

3 — One question if needed. If something critical is missing, you get one consolidated question — not five.

4 — Your quote is ready. Scope of work in plain English (written for the homeowner, not the tech), itemized table, subtotal, total, 30-day validity, call-to-action.

5 — Adjust anything. Change line items, switch tone, add a warranty clause — just say what you need.


Example

Input (voice memo style — no prices given):

so I was out at the Johnson place on Maple Street, the 3-ton trane ac unit is totally shot, compressor is gone, old R22 system. gonna need full replacement — new 3-ton 16 SEER unit, existing concrete pad, new line set maybe 25ft, new disconnect, disposal. figure 6 hours me and my guy.

Output:


JOB QUOTE | Quote #: QW-260610-01 | Valid 30 days

Prepared for: Mr./Ms. Johnson — Maple Street

Scope of Work: We will replace your existing central air conditioning system with a new high-efficiency unit. The current R-22 system cannot be recharged — we will remove it, install a new 3-ton 16 SEER air conditioner on your existing pad, run new line set, and replace the corroded disconnect box.

Item Total
Trane XR15 3-Ton 16 SEER AC Unit $1,850.00
Refrigerant line set (25 ft) $185.00
Disconnect box + R-410A charge $215.00
Old unit removal & disposal $75.00
Labor — 2 techs × 3 hrs @ $105/hr $630.00
Total Estimate $2,955.00

Sales tax and permit fees calculated at invoice. Quote valid 30 days.


Who it's for

  • HVAC techs quoting equipment replacements, tune-ups, and service calls
  • Plumbers who need a quote out the door before the customer calls someone else
  • Electricians quoting panel upgrades, outlet work, and commercial jobs
  • General contractors doing remodels, deck work, and multi-trade jobs
  • Solo operators who can't afford 30 minutes of admin per job
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