Where AI helps most

Most small contractors do not need AI to tell them how to do the trade. They need help turning rough notes into clear words. That means quote emails, scope summaries, appointment reminders, review requests, invoice follow-ups, and simple posts after a completed job.

The safest workflow is simple: AI drafts, you approve. Check names, dates, prices, promises, and policies before anything leaves your phone or inbox.

Prompt 1: turn job notes into an estimate email

Write a clear estimate email for a [trade/service] business.

Customer: [name]
Job: [job type]
Work included: [rough job notes]
Price: [price or price range]
Timeline: [timeline]
Not included: [exclusions]
Next step: [reply/book/pay deposit]

Use plain English. Keep it professional and easy for a homeowner to understand.

Prompt 2: follow up after a quote

Write a polite SMS following up on a quote sent [number] days ago.

Customer: [name]
Job: [job]
Reason to act: [schedule availability/material timing/seasonal need]
Next step: [reply/book/pay deposit]

Keep it friendly and under 320 characters.

Prompt 3: request a review

Write a short review request text for a happy customer.

Customer: [name]
Job: [job]
Review link: [link]

Make it appreciative, not pushy.

Prompt 4: send a friendly invoice reminder

Write a friendly invoice reminder.

Customer: [name]
Invoice number: [number]
Amount: [amount]
Due date: [date]
Payment link: [link]

Keep it professional and easy to act on.

Prompt 5: create a local job post

Write a local Facebook or Google Business Profile post for a completed [service] job.

Location: [suburb/city]
Problem: [customer problem]
What we did: [solution]
Result: [result]
Call to action: [call/message/book]

Tone: helpful, local, and not hypey.

What to check before sending

  • Confirm the price, date, time, and customer name.
  • Remove any promise you cannot keep.
  • Do not paste passwords, payment details, or private customer information into AI tools.
  • Do not use AI output as legal, tax, licensing, safety, or trade-code advice.
  • Make the message sound like your business before sending it.

Get the full kit

The full AI Admin Kit includes 75 prompts, customer message templates, review replies, invoice prompts, a CSV prompt library, and a 30-day content calendar for home-service businesses.

Get the kit