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How do I fill in my price list?

Write prices the way an AI tool can quote from them.

Narrated video with captions, 32 s. Made with a fictional company, Brightline Heating & Air (sample · fictional business). Read the transcript · Download the step-by-step PDF

Step by step

  1. Step 1: The assistant quotes only as well as the price list you give it. Start with your ten most common items.

    The assistant quotes only as well as the price list you give it. Start with your ten most common items.

  2. Step 2: Write one line per item, the way it appears on a quote, not your supplier's codes. Always add the unit, because without it quantities go wrong.

    Write one line per item, the way it appears on a quote, not your supplier's codes. Always add the unit, because without it quantities go wrong.

  3. Step 3: Then say what changes the price. Brightline's diagnostic visit is eighty-nine dollars, waived if the repair is approved, and one hundred eighty-nine after hours.

    Then say what changes the price. Brightline's diagnostic visit is eighty-nine dollars, waived if the repair is approved, and one hundred eighty-nine after hours.

  4. Step 4: Finish the rest later, including the items you quote less often.

    Finish the rest later, including the items you quote less often.

Get the Quote & Follow-Up Assistant

Quotes drafted from your notes, and unsigned quotes followed up. Every Kit and Install comes with these videos, and an Install adds a walkthrough made from your own setup.

See the Quote & Follow-Up AssistantAll guides