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How do I test it on past jobs?

Re-quote jobs you've done and fix the price list where drafts differ.

Narrated video with captions, 31 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 best test is a job you've already priced. Re-quote three of them before you rely on the assistant.

    The best test is a job you've already priced. Re-quote three of them before you rely on the assistant.

  2. Step 2: Paste the original notes for three past jobs into the past-job re-quote prompt, and ask for a draft of each.

    Paste the original notes for three past jobs into the past-job re-quote prompt, and ask for a draft of each.

  3. Step 3: Then tell it what you actually charged. It lists every difference and what to change in the price list.

    Then tell it what you actually charged. It lists every difference and what to change in the price list.

  4. Step 4: Fix the price list, re-run that job, and check it matches. The Install does the same test with ten of your past jobs before handoff.

    Fix the price list, re-run that job, and check it matches. The Install does the same test with ten of your past jobs before handoff.

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