Site Visit Checklist for Estimating
Gather the right information before quoting.
The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.
[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.
Create a site visit checklist. Trade and type of job: [TRADE_JOB]. Information I often miss: [MISSED_INFO]. Tools I bring: [TOOLS]. Write a checklist for before the visit (what to ask the customer), arrival, measurement, access, existing conditions, hazards, services (power, water), parking and waste, customer wishes and budget, photos with permission, and notes on anything unusual. Add a section for questions to ask the customer, a template for the visit notes, and a follow-up message. Include safety reminders in general terms, such as not entering unsafe areas and following my safety procedures [VERIFY], and a section on avoiding assumptions in quotes. Also add a template for a summary email to the customer after the visit, repeating what was discussed and the next step, and a note on respecting the customer's home and privacy. Keep claims truthful and verifiable, avoid guarantees about results, and flag advertising, pricing and consumer-protection points [VERIFY] for [JURISDICTION] before anything is published.
Fill in before use
Optional: type your details and the prompt above updates. Nothing is saved or sent.
Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.