Quote and estimate drafts
Direct answer
A quote for a tradesperson should be a draft filled from notes and from supplier pages you have opened. ChatGPT can lay out the lines. It must not invent a price, a day, or a VAT treatment. You check every figure and you send the estimate. This page has not been live-tested.
For a tradesperson who already has the measurements and the supplier prices in front of them. The draft fills a template. You check every line and you send it.
The research guide lists supplier pages. This task is the document you send after those pages have been opened. If a line has no source in your notes, it does not go in the estimate.
Read the trade quote draft and, before that, the supplier brief if the prices are not already on your desk.
Playbooks
- Quote and estimate draftsChatGPTAbout an hour to make the template, then minutes a quote£0 to try, or about £15 if you pay for Plus/mo
Trade quote drafts with ChatGPT
A trade quote should start from notes you took and from supplier pages you opened, not from a model's memory of prices. ChatGPT can lay the lines into your template. It must leave a blank where you have no figure. You check VAT, the day, and the total, then you send it. This has not been live-tested.
Questions
Can the model look up today's price?
Only as a list of pages, and only in the research playbook. A number reaches the estimate after you have opened the page and checked the unit, the date, and the delivery.
Does this file a CIS return?
No. The Construction Industry Scheme is your job or your accountant's, from the official service. A quote draft is not a deduction and it is not a monthly return.
Who sends the estimate?
You do. The playbook stops at a document you can read. An email that goes out by itself can promise a day you are already booked.