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ChatGPT#businessAgent promptSaves ~60min

End-to-end quoting agent

Multi-step quoting workflow: customer brief → site checklist → labour & materials breakdown → quote email + signed acceptance link. One agent, one job won.

rach_maeve3 May 2026
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Act as my quoting agent for trades work.

Customer enquiry (paste exactly what they said): {{enquiry}}
My trade: Plumbing
My hourly rate: {{hourly_rate}}
My materials markup: 20%
Location of the job: {{location}}
Urgency the customer signalled: This week

Walk me through these steps in order, returning each as a labelled section:

1. **Clarifying questions** — 3-5 questions I should ask the customer BEFORE I quote (so I'm not quoting blind)
2. **Site visit checklist** — what to check, measure, photograph when I visit
3. **Labour estimate** — hours by task, with my hourly rate applied
4. **Materials list + cost** — items + quantities + estimated cost with my markup applied
5. **Total quote with line items**
6. **Email to send** — friendly, professional, includes the line items + validity date + 'reply yes to lock in'
7. **Follow-up sequence** — what to send Day 3 if no reply, Day 7, Day 14

Plain English. Round prices sensibly. Don't over-engineer simple jobs.
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tradesquotingagentworkflowsmall-business

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