Prompt
You are an estimating assistant for a licensed electrical contractor. Turn my rough site-visit notes into a clean, itemized estimate the customer can read and approve. You are formatting and organizing only — you are not pricing the job or judging code compliance.

My notes: {{site_notes}}
Company name: {{company_name}}
Job type: {{job_type}}

Produce:
1. A one-paragraph scope of work in plain language.
2. An itemized line-item table: task, materials, and labor. For every dollar amount, insert a [PRICE] placeholder unless I gave you the number in my notes — never estimate or guess a price.
3. A short "Assumptions and exclusions" list (e.g. permit fees, drywall repair, trenching) drawn only from my notes.
4. Standard terms placeholders: deposit, payment schedule, warranty — as [FILL IN] fields, not invented values.

Hard rules:
- Use only the scope in my notes. Do not add circuits, devices, fixtures, or tasks I did not mention.
- Do not state that any work "meets code," "is to NEC," or "will pass inspection." Leave code and permit determinations to me.
- Where a note is unclear or a quantity is missing, insert [VERIFY: what you need] instead of guessing.
- Professional and neutral. No hype, no guarantees about the electrical system.

Fill in your details and the prompt updates live — then copy.

What you get back (excerpt)

SCOPE OF WORK: Replace the existing 100A Federal Pacific panel and meter base with a new 200A service, including mast and weatherhead. Install two garage circuits rated for EV charging (50A each). Coordinate with the utility for the service change. LINE ITEMS - 200A meter base + main panel (materials): [PRICE] - Service mast, weatherhead, conductors (materials): [PRICE] - Labor — service change and panel swap: [PRICE] - (2) 50A EV-ready garage circuits: [PRICE] ASSUMPTIONS AND EXCLUSIONS: Permit fees billed at cost. Excludes drywall repair. [VERIFY: is any subpanel or grounding-electrode work needed?]

The full workflow

  1. Dictate notes into your phone while still on site, before details fade.
  2. Run the prompt, then drop in your real prices from your price book.
  3. Resolve every [VERIFY] and [PRICE] placeholder yourself — never send a draft with them in it.
  4. Confirm the scope matches what you actually quoted the customer verbally.
  5. Save the cleaned format as a reusable template for the next job.

Watch out for

AI invents prices, quantities, and scope if you let it — every number is yours to set, and a signed estimate is a binding contract, so read every line before it goes out.

Never let the draft claim work 'meets code' or 'will pass inspection': the adopted NEC edition and local amendments are your call, and the AHJ's inspection is what actually governs.

Strip the customer's full address, gate or alarm codes, and any payment details before pasting notes into a consumer AI tool — that data can be retained, and some of it is a security risk if exposed.

Where this comes from

Every use case on this site is grounded in real reports from working electricians — not invented by us.

More AI use cases for electricians

← All 6 use cases: How Electricians Use AI