01
Separate inclusions from assumptions
Sort the quote facts into priced work, included materials and services, site assumptions, and responsibilities outside the electrical scope.
Made for Electricians
Electrical Quote Clarifications and Exclusions Template
Also useful for: people in Skilled Trades
25 min
Intermediate
Pricing
Improve Operations
Turn job notes and pricing into clear quote language that separates included work from assumptions, exclusions, and added-cost conditions.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Protect the quoted price from unclear scope, limited access, concealed conditions, material changes, and work that wasn't included in the estimate.
Your answers save as you type.
What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
Test the price against field risks
Check the scope map for access limits, concealed conditions, existing-system defects, customer changes, and trade handoffs that could add labor or materials.
03
Compile the quote language
Convert the checked scope and risk decisions into a concise section that can be inserted into the quote.
Make Your Play
Electrical Quote Clarifications and Exclusions Template
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
Select the type of electrical project being quoted.
Describe the requested work, locations, quantities, and limits covered by the quoted price.
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List the materials, equipment, allowances, and owner-supplied items included in the price.
0/10000
List the labor, testing, cleanup, permit work, inspections, and scheduling commitments included in the price.
0/10000
Describe the existing system, access, occupancy, working hours, finished surfaces, and other conditions used to set the price.
0/10000
List work, materials, repairs, fees, and services that the price doesn't cover.
0/10000
List discoveries or requests that would require approval, added cost, or a revised schedule.
0/10000
List access, selections, supplied equipment, utility coordination, surface repairs, and other work assigned outside the electrical quote.
0/10000
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Separate inclusions from assumptions
Sort the quote facts into priced work, included materials and services, site assumptions, and responsibilities outside the electrical scope.
02
Test the price against field risks
Check the scope map for access limits, concealed conditions, existing-system defects, customer changes, and trade handoffs that could add labor or materials.
03
Compile the quote language
Convert the checked scope and risk decisions into a concise section that can be inserted into the quote.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Gather the estimate, walkthrough notes, and customer request. Enter only confirmed facts. If you’re unsure whether an item is included, mark it unresolved instead of guessing. Review every line before adding it to the quote.
Advanced instructions
Match each clarification to a cost driver in the estimate. Replace broad exclusions with measurable limits, name interfaces with other trades, and align change-order triggers with the approval process used in the contract.
Use this when
You're preparing an electrical quote, revising one after a walkthrough, or answering a customer's questions about what the price covers.
You'll need
- Project type
- Requested scope
- Included materials
- Included services
- Site conditions and assumptions
- Known exclusions
- Change-order triggers
- Customer and other-trade responsibilities
You'll get
- Every priced scope item matched to a written inclusion
- Every site condition used for pricing stated as an assumption
- Known exclusions separated from unresolved questions
- Relevant concealed-condition risks addressed
- Written change-order triggers defined
- Customer and other-trade responsibilities identified
By the end of this playbook
You will have:
- Every priced scope item matched to a written inclusion
- Every site condition used for pricing stated as an assumption
- Known exclusions separated from unresolved questions
- Relevant concealed-condition risks addressed
- Written change-order triggers defined
- Customer and other-trade responsibilities identified
Examples
Progress 1 of 3