Made for Independent Contractors
Turn a Site Visit Into a Firm Quote
Also useful for: people in Entrepreneurship
90 min
Advanced
Business & Entrepreneurship
Earn More
Convert what you found on-site into a complete scope, cost build, and client-ready quote that protects your margin.
Create a free account to save your progress and use this Playbook.
Use this when
You have a site visit scheduled or completed and need to turn the findings into a fixed price for the client.
You'll need
- Quote context
- Project summary
- Client requests
- Measurements and quantities
- Access conditions
- Site conditions and risks
- Open questions
- Labor plan and rates
- Materials and supplier costs
- Other job costs
- Pricing rules and terms
- Quote type
You'll get
- Site measurements and quantities recorded
- Access limits and site conditions documented
- Client requests separated from the agreed scope
- Every direct cost included in the cost build
- Overhead, contingency, and profit applied correctly
- Open questions resolved, allowed for, or excluded
By the end of this playbook
You will have:
- Site measurements and quantities recorded
- Access limits and site conditions documented
- Client requests separated from the agreed scope
- Every direct cost included in the cost build
- Overhead, contingency, and profit applied correctly
- Open questions resolved, allowed for, or excluded
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
Project: Remove and replace 128 linear feet of backyard wood fencing and one gate. Labor: Two workers, 18 hours each, at a loaded rate of $75 per worker-hour. Materials: $2,150, including delivery and waste. Other direct costs: $350 equipment rental, $180 disposal, $120 travel, and $90 lawn protection. Pricing: 12 percent overhead, 8 percent site-risk contingency, and 15 percent profit. Open items: Permit fee unknown, property line not clearly marked, and stain color not selected. Terms: 40 percent deposit, 40 percent after installation, and 20 percent after final approval.
Sample assembled prompt
Quote readiness: Firm quote with stated... Cost build: Labor: 36 worker-hours x... Assumptions: Clear access through the side... Exclusions: Permit fees, survey work, utility... Client action needed: Confirm the property... Staining will be priced as a...