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Variation notes, supplier exclusions and unfinished work need to stay visible when a building job moves from the site to the office. Use supplied scopes and rate cards to prepare draft quotes, then turn the site notes into a record of what was actually done and what still needs attention.
Start with the Job Record Summariser. The supplied workflow takes the following inputs and prepares the listed draft outputs for your review.
Illustrative prompt only: this is a suggested way to brief the assistant, not a customer case study or a tested result.
Convert these carpentry site notes into a job record. Separate completed work, materials recorded, proposed variations and outstanding decisions. Do not describe any unrecorded inspection or approval as complete.
Manually written fictional example. This is not an executed pack result or a customer case study.
Fictional notes: On the joinery job, the carpenter fitted three cupboard doors. One handle is still on order. The customer asked about adding a shelf, but no variation has been approved. No inspection information was recorded.
DRAFT JOB RECORD
Completed: three cupboard doors fitted. Outstanding: fit the handle once available. Customer request: additional shelf; approval and scope remain open.
Customer summary: The three doors have been fitted. One handle remains outstanding. Your shelf request is recorded for discussion before any additional work is agreed. Inspection details: not recorded in the notes.
Each assistant has a defined task. Open a name to see the information it uses and the outputs described in the pack.
Turns a raw customer enquiry — phone note, email, web form or SMS — into a structured, triaged record with the missing questions listed. Use when a new enquiry arrives or a pile of enquiries needs sorting.
Inputs: Raw enquiry text (pasted call note, email, web form, SMS); your business profile for service area and services.
Outputs: Structured enquiry record; Triage rating with reasons; List of missing details to ask; Draft reply requesting those details.
Drafts a priced quote or estimate from rates the business supplies, showing every assumption and exclusion. Use when a customer needs a written price. Never produces a binding quote.
Inputs: Scope of work; The business's rate card from your business profile; Site or job specifics.
Outputs: Draft quote with line items, assumptions, exclusions, validity; List of rate gaps blocking an accurate price.
Writes follow-up messages for quotes that have gone quiet, completed jobs, review requests and reactivation of past customers.
Inputs: Who is being followed up and why; What was previously quoted or done; How long since last contact.
Outputs: Follow-up message drafts per channel; Suggested timing; Optional short follow-up sequence.
Prepares a sensible job schedule, drafts booking confirmations and reminders, and flags clashes. Proposes only — it cannot see or change a real calendar.
Inputs: List of jobs with locations, durations, priorities; Working hours and constraints; Existing commitments.
Outputs: Proposed run sheet; Clash and travel warnings; Confirmation and reminder message drafts.
Turns rough site notes, photos descriptions, voice-note transcripts and timesheets into a clean job record, customer-facing summary and handover note.
Inputs: Raw notes, transcripts, timesheet entries, parts used; your business profile.
Outputs: Structured job record; Plain-English customer summary; Follow-up actions; Invoice-ready line list.
Writes Google Business Profile content, service-and-suburb pages, review replies and local directory copy so the carpentry and building business is found by nearby customers.
Inputs: Service area suburbs; Services offered; Existing site and GBP content; Reviews needing replies.
Outputs: GBP profile copy and posts; Service-and-suburb page drafts; Review reply drafts; NAP consistency checklist.
Plans and writes social posts for the carpentry and building business — before-and-afters, tips, team and local content — with a simple calendar.
Inputs: Recent jobs suitable to show; Platforms in use; Posting capacity; Brand tone.
Outputs: Content calendar; Written posts with caption and hashtags; Image or video shot list; Reusable content pillars.
Compares supplier and subcontractor quotes on a like-for-like basis, exposing the differences in scope, exclusions and terms that make headline prices misleading.
Inputs: Two or more supplier quotes; What is actually needed; Constraints such as lead time or delivery.
Outputs: Like-for-like comparison table; Normalised totals with adjustments shown; Questions to put to each supplier; Recommendation with reasoning.
Drafts a staged series of overdue-invoice reminders that stay polite and professional while escalating, and summarises what is outstanding.
Inputs: Outstanding invoice list with amounts, dates, days overdue; Payment terms; Contact history.
Outputs: Staged reminder drafts; Aged summary; Suggested escalation path; Payment plan wording.
Produces a weekly or monthly operating summary from the numbers the business supplies — jobs done, quotes won and lost, revenue, outstanding work — with observations and questions.
Inputs: Period figures supplied by the business; Prior period for comparison; Notable events.
Outputs: Operating summary; Trend observations with stated confidence; Questions the numbers raise; Suggested actions.
The pack does not assess structures, decide permit requirements or produce compliance certificates.
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