ChatGPT
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Roofing office work needs an accurate scope before a quote and a clear record after attendance. Use the contractor's supplied inspection notes, materials and rates to draft the paperwork. Separate completed work from proposed repairs, exclusions and decisions that still need the qualified contractor.
Start with the Quote and Estimate Drafter. 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.
Draft a roofing quote from my approved scope and rates. Keep materials, access arrangements, exclusions and unresolved questions visible. Do not infer structural suitability, permit requirements or work not listed.
Manually written fictional example. This is not an executed pack result or a customer case study.
Fictional notes: The contractor's approved scope lists replacement of the stated gutter section and removal of that section's old material. Downpipes are excluded. Length, applicable rates and access arrangements have not been supplied for pricing.
DRAFT QUOTE SCOPE — UNPRICED
Included: replacement of the stated gutter section and removal of its old material. Excluded: downpipes.
Required before pricing: section length, applicable rates and confirmed access arrangements. No total is calculated. This draft does not expand the work to other roof elements or decide whether permits or structural assessments are required.
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 roofing 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 roofing 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 roof structures, determine permits or instruct a customer to work at height.
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