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AI and automation

15 Claude prompts that do real work for your business

8 min readUpdated July 2, 2026
01

What you need before any of this works

Go to claude.ai and sign up free, or use ChatGPT if that's what you already pay for. Either works, the wording matters more than the brand, and the free tier covers everything below.

One rule before you paste anything in: don't put a customer's full name, address, and financial details all in the same prompt on a free account. Swap in "the Johnson job" or "123 Oak St" instead. Nothing sinister, just a habit that costs you nothing.

Every prompt is written to paste as-is. Swap the bracketed parts for your real details, hit enter, and edit before anything goes to a customer. Treat the draft as a first pass, not a finished document.

02

Estimates and scope of work (prompts 1-4)

These turn a pile of notes into something a homeowner can actually read.

  • **1. Turn field notes into a clean estimate.** "I'm a [trade] contractor. Rough job notes: [paste notes]. Write this up as a clean line-item estimate a homeowner can read, grouped by labor and materials. Don't invent quantities or prices I didn't give you." Why: you know the numbers, you just don't want to format a table at 6pm.
  • **2. Write the scope-of-work paragraph.** "Write a scope paragraph for this job: [describe in plain language]. Cover what's included, what's not, and where the work stops. About 150 words." Why: this is what stops a customer saying 'I thought that included the gutters too' three weeks in.
  • **3. Turn a bid into three good/better/best options.** "Base bid for [job]: [paste it]. Write two upgrade tiers above it, better and best, each with what's different and why. Matter-of-fact, not salesy." Why: tiered options raise average ticket without you upselling face to face.
  • **4. Explain a change order in plain terms.** "Original scope was [X]. We found [what changed] once we opened things up. It adds [$amount] and [time]. Write a short email explaining why, professional but not defensive." Why: a neutral explanation heads off the 'why didn't you catch this' fight before it starts.
03

Customer and review communication (prompts 5-9)

This is where AI earns its keep fastest, because these messages are similar every time and you're writing them tired.

  • **5. Reply to a good review.** "Write a short reply to this Google review: [paste review]. Thank them by name, mention what they praised, under 40 words, no exclamation points." Why: replying to every review is one signal Google uses for local ranking. See /guides/get-more-google-reviews.
  • **6. Reply to a negative review without sounding defensive.** "Negative review: [paste review]. Write a calm reply, acknowledge what they're upset about without admitting fault I haven't confirmed, invite them to call me. Under 60 words." Why: future customers read your reply more closely than the review. Full walkthrough at /guides/respond-to-negative-reviews.
  • **7. Draft the review-request text.** "Write a text asking a happy customer for a Google review. Business: [name], job: [type]. Under 150 characters, casual, not pushy." Why: a direct ask beats a generic 'please review us,' and having it ready means you actually send it.
  • **8. Write a job-completion follow-up email.** "Follow-up email, two days after finishing a [job type] job. Thank them, mention relevant maintenance tips, say we're around if anything comes up. Warm, under 120 words." Why: it reminds the customer you exist before they call a stranger next time.
  • **9. Answer a common customer question you're tired of typing.** "Question I get all the time: [paste it, e.g. 'do I need a permit for this']. Write a clear, honest answer, 3-4 sentences, that I can save and reuse." Why: build five or six once and you've got a reply library.
04

Safety and crew communication (prompts 10-12)

Nobody enjoys writing a safety briefing from scratch every morning. This makes it a two-minute job.

  • **10. Write a daily safety briefing (toolbox talk).** "5-minute toolbox talk for a crew about to [describe the day's work, e.g. 'work on a roof with 6/12 pitch in light rain']. Cover the top 3 hazards specific to this task, not generic filler, end with one question to confirm the crew understood." Why: many jobsites expect documented daily safety talks, and a specific one gets heard, unlike a laminated poster nobody reads twice.
  • **11. Turn an incident into an incident report.** "Write an incident report. What happened: [describe plainly, who, what, when, injuries or damage]. Neutral, factual format an insurer or OSHA would expect, no speculation about fault." Why: reports written right after an incident, while it's fresh, hold up better than ones written from memory a week later.
  • **12. Draft a subcontractor or crew instruction sheet.** "One-page instruction sheet for a sub finishing [describe remaining work]. What's done, what's left, access or material notes, my cell number." Why: a sub who shows up with a clear sheet works faster and calls you less.
05

Running the business (prompts 13-15)

Three more that save real time outside the job itself.

  • **13. Turn a rough job post into a real one.** "Job posting for a [role, e.g. 'experienced HVAC installer'] at a small [trade] company in [town], Wisconsin. Plain description of daily work, what experience matters, what we offer: [list it]. Don't invent a salary or benefit I didn't give you." Why: a specific post attracts fewer tire-kickers than a generic 'now hiring' template.
  • **14. Write a late-payment reminder that doesn't torch the relationship.** "Payment reminder for an invoice [X] days overdue, amount [$amount], job: [description]. Firm but professional, no threats, clear next step (pay by X or call to discuss)." Why: a steady, matter-of-fact reminder gets paid faster than an angry one, and doesn't cost you the referral.
  • **15. The done-for-you version.** If reading this made you think 'I'll never actually build fifteen of these into habits my crew uses,' that's the honest reason a half-day workshop exists. Someone sits with your team and your real accounts for half a day, and by the end the prompts are saved, tested on real work, and your office manager can write the next one herself. That's a paid service, because doing it right takes a person next to you, not a download.
Common questions

Questions that come up

Is Claude or ChatGPT better for this stuff?

Either works, the free tiers both handle this volume of text easily. Claude tends to write in a less salesy, more plain-spoken register out of the box, which matters for customer-facing messages. Pick whichever your office already has an account for and start.

Do I need the paid version?

Not for anything here. Paid tiers (about $20 a month as of mid-2026) mostly buy higher usage limits and faster responses during busy periods. A one or two person shop rarely hits the free limit doing estimates and review replies.

What if the AI gets a number wrong in an estimate?

It will, if you ever let it guess a price or quantity you didn't provide. Every estimate and scope prompt above tells it not to invent numbers. Treat the output as formatting and wording help, not a pricing engine. You know what the job costs, it's just typing faster than you.

My crew won't use this. How do I actually get it adopted?

Don't hand someone fifteen prompts and expect adoption. Pick the one that saves the most pain today, usually review replies or the daily safety briefing, and have one person use it for two weeks until it's a habit. Then add the next one.

Or skip the homework

Rather I just did this?

Want your whole team doing this? The $500 half-day workshop sets this up live on your accounts, with your real work, not slideware.