Which AI does this job?
AI for contractors and the trades
Quotes, follow-ups and paperwork eat the evenings of anyone who runs a trade. These setups turn site notes into quotes, keep every sent bid followed up and move jobs from estimate to invoice, and you approve everything before it goes to a customer.
Works with: ChatGPT, Claude, Gemini, Grok Bot · 3 of 10 run for real (Tested)
Capture estimate leads and draft quote follow-ups
Log every estimate or quote request into a tracking sheet, then draft follow-ups when a lead has waited too long for a quote, without auto-sending…
For: Contractors and service shops that lose leads in the inbox and forget callbacks while…
Grok Bot · Roughly 30–60 minutes per day on active lead volume TestedDrafts for you
Summarize customer calls and flag local leads
Post per-call summaries and to-dos to Slack or email, and optionally list local forum posts from people asking for your trade. You still write…
For: Home-service businesses that live on the phone and local word-of-mouth.
Grok Bot · Several hours per week on notes and dispatch handoffs TestedDrafts for you
Follow up on quotes that went cold
Draft a short follow-up sequence for quotes that got no reply: a day 2 check that it arrived, a day 7 nudge with something useful, a day 14 last…
For: Service businesses that send quotes and then never hear back, and hate the awkwardness of…
ChatGPT · Claude · Grok Bot · About 10 to 15 minutes per quote follow-up TestedDrafts for you
Turn messy job notes into a clean quote
Turn rough job notes into a clean, itemized quote with your terms, ready to save as a PDF and send.
For: Tradespeople, cleaners, landscapers, and freelancers who price jobs from scribbled notes…
ChatGPT · Claude · Grok Bot · About 20 to 40 minutes per quoteResearchedDrafts for you
Price a job so you do not lose money on it
Calculate a defensible price floor and build quotes that cover costs, taxes, and profit
For: A freelancer or contractor who prices by gut feel and ends up busy but broke
ChatGPT · Claude · Grok Bot · Saves an estimated 1 to 2 hours per quote.ResearchedRead-only
HVAC Service Call Log, ChatGPT
Turn HVAC service calls and dispatch steps into one log by job ID. A completed entry never shows a system was fixed or a fault found.
For: For HVAC dispatchers and office staff learning a service call log on synthetic data. Real…
ChatGPT · ClaudeResearchedDrafts for you
Ask your job files questions with NotebookLM
Put a job's specs, contract, change orders and notes into one NotebookLM notebook and ask plain questions, like what the contract says about change…
For: Contractors, trades and small firms with a pile of documents per job who want answers…
Gemini · About 20 minutes saved per lookup on a large job file.ResearchedRead-only
Book quote calls with Calendly
Let customers book a quote call straight into your calendar, with buffers, daily limits and reminders, so you stop arranging times by text.
For: Service businesses that book estimates or consultations. Once the page is live, people…
ChatGPT · Claude · The back-and-forth messages it takes to arrange one call.ResearchedActs for you
Estimate to invoice in QuickBooks
Convert an accepted estimate into an invoice in QuickBooks Online so the lines, rates and customer details carry over with no retyping.
For: Contractors and service businesses quoting jobs in QuickBooks Online. Check the converted…
ChatGPT · Claude · The retyping per invoice, plus the errors that come with it.ResearchedDrafts for you
Track the bids you sent and follow up
Build a one-sheet bid tracker with AI that flags which bids need a follow-up today, which are still waiting, and which you won or lost.
For: Contractors and small crews who send bids from a phone or laptop and lose track of which…
Claude · ChatGPT · About 30 minutes to set up, then 5 minutes a day.ResearchedAdds sheet rows
Practice it in 5 minutes
Run the job on sample data in your own AI, paste the answer, and get it checked instantly. Free, no account.
- Follow up on a quote that went quiet · about 5 min
- Log new leads from your inbox · about 7 min
- Summarize service calls and promises · about 6 min
Questions
- Which AI should I use to aI for contractors and the trades?
- The 10 setups on this page work with ChatGPT, Claude, Gemini, Grok Bot. 3 were run for real and marked Tested, starting with "Capture estimate leads and draft quote follow-ups".
- Will the AI send or change anything on its own?
- 9 of 10 setups only read, draft, or add rows to a sheet you own. 1 can act on its own, and its page says so plainly.
- Is it free?
- Yes. Every setup, with its steps, prompts and sources, is free to use. Some AI tools charge for their own plans.