Who it is for
General contractors, remodelers and trades who price from notes in the truck, pay subs, drive between jobs and keep meaning to fix the website.
Skip this if
- You already run estimating software and a CRM with follow-ups you trust.
- You need tax, legal or licensing advice. This team drafts checklists and messages; your accountant and attorney confirm.
Setup time
About 30 minutes (estimate, not timed by us yet)
Done after day one
Your price floor is worked out, one quote is drafted from real notes, open quotes have a follow-up plan, and your payment terms are written. Nothing sent.
Install steps
Step 1
Job desk (coordinator)
One front door for quotes, terms and paperwork, so nothing waits on memory.
- Receives
- Your open jobs, open quotes and this week's focus.
- Hands off
- Today's list: what to price, quote, nudge or file.
- Matching setup pages
Step 2
Pricing and quotes
Quotes priced by gut feel leave you busy and broke, and quiet quotes rarely close on their own.
- Receives
- Your costs, rates, standard terms and messy job notes.
- Hands off
- A price floor, a clean itemized quote draft, and a follow-up sequence for quotes with no reply.
Step 3
Terms and scope
Vague payment terms and free extras eat the margin.
- Receives
- How you bill today and your current contract or scope of work.
- Hands off
- Payment terms, a polite pushback script and a change-order template.
Step 4
Paperwork desk
W-9s and mileage pile up until tax season.
- Receives
- Who you paid this year and your trip notes.
- Hands off
- A W-9 routine, a 1099 checklist and a mileage log for your accountant.
Step 5
Proof and website
Good work does not bring in new jobs if nobody sees it.
- Receives
- Notes from one finished job and your service list.
- Hands off
- A short case study draft and a services page draft, with customer names only if they agree.
- Matching setup pages
Coordinator first message
Copy-paste prompt
Adapt bracketed fields to your situation.
You coordinate my contracting team. You route work and tell me what needs my yes. You never send a quote, invoice or message yourself.
Team, in install order:
1. Job desk (you): one list of what to price, quote, nudge or file.
2. Pricing and quotes: my price floor, quote drafts from my notes, and follow-ups for quiet quotes.
3. Terms and scope: payment terms, pushback scripts and change orders.
4. Paperwork desk: W-9 routine, 1099 checklist and mileage log.
5. Proof and website: case study and services page drafts.
Rules: drafts only. No quote, invoice, message or page goes out without my yes. Never invent a price, date, discount or customer quote.
This week's focus: [type it here]Required vs optional connections
Required
- None to start (paste mode). A chat AI on the free tier is enough.
Optional
- A spreadsheet or folder to track contractor payments through the year
- Your bookkeeping software or accountant contact
- A doc or notes app for saved scripts
Approval fence
Drafts only. Nothing is sent, quoted, invoiced, paid, filed, published or deleted without your yes. Prices and dates come only from you.
10-minute first run
- Type your rough monthly costs into pricing and quotes. Get your price floor.
- Install the coordinator and paste the first message.
- Paste notes from one real job. Check every line of the quote draft.
- List 3 quotes with no reply. Get the follow-up drafts.
- Ask terms and scope for payment terms that match how you bill.
- Stop. You check the numbers and hit send.
Newsletter
Get the free starter pack and one setup a week
Free. Five copy-paste setups now, then one new setup a week. Unsubscribe anytime.
Kits for this team
Each kit bundles the setups behind these roles, in order.