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TTThe Tradie Toolkit

Tradie Quote Builder

Turn rough site notes into a clear, itemised, priced quote with options in about 10–20 minutes, using your own rates. You’ll also get a repeatable library and follow-up plan that reduces underpricing and ghosted quotes.

  • 14 steps
  • Instant delivery
  • ChatGPT · Claude · Gemini

Try step 1 free.

Copy this into ChatGPT, Claude or Gemini, fill in the [BRACKETS] and see what you get. No sign-up. The other 13 steps, examples and checklist unlock after purchase.

Setup: Define job and client

Provide: [CLIENT NAME] [CLIENT ROLE (homeowner/PM/architect)] [CONTACT DETAILS] [SITE ADDRESS] [JOB TITLE] [JOB TYPE/TRADE (e.g., electrical, plumbing, roofing)] [WORK SUMMARY IN ONE PARAGRAPH] [WORKING HOURS & ACCESS (keys, alarms, neighbours)] [YOUR CREW & SKILL MIX] [PREFERRED UNITS (e.g., mm/m, m2, m3, LM, qty)] [TARGET START/FINISH WINDOWS] [KNOWN RISKS/CONSTRAINTS (easements, heritage, asbestos, heights)] [YOUR BASE RATES SOURCE (own rate book/date)] [GST STATUS (registered/not)] [NOTES/PHOTOS LINKS].
Act as a NZ tradie estimator and turn rough info into a tight Job Profile that sets clear scope, units, and pricing context.
Work through it like this:
1) Clarify the client, site and job intent in plain terms (what’s being delivered and why). 2) Define the working footprint: spaces/areas affected, access, hours, site rules. 3) Set the measurement system and conventions from your preferences (units, rounding, typical measure sources). 4) Summarise crew capabilities relevant to this job and any plant you typically use. 5) Capture time windows and sequencing constraints that affect productivity. 6) List known risks and assumptions to be tested later, plus where your base rates come from.
Give me the output as: Job Profile with sections: A) Client & Site, B) Job Intent & Deliverables, C) Measurement Conventions, D) Crew & Resources, E) Timeframes, F) Risks & Assumptions, G) Pricing Context (base rates source, GST status). Include a one-line Job Tag for later linking.
Quality bar: Specific, measurable, and site-referable; no jargon or fluff; nothing implied.
If any field is missing or unclear, mark MISSING and list targeted questions needed to complete the Job Profile.

A real worked example.

This is the kit's own example output, unedited, for a 12 m timber boundary fence in Christchurch. The inputs were: remove the old 1.2 m fence, install new 1.5 m palings on H4 posts at 2.4 m centres, slightly sloped ground, labour $72/hr, materials at trade, $120 tipper load.

Quote: Boundary Fence Replacement · Client: S. Ng · Job Ref: FEN-118

Scope of work
1. Remove and dispose of approx. 12 m of existing fence.
2. Supply and install 1.5 m timber paling fence, H4 posts @ 2.4 m centres, rails and palings installed plumb and level to slope.

Inclusions/exclusions
Includes 1 tip run. Excludes survey/peg relocation and underground service locating.

Price summary (incl. GST)
Labour$864
Materials (allowance)$1,180
Disposal$120
Contingency (5%)$108
Total$2,272

Validity: 14 days. Start: 2–3 weeks. Payment: 40% deposit, balance on completion.

We checked the maths. $864 is 12 hours at $72/hr. Labour, materials and disposal come to $2,164, and 5% of that is $108.20, rounded to $108. $2,164 + $108 = $2,272.

Is it worth it? At NZ$24.50, the kit costs about 20 minutes of labour at the $72/hr rate in this example. If it saves you that much time writing one quote, or stops you leaving out disposal or a contingency, it has paid for itself.

Limitations. This is one sample, not your price: the figures come from the rates and notes you put in. Materials appear as a single allowance, not an itemised list. The quote says "incl. GST" but has no separate GST line, so check whether your hourly rate includes GST. The AI doesn't look up live timber prices or check council, survey or service-location rules, so check every figure before you send it.

What's inside.

A system prompt, then 14 steps you run in order, plus instructions, worked examples, fix-it prompts and a quality checklist. Full prompts unlock straight after payment.

  1. 01Setup: Define job and client
  2. 02Setup: Select trade templates and units
  3. 03Capture: Extract site facts from notes/photos
  4. 04Capture: Draft measured scope of work
  5. 05Build & Price: Quantities and allowances register
  6. 06Build & Price: Labour, materials, and plant rate sheet
  7. 07Build & Price: Price build-up and contingencies
  8. 08Review & Risk: Inclusions, exclusions, assumptions
  9. 09Review & Risk: Compliance and subcontract checks
  10. 10Review & Risk: Margin, GST, and price sanity check
  11. 11Deliver: Customer-ready quote document
  12. 12Deliver: Options and alternates sheet
  13. 13Deliver & Reuse: Follow-up plan and CRM log
  14. 14Deliver & Reuse: Update templates and item library

The details.

WHO IT'S FOR

NZ sole traders and 2–5 person crews who quote at night from site notes and photos and want consistent, defensible pricing without awkward follow-ups.

WHAT YOU'LL MAKE

  • Measured Scope of Work
  • Price Build-Up Worksheet
  • Inclusions/Exclusions/Assumptions Schedule
  • Customer-Ready Quote Document
  • Options & Alternates Sheet
  • Follow-up Script & CRM Log

HOW IT WORKS

For a fast first win, run Steps 3–4 to turn notes into a Measured Scope, then Steps 6–11 to price and output a Customer-Ready Quote.

14 steps, each building on the last: Setup: Define job and client → Setup: Select trade templates and units → Capture: Extract site facts from notes/photos → Capture: Draft measured scope of work → Build & Price: Quantities and allowances register → Build & Price: Labour, materials, and plant rate sheet → Build & Price: Price build-up and contingencies → Review & Risk: Inclusions, exclusions, assumptions → Review & Risk: Compliance and subcontract checks → Review & Risk: Margin, GST, and price sanity check → Deliver: Customer-ready quote document → Deliver: Options and alternates sheet → Deliver & Reuse: Follow-up plan and CRM log → Deliver & Reuse: Update templates and item library. Includes two worked examples, fix-it prompts and a quality checklist.

WHAT IT WON'T DO

This kit doesn’t replace a licensed quantity surveyor, engineer, or compliance specialist; accuracy depends on your inputs, and seek professional advice for structural design, compliance sign-offs, or complex multi-trade tenders.

DELIVERY

Instant email with your guided kit page and a downloadable file. Works with ChatGPT, Claude or Gemini (free or paid), including on your phone.

This is a prompt toolkit you run yourself, not software or professional advice.

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