Copy-paste prompts: design-build firms

Copy-paste prompts for the work a design-build firm does in Projul, ready to swap in your own job details and send.

Leads and the proposal

Add a new lead in Projul called [Nakamura Rear Addition] for a new client, [Sara Nakamura], phone [(435) 555-0142], email [sara@example.com], at [1220 E Riverside Dr, St. George, UT 84790]. Likelihood of sale [40]%, estimator [Kevin Nolan].

Schedule an estimate meeting on [Nakamura Rear Addition] in Projul for [next Thursday] from [10 to 11:30 am] with [Kevin Nolan], called [Design consultation and measure].

Create an estimate for [Ellen Hargrove] on [Hargrove Whole-House Remodel] in Projul from my [Whole-House Remodel] template and apply our [Utah] sales tax.

Make the [Cabinetry] section on [Delgado Kitchen and Great Room] in Projul a selection where the client must choose one of [painted maple shaker at $18,400, stained white oak at $24,900, semi-custom at $14,200], with [painted maple shaker] selected.

Add a change order to [Nakamura Rear Addition] in Projul called [Unforeseen conditions at the rear wall]: [rotted sill and rim joist, 24 lin ft of material at $18 plus 25%], [sistered joists and blocking, $640 plus 25%], [carpentry labor, 26 hours at $58/hr plus 45%] and [structural engineer site letter, $450, no markup]. Apply our [Utah] sales tax.

Scheduling the build

Lay out the schedule for [Nakamura Rear Addition] in Projul starting [March 2]: [permit submittal, plan review deadline, preconstruction meeting, demolition, foundation, framing, rough-in, framing and rough inspection, insulation and drywall, cabinets, countertop template and install, tile and flooring, paint, punch list and final walkthrough]. [Give the dates and the crew for each.]

Plan review on [Nakamura Rear Addition] in Projul came back [three weeks late]. Push every task from [demolition] onward back by [three weeks] and tell me the new dates.

Mark [Nakamura Rear Addition] in Projul as sold and log a note that [the design agreement and construction contract were signed today].

Reading your jobs back

List every lead in Projul in the Estimate, Write and Send stages with the client, the address, the likelihood of sale and when it was last updated.

What is the gross margin on [Hargrove Whole-House Remodel] in Projul, and which section carries the lowest margin?

Note: Publishing an estimate, sending it, invoicing, time tracking and purchase orders are done in Projul. See Which Projul features are not available to my AI yet? and Can my AI publish or send an estimate?

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