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Projul AI Connect for Plumbers: A Complete Breakdown

Projul AI Connect lets your AI create and update plumbing records: leads, estimates, tasks, messages, and photos and files. Turn it on in "Settings" by creating an API key under "Projul AI Connect" and pasting it into your AI tool.

Each section below is one area of plumbing work, with a prompt example and a link to the how-to.

Contents

Leads and clients

Estimates and change orders

Scheduling and crews

Photos and files

Messages and call logs

What your AI cannot do yet

Where to start

Leads and clients

Your AI can add a client and a lead, set the job-site address, estimator and likelihood of sale, and move a lead through your pipeline or mark it sold or lost.

Add a lead in Projul for [Marta Whitfield], phone [(435) 555-0173]. Call it [Whitfield Water Heater Replacement] at [612 E Diagonal St]. Estimator [me], likelihood [85]%.

See How do I have my AI add a new lead? and plumbing leads and follow-ups.

Estimates and change orders

Your AI can build an estimate from a job description or one of your templates, set each line's type, quantity, unit, cost and markup, and add a change order at any estimate status.

Build an estimate in Projul for [Whitfield Water Heater Replacement] with sections [permit], [removal] and [heater and installation]. I will give you quantities and costs.

The estimate editor in Projul with the repipe section expanded showing the priced line items your ai added to whole-house estimate

See build a plumbing estimate and add a change order.

Scheduling and crews

Your AI can create tasks for rough-in, top-out, trim-out and service calls, put them on the calendar, assign people or a team, add a checklist, and mark work complete.

Move [Trim-out and set fixtures] on [Canyon Ridge Bath Addition] from [Tuesday] to [Thursday], keep the same crew, and push [Final inspection] to [Monday].

See schedule plumbing crews and jobs and create a crew and manage its members.

Photos and files

Your AI can find, read and attach photos and documents on a job, task or estimate. Uploading a new file from your device depends on the AI tool.

Upload [heater-before.jpg] and [heater-after.jpg] to [Whitfield Water Heater Replacement] in Projul, labeled [Leaking heater] and [New heater installed].

See upload a job-site photo or document.

Messages and call logs

Your AI can log a call, text or site visit on a job. Those entries are what "time since last follow-up" on "Lead pipeline" is counting.

Log on [Pruitt Whole House Repipe] that I called [Alan], reached him, and he will decide by [Friday].

See log a call, text or site visit on a job.

What your AI cannot do yet

Invoices, payments, time tracking, purchase orders, daily logs and QuickBooks are not available to your AI. It builds estimates and change orders as Drafts; publishing and sending is done by a person.

Note: The current list is kept in Which Projul features are not available to my AI yet.

Where to start

To start, follow these steps.

  1. Create your API key.
  2. the "Connect your AI" section.
  3. Confirm it is connected.
  4. Price a job.
  5. Take in a lead.
  6. Put the week on the board.
  7. Copy-paste prompts: plumbers.

Questions? Let's Chat.
support@projul.com
(844) 776-5853