Job Intake & Scope Checklist
Jobs start with fuzzy scope: missing measurements, unasked questions, and surprises that turn into disputes or eaten costs.
You get
A trade-specific intake checklist for each job plus a written scope summary the customer can nod at before work starts.
- Who it's for
- Trades where a missed detail at intake becomes a fight at invoice time.
- When to use it
- Between 'we want to hire you' and the first day of work.
- What it needs
- What the customer asked for, in their words
- Your standard job types
- Your Business Profile
- What it produces
- An intake checklist and a plain-English scope confirmation draft.
- Files you receive
- Three formats, so it works with whatever you already use:
- Claude — Installable skill package (.zip). In Claude: Settings → Capabilities → Skills → Create skill → Upload a skill. Upload the ZIP without unzipping it, then turn the skill on.
- ChatGPT — Custom GPT instructions (.md). In ChatGPT: create a new Custom GPT, then paste the instructions file into the Instructions field.
- Universal — Copy-and-paste prompt (.md). Open the file, copy the whole thing, and paste it into a new chat with any AI assistant.
- Time to first result
- Catches the forgotten question before it costs you
The owner says
"New customer wants a 'privacy fence around the back' — booking the site visit Thursday."
It hands back
A site-visit checklist (property line confirmation, gate count, grade changes, utility marks, HOA rules) plus a scope-confirmation draft to send after the visit.
Illustrative example — not a customer result.
How it works
- 1Describe the job as the customer described it
- 2It generates the questions that bite when unasked
- 3After the visit, it turns your notes into a scope summary
- 4Customer confirms scope before work starts
Catches what is slipping
The question nobody asked until the crew was standing in the yard.
You show it
upcoming booked jobs
What gets flagged
- Vague scope words ('around the back', 'the usual') → clarification prompts
- Corner lots, slopes, shared structures → extra checks added
You run the visit and send the summary. It just makes sure nothing is forgotten.
What you need to run it
You need an account with an AI assistant — Claude, ChatGPT, or another. Installing skills in Claude and creating Custom GPTs in ChatGPT both need those providers' paid plans; the copy-and-paste version works on any plan. See Anthropic's help center for what your plan includes. (Last verified 2026-08-02.)
Works well with
Proposal & Quote Writer
Proposals are slow and inconsistent, so they go out late and look different every time.
You get
A clean, professional proposal draft built from your scope, pricing, and terms.
- Claude
- ChatGPT
- Universal
Example: A fencing contractor writing a proposal with options
See how it worksAppointment Reminder & No-Show Rescue
No-shows and forgotten appointments burn crew hours, and rebooking them is awkward enough that it often doesn't happen.
You get
Drafted reminder messages for upcoming appointments and a graceful rebooking draft for every no-show.
- Claude
- ChatGPT
- Universal
Example: A mobile detailer with a Saturday of bookings
See how it works