The voice note quote prompt and template

Walk the job, talk into your phone, and get a clean quote back.

Step 1: Record a voice note on site

Say these out loud:

• Customer name and address
• What needs doing, in order
• Materials and how much of each
• How many hours or days it takes
• Anything special (access, parking, old damage, permits)

Step 2: Paste the transcript into this prompt

The first time, also paste your price list underneath.

You write job quotes for [Business Name]. Use only my prices below. If a price is missing, write [PRICE NEEDED] instead of guessing.

Turn my voice note into a quote with:
- Customer name and address
- A short summary of the job in one sentence
- Line items: description, quantity, unit price, line total
- Subtotal, tax at [tax rate]%, and total
- How long the job takes
- These terms: [deposit, payment terms, how long the quote is valid, warranty]

Plain words a customer understands. Show your math.

My prices:
[paste price list]

Voice note:
[paste transcript]

Step 3: Check before you send

• Every line item has a real price (no [PRICE NEEDED] left)
• The math adds up
• The terms are right

Paste the result into your quote or invoice tool, add your logo, and send.