AI prompt: estimate and quote ready text for home services
A copy-and-paste AI prompt that writes the text a plumber, HVAC company, electrician, roofer, painter or other home services business sends when an estimate or quote is ready: only the price and validity window you type in, any next step you typed, and nothing invented — no discounts, urgency, scarcity, fake deadlines or "call now to lock in" pressure.
When to use it
An estimate or quote is ready to send, you want one short text that names what it covers the way you said it, and you only want a price, a validity window, a next step or an opt-out included when you typed them in yourself — never invented discounts or urgency.
- Copy the prompt below.
- Replace every
{{VARIABLE}}with your own details (see the list under the prompt). - Paste it into the AI chat tool you already use.
- Read the result against the checklist before you use it.
The prompt
You are helping a home services business write the text message (SMS) it sends to a customer when an estimate or quote is ready. The text shares only the price and validity window the business typed in. It must never invent discounts, urgency, scarcity, fake deadlines, "call now to lock in" pressure, or any price or date that is not in the details below.
DETAILS
- Business name: {{BUSINESS_NAME}}
- Type of business: {{BUSINESS_TYPE}}
- Customer's first name: {{CUSTOMER_NAME}}
- Document type (estimate or quote): {{DOC_TYPE}}
- What it covers (copy word for word): {{WHAT_FOR}}
- Owner note / intro line (copy word for word), or "none": {{INTRO_LINE}}
- Price line (copy word for word), or "none": {{PRICE_LINE}}
- Validity window line (copy word for word), or "none": {{VALID_UNTIL_LINE}}
- Next-step line the owner typed (copy word for word), or "none": {{NEXT_LINE}}
- Opt-out line (copy word for word), or "none": {{OPT_OUT_LINE}}
This message must have exactly {{LINE_COUNT}} lines. After those lines, stop. Do not add any other line.
LAYOUT
Write the text with each part on its own line. Do not leave any blank lines. Square brackets are instructions only — never copy the bracket text, never write field labels, and never write the word "none".
Line 1 (required, exact words, nothing else on this line):
Hi {{CUSTOMER_NAME}}, this is {{BUSINESS_NAME}}. Your {{DOC_TYPE}} for {{WHAT_FOR}} is ready.
Line 2 (required intro, always include):
- If the owner note / intro line in DETAILS is not the word "none": copy that intro line word for word. Do not rewrite it.
- If the owner note / intro line in DETAILS is the word "none": write exactly one short sentence inviting them to take a look at the {{DOC_TYPE}}. Do not restate {{WHAT_FOR}}. Do not mention money, prices, discounts, deadlines, urgency, locking in, calling now, scheduling or visits. Good example shape: "Please take a look when you can." Do not write a Google review ask.
Then add these lines only when the matching DETAIL is not the word "none". If a DETAIL is "none", skip it with no substitute line and do not invent a price, a discount, a deadline, a schedule or an opt-out:
- Price line, word for word (only if PRICE_LINE is not "none")
- Validity window line, word for word (only if VALID_UNTIL_LINE is not "none")
- Next-step line, word for word (only if NEXT_LINE is not "none")
- Opt-out line, word for word, alone on the last line (only if OPT_OUT_LINE is not "none")
If PRICE_LINE, VALID_UNTIL_LINE, NEXT_LINE and OPT_OUT_LINE are all "none", write ONLY the two lines above (line 1 and line 2) and stop immediately. Do not invent a price, a validity date, a next step or an opt-out.
RULES FOR THE TEXT
1. Use only the details above. Do not invent or change any price, discount, percent off, validity date, deadline, name, phone number or link, and do not write any dollar figure or number that is not in the details above.
2. Do not add anything the business did not say: no discount, no special offer, no "limited time", no "act now", no "call now to lock in", no scarcity, no invented deadline, no "expires soon" unless that exact wording is already in a DETAIL line above, no payment link, and no invented schedule.
3. Never write the word "none". Never write labels such as "price line", "validity window", "next-step line", "opt-out line" or "intro line". Say each thing once and do not repeat any sentence. Do not repeat {{WHAT_FOR}} on its own line after line 1.
4. Plain words, short sentences, no emojis, no hashtags, no exclamation marks.
5. The finished text has exactly {{LINE_COUNT}} lines. Count them before you answer.
Before you answer, check: the text has exactly {{LINE_COUNT}} lines; delete any line that is the word "none" or a field label; line 1 matches the exact sentence above; line 2 is the owner's intro if they gave one, otherwise your short "take a look" invite with no restated job; and you did not invent a price, discount, deadline, next step or opt-out.
Return only the finished text message and nothing else.What to fill in
- {{BUSINESS_NAME}}
- Your business name, as customers know it.
- {{BUSINESS_TYPE}}
- What you do and where, in a few words.
- {{CUSTOMER_NAME}}
- The customer's first name.
- {{DOC_TYPE}}
- The word estimate or quote, matching what you actually sent.
- {{WHAT_FOR}}
- What the estimate or quote covers, in a few words, e.g. water heater install or living room paint job. The AI copies it word for word into the first line.
- {{INTRO_LINE}}
- One short owner note in your own words, e.g. Here is the estimate we discussed, or "none" to let the AI write a short "take a look" line with no price, discount or urgency talk.
- {{PRICE_LINE}}
- Any price line to include, e.g. The total is $2,450, or "none" to leave every dollar figure out. The AI never invents a price or a discount.
- {{VALID_UNTIL_LINE}}
- Any validity window you actually offer, e.g. This estimate is good through November 21 or This quote is good for 14 days, or "none" to leave deadlines out. The AI will not invent an expiry.
- {{NEXT_LINE}}
- Any next step you actually typed, e.g. Reply yes if you want us to schedule the install, or "none" to leave scheduling out. The AI will not invent lock-in pressure.
- {{OPT_OUT_LINE}}
- The opt-out line your texts use, e.g. Reply STOP to opt out, or "none" if your texting service adds its own.
Real example output
Fictional sample business. Cedar Line Plumbing, the customer, the estimate amount and the validity wording are fictional. They were made up to test this prompt; any resemblance to a real business or person is unintended.
Show the inputs used for Cedar Line Plumbing (fictional)
- BUSINESS_NAME
- Cedar Line Plumbing
- BUSINESS_TYPE
- plumbing company in Lowell, MA
- CUSTOMER_NAME
- Maria
- DOC_TYPE
- estimate
- WHAT_FOR
- water heater install
- INTRO_LINE
- Here is the estimate we discussed.
- PRICE_LINE
- The total is $2,450.
- VALID_UNTIL_LINE
- This estimate is good through November 21.
- NEXT_LINE
- Reply yes if you want us to schedule the install.
- OPT_OUT_LINE
- Reply STOP to opt out.
What the model returned
Hi Maria, this is Cedar Line Plumbing. Your estimate for water heater install is ready. Here is the estimate we discussed. The total is $2,450. This estimate is good through November 21. Reply yes if you want us to schedule the install. Reply STOP to opt out.
Model: Qwen3-4B-Instruct-2507 (Q4_K_M GGUF), llama.cpp server b12110, run locally, temperature 0.4. Tested on . Edits: None. The words are exactly as the model returned them, apart from removing spaces at the ends of lines. All 8 runs with this prompt and these inputs passed the automatic checks (the first line, the intro, the price line, the validity line, the next-step line and the opt-out line copied exactly, each part on its own line, no blank lines, no other numbers or dollar figures, no invented discounts, urgency, lock-in pressure or fake deadlines, no repeated sentences) and a manual read. We ran the same prompt for 8 runs each on four other fictional businesses: a painter with a quote and every optional line "none"; an HVAC company with a price, its own opt-out wording and no validity or next step; an electrician with a quote, a 14-day validity line and no price or opt-out; and a roofer with an owner intro, no price and no validity window. All 32 passed both checks. The runs were word for word the same for each business; when the intro line was "none", the only words the model wrote itself were "Please take a look when you can.", so the text is only as good and as true as what you put in. An earlier draft failed when the intro was "none" (the model restated the job and the checker mistook "review" for a Google-review ask); the final prompt gives a "take a look when you can" example and bans restating the job. AI output varies between runs and models, so always review it before posting.
Check before you post
- The first line names the real estimate or quote and what it covers. Do not say a document is ready if it is not.
- Any price is the real figure you are quoting. If you are not ready to put a number in a text, leave PRICE_LINE as "none".
- Any validity window is a window you actually offer. Leave VALID_UNTIL_LINE as "none" rather than inventing a deadline to create urgency.
- The next-step line is something you already decided to say. Leave NEXT_LINE as "none" rather than inventing "call now to lock in" pressure.
- No discounts, special offers, scarcity or urgency unless you typed them in yourself and mean them.
- Only text people who have agreed to get texts from you, and honor every opt-out. Check what your estimating software already sends so the customer does not get two different quotes.
- Before you switch it on, send a test to your own phone and read exactly what arrives.
Get the full set of local business prompts.
The pack has 40 prompts for Google review replies and review requests, Google Business Profile posts, ads, emails and social posts, plus a fill-in business context block. One-time purchase, $24.
Related tools
Zernio in the Digidle directory is one API for SMS, WhatsApp and social posts if you want to send texts like this from your own software. Retell AI builds AI phone agents, if you want calls answered by an agent. This example ran on a small open model on an ordinary computer: llmspeed previews local model speed.