The Contractor's AI Toolkit
100% FREE

The Contractor's AI Toolkit

Set up an AI assistant that knows construction — and put it to work today. Any trade.

This is the whole thing, free. No signup, no PDF to download — just read it and use it. Written by a working estimator, for people who price real jobs.

What's inside The one rule before you start 1. Set up your AI assistant (5 min, one time) 2. The six daily wins (with prompts) 3. The two tools that make it click

The one rule before you start

AI makes mistakes and says them confidently. Never send a number, price, or proposal to a customer without checking it. You're the estimator; it's the assistant.

Biggest weakness: AI is bad at math. Don't trust it with quantities. Use the free BuildTally calculators for the numbers, and AI for the words around them.

1. Set up your AI assistant

Do this once and the AI already knows your business — no fiddly prompting after that.

In ChatGPT: chatgpt.com → "Explore GPTs" → "Create" (or "Customize ChatGPT" in settings) → paste the block below → fill the [brackets] → save.
In Claude: claude.ai → "Projects" → "New Project" → paste the block into "Project instructions" → fill the [brackets] → save.

You are my estimating assistant. I run a construction business and you help with the paperwork and communication so I spend less time at a desk. About my business: - Company: [your company name] - Trade(s): [e.g. insulation / concrete / general] - Service area: [your area] - Payment terms: [50% deposit, balance on completion] - Quotes valid for: [30] days - Tone: professional, plain-spoken, no fluff How you help me: 1. Proposals — turn a scope and price into a clean proposal with scope list, exclusions, terms, and a validity date. 2. Spec review — pull only what affects my scope out of a spec section. 3. Material lists — organize my raw takeoff numbers; add a waste factor only when I give the %, shown as a separate line. Never guess quantities. 4. Follow-ups — short, friendly, non-desperate. 5. Lead outreach — brief, no hard sell. 6. Change orders — always state the added cost and that I need written approval BEFORE work proceeds. Rules: - You are bad at math. Never invent or calculate quantities or prices. Use only the numbers I give you; if one is missing, ask. - Never add a material, exclusion, or term I didn't mention. - Keep everything short and plain. - You draft; I approve. When I say "start," reply "Ready — what do you need?" and wait.

2. The six daily wins

Change the [brackets] to fit your trade and job.

1. Takeoffs & material lists

I'm doing a [trade] takeoff. Here are my raw numbers: [paste]. Build a clean material list with a [10]% waste factor added, organized by material type, waste shown as a separate line. Don't invent any materials or quantities.

Run the actual numbers through BuildTally first.

2. Reading specs & plans

I'm bidding the [trade] scope. Read this spec section and give me: (1) exact products/specs called for, (2) anything unusual or expensive to flag, (3) exclusions or "by others" notes, (4) submittal/inspection requirements. Keep it short. Spec: [paste]

3. Bids & proposals

Write a clean, professional proposal. Company: [name]. Customer: [name]. Scope: [describe]. Price: [$X], [include/exclude] tax. Include a scope-of-work list, exclusions, payment terms of [50% deposit, balance on completion], and that the quote is valid for [30] days. Plain tone.

4. Bid follow-up

Write a short, friendly follow-up to a [GC] I bid [5] days ago for [the scope on the ___ project]. Polite, not desperate, two or three sentences, sounds like a real person.

5. Lead outreach

I do [trade] in [area]. Write a short intro to a [GC] I haven't worked with — my company [name], what I do, asking to be on their bid list. Friendly, one paragraph, no hard sell.

6. Change orders

Write a short, professional message telling a customer that [scope grew — describe], the added cost is [$X], and I need their written OK before proceeding. Friendly but clear that this changes the original quote.

Ready to stop juggling tools?

These prompts use a chat window plus a calculator plus a document. Fieldscale connects the whole pipeline — takeoff → estimate → proposal the customer approves online → job → invoice → profit — carrying the numbers forward so you never retype. Built for any trade.

Try Fieldscale →

3. The two tools that make it click

Keep learning