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New Resource Coming: AI Prompt Workflow for Roofing Contractors
I’ve been working on a new resource built specifically for roofing contractors, estimators, and project managers. It’s called: AI Prompt Workflow for Roofing Contractors Lead Intake to Closeout This is not just a random list of AI prompts. The goal is to help roofers use AI in a real construction workflow, from the first lead all the way through closeout. It walks through things like: - Lead intake - Qualifying the project - Requesting drawings and specs - Reviewing tender requirements - Reviewing specs, addenda, and RFIs - Takeoff and estimating support - Building scopes of work - Proposal wording - Clarifications and exclusions - Award and startup - Submittals - Change orders - Progress billing - Closeout documents - Warranty and final follow-up The big thing I wanted to solve was this: A lot of people try AI once, get a generic answer, and think it does not work. But most of the time, AI needs better information first. So this guide shows what to attach, paste, type, or voice-to-text before running each prompt. Examples: - Drawings - Specifications - Addenda - RFIs - Email threads - Rough notes - Rough Excel takeoffs - Scope notes - Change order backup - Progress billing information - Safety requirements - Warranty requirements - Closeout requirements Then it gives the prompt, what the AI should return, what to check, and what the next step should be. The goal is simple: Help roofing contractors start using AI the same day in a practical way that supports estimating, project management, and office work. I’ll be sharing more about it soon. Drop a comment if you’ve tried using AI for roofing, estimating, proposals, or project management yet.
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Are you interested
Happy weekend to you Brandon😊 @Brandon Saikaley Thanks for accepting me into the group! Love the space you are building. I actually spend a lot of time helping community leaders in helping their Skool communities grow at an early stage and keep members active. Since you’re just getting started, would you be open to a few quick growth ideas I put together for you? No pitch or strings attached, just happy to share what's working well for other new communities right now. I’d be happy to share some of my past work and client testimonials to show what I can do if you're interested. Thanks for you time!
Coming Soon: Starting The Project
I’m working on another free starter course called Starting The Project. This will focus on what to do when a roofing project is ready to start on site, including: • Pre-construction meeting review • Mobilization • Site setup • Safety setup • Crew kickoff • Material delivery • Equipment and access • Daily reports • First-day documentation A lot of project problems start in the first few days, so this course will be about getting the job started properly.
Where Roofing Bids Start Losing Trust
Most estimating problems do not begin with the final number. They begin earlier: • A missing drawing or addendum • A roof area that was never confirmed • A scope item carried as an assumption • Labour based on the wrong conditions • An exclusion nobody noticed • A proposal released before the estimate was truly ready By the time the price looks wrong, the real mistake may be several steps behind it. That is why I’m building my roofing workflow around checkpoints—not just calculations. Each stage should answer one question: “Do we have enough reliable information to move forward?” For the estimators, project managers, and contractors here: where does your estimating process usually start losing your trust? Takeoff, scope review, costing, proposal writing, or the final handoff?
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New Course Is Live
Hey everyone, I just added a new course to the Classroom: How to Use the AI Prompt Workflow for Roofing Contractors I built this to show you how to actually use the PDF guide and the copyable prompt library together. The course walks through how to: - choose the right prompt - attach drawings, specs, emails, notes, takeoffs, and other project information - use voice-to-text from the field - run the main prompt properly - edit the first answer instead of starting over - use the workflow from the first lead right through to billing and closeout - check the AI output before you use or send anything The goal is not to make anyone an AI expert. It is to help roofers, estimators, PMs, and office staff start using AI in a practical way for real work. The course is now live in the Classroom. Start with Lesson 1: Start Here and work through it in order. Drop a comment and let me know the first roofing task you want AI to help you with.
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From The Field To The Office
skool.com/from-the-field-to-the-office-2974
Practical AI training for roofing contractors. Learn the right tools and improve your workflow from lead intake through project closeout.
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