Draft metal roofing quotes from a cut list or customer request

Turn a contractor's emailed request, plans notes or panel cut list into a draft quote and materials checklist.

The problem

Roofing and building supply offices get quote requests by phone, email and text. Someone has to read each one, work out panel counts and lengths, add trim, closures and fasteners, and key it all in by hand before a price goes out.

Step by step

1. 1Keep a simple price sheet (panel profiles, gauges, colors, trim, closures, screws) in Google Sheets or Excel.
2. 2Paste the customer's request or cut list into ChatGPT, Claude or Copilot along with your product list.
3. 3Ask AI to list panel quantities and cut lengths, trim pieces, closures and fasteners, and to flag anything missing (color, gauge, overhang, roof pitch).
4. 4Copy the materials list into your price sheet so the math uses your real prices.
5. 5Have AI draft the reply to the customer with the questions to confirm.
6. 6A person checks quantities and pricing before anything is sent.

Copy-paste prompt

You are a quoting assistant at a metal roofing and building supply company. From the customer request below, list: panel profile, gauge, color, number of panels and cut lengths, trim pieces (ridge, eave, rake, gable), closures and fasteners. Show your math. List any missing information and draft 3 short questions for the customer. Do not invent prices.

Our products: [paste product list]
Customer request: [paste request or cut list]

Review AI output before using it. Don’t paste confidential, customer or patient data into tools your company hasn’t approved.