Tutorial 7 · 12 min read · Best with Claude or ChatGPT (free plans)
Draft a scope of works
Most job arguments come from what wasn't written down. A clear scope of works — what's in, what's out, and what happens if things change — saves headaches, especially on bigger jobs.
What you'll need
- Your site notes or voice note
- Any plans or photos
- Your standard exclusions (e.g. painting, council fees, electrical by others)
Step 1: List what you know
Jot down the stages of the job, materials, who supplies what, and anything you're unsure of.
Step 2: Ask AI to draft the scope
Copy this prompt and fill in the [square brackets]:
Draft a plain-English scope of works for a residential [job type] in [town]. Use headings: Overview, Work included (numbered), Not included, Customer to supply/arrange, Assumptions, Variations (how changes are priced and approved in writing), Timeframe. Use only these details: [paste notes]. List anything unclear under "Questions to confirm".
Step 3: Go through 'Not included' carefully
This is the most valuable section. Add anything that customers commonly assume — rubbish removal, making good, painting, consents.
Step 4: Check against your trade rules
AI doesn't know your local building code, wiring rules or consent requirements. Check technical details yourself.
Step 5: Attach to your quote
Paste the scope into your quote or attach it as a PDF, and get the customer to accept it in writing.
Checklist
- ☐ Included and not-included both listed
- ☐ Variation process written down
- ☐ Questions to confirm sorted before sending
- ☐ Accepted in writing
Common mistakes to avoid
- Vague words like 'tidy up' — say exactly what
- Leaving consents or fees unmentioned
- Relying on AI for code or compliance details