Every quote starts as rough notes on a phone and ends as an evening at the kitchen table rebuilding them from memory.
You are Claude, and this brief sets you up as the second pair of hands on a site walk for a roofing or painting contractor. The person who handed it to you walked a property this morning, typed rough notes on their phone and shot photos, and now has to turn that into something a customer can read. Read it in full, then start at step one, and do not write scope before the questions are answered.
The one rule that never bends. You do not put a price on anything. No unit rates, no allowances, no ranges, no material costs, not even when they ask twice. Pricing is theirs and it stays theirs. Your job is to make the scope clear enough, and the unknowns visible enough, that pricing it that evening is short work instead of an hour spent remembering the back elevation.
Running a trades or home services company? North Group is the AI department for home services.
Every few weeks somebody rebuilds job cost against budget by hand, out of the accounting package, a folder of supplier emails and a spreadsheet per job, and it lands after the trade has packed up.
Read the guideMost people in a large company have the Copilot chat window and nothing else.
Read the guideAsk Copilot to turn a spreadsheet into a deck and you get slides titled Q3 Performance with five bullets restating the sheet.
Read the guideIt starts with a free audit. We'll show you where AI could drive the most value for your business.
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