The Skilled Trades Business Library Off the truck, out of the office.

Takes your job scope, material costs, and labor hours and formats them into a structured estimate with subtotals and a total. Use it when you have done your own takeoff and pricing and need to pull it into a clean, reviewable document before you write the customer proposal.

## Context
You help a [TRADE TYPE] contractor build a job estimate. The contractor is [COMPANY NAME]. The job is [JOB DESCRIPTION]. This is a [JOB TYPE: residential / commercial / service call / new construction] job.

Here are the inputs from the contractor's own takeoff and supplier quotes:

Materials:
[MATERIAL LIST WITH COSTS]

Labor:
[LABOR HOURS AND RATE PER TASK]

Other costs (permits, equipment rental, subcontractors, disposal):
[OTHER COSTS]

Markup or margin applied to materials: [MATERIAL MARKUP PERCENT]
Markup or margin applied to labor: [LABOR MARKUP PERCENT]

## Task
Build a structured estimate with the following sections:
1. Materials subtotal (list each line, then sum)
2. Labor subtotal (list each task with hours and rate, then sum)
3. Other costs subtotal
4. Applied markup or margin per section
5. Project total
6. A brief scope summary (two to four sentences) pulled from the job description

Show every number. Do not hide any line.

## Standards
- Use only the numbers the contractor provided. Do not invent prices, quantities, hours, or rates.
- Show the math for each subtotal so the contractor can recheck it.
- If a material cost or labor rate is missing, flag it with [MISSING] and do not compute that subtotal.
- Do not apply markup if the markup fields are blank. Ask first.
- This is an internal working document, not the customer proposal. Plain formatting, no marketing language.
- If any input is missing or ambiguous, ask before building the estimate.

Sample output. Generated by AI from sample inputs:

Job Estimate: Ridgeline Electric
Job: Delgado kitchen remodel panel upgrade and circuit additions
Job type: Residential

Materials
| Item | Qty | Unit cost | Line total |
|---|---|---|---|
| 200A main panel (Square D QO) | 1 | $320.00 | $320.00 |
| 20A breaker | 4 | $12.50 | $50.00 |
| 12/2 NM-B cable (250 ft roll) | 2 | $68.00 | $136.00 |
| GFCI outlet, 20A (6-pack) | 1 | $54.00 | $54.00 |
| Misc hardware and connectors | lot | n/a | $42.00 |
Materials subtotal: $602.00
Markup (25%): $150.50
Materials with markup: $752.50

Labor
| Task | Hours | Rate | Line total |
|---|---|---|---|
| Panel swap and terminations | 6 | $95.00 | $570.00 |
| Run four new circuits | 4 | $95.00 | $380.00 |
| Install GFCI outlets and covers | 2 | $95.00 | $190.00 |
Labor subtotal: $1,140.00
Markup (15%): $171.00
Labor with markup: $1,311.00

Other costs
| Item | Cost |
|---|---|
| Electrical permit | $125.00 |
Other costs subtotal: $125.00

Project total: $2,188.50

Scope summary: Panel upgrade from 100A to 200A service, replacement of existing main panel, and installation of four new 20A branch circuits for the Delgado kitchen remodel. Includes all materials, labor, and permit fee. Excludes drywall repair and painting.

Turns your internal job estimate into a clean, professional customer-facing bid that states the scope, price, exclusions, and terms. Use it after you have finalized your numbers and need a document you can send or hand to the customer.

## Context
You help a [TRADE TYPE] contractor write a customer bid proposal. The contractor is [COMPANY NAME], license number [LICENSE NUMBER]. The customer is [CUSTOMER NAME] at [JOB ADDRESS]. The job is [JOB DESCRIPTION].

Finalized estimate figures (already reviewed and approved by the contractor):
- Total price: [TOTAL PRICE]
- Payment terms: [PAYMENT TERMS]
- Estimated start date: [START DATE]
- Estimated completion: [COMPLETION DATE OR DURATION]

Scope items to include:
[SCOPE LIST]

Exclusions:
[EXCLUSIONS LIST]

Allowances or assumptions (materials the customer may select or costs that may vary):
[ALLOWANCES]

Warranty or workmanship guarantee (exact wording from the contractor):
[WARRANTY]

## Task
Write a one to two page customer bid proposal with these sections:
1. Header: contractor name, license, customer name, job address, date, and a proposal number placeholder
2. Scope of work: clear plain-language list of what is included
3. Exclusions: what is not included and what triggers an additional cost
4. Allowances and assumptions
5. Price and payment terms
6. Schedule
7. Warranty (exact wording as provided)
8. Acceptance line: customer signature, date, and a note that acceptance constitutes a contract

## Standards
- Use only the price, dates, and terms the contractor provided. Never invent a figure or a date.
- Plain professional language. No sales language or guarantees beyond what the contractor stated.
- The warranty section must use the contractor's exact wording. Do not soften or expand it.
- Note that this proposal does not constitute legal advice; the contractor should have any contract reviewed by qualified counsel.
- If scope, price, or payment terms are missing, ask before writing the proposal.

Sample output. Generated by AI from sample inputs:

BID PROPOSAL
Ridgeline Electric | License No. EC-48821
Date: June 13, 2026 | Proposal No. 2026-047

Customer: Maria Delgado
Job address: 4412 Creekside Dr., Millbrook, CO 80401

Scope of work
Ridgeline Electric proposes to furnish all labor and materials to complete the following at the job address:
- Upgrade existing 100A main panel to 200A service (Square D QO series)
- Install four new 20A branch circuits for kitchen appliances
- Install GFCI-protected outlets at all kitchen countertop locations per current code
- Obtain and post the required electrical permit
- Final inspection and sign-off by county inspector

Exclusions
The following are NOT included in this proposal:
- Drywall repair or painting after wire runs
- Any work outside the kitchen and utility room
- Corrections to pre-existing code violations found during work (priced separately if discovered)

Allowances and assumptions
- Panel location remains at current utility room wall. Relocation, if required, is priced separately.
- Work assumes accessible attic space for cable runs. If access is blocked, additional hours apply.

Price and payment terms
Total price: $2,188.50
- Deposit due at signing: $875.00 (40%)
- Progress payment at rough-in completion: $875.00
- Balance at final inspection: $438.50

Schedule
Estimated start: July 7, 2026
Estimated completion: 2 days from start, weather and inspection schedule permitting

Warranty
Ridgeline Electric warrants all labor for one year from the date of final inspection. Manufacturer warranties apply to all materials.

Acceptance
By signing below, the customer accepts this proposal and authorizes Ridgeline Electric to proceed. This signed proposal constitutes a contract between the parties.

Customer signature: ___________________________ Date: ___________

Note: This proposal does not constitute legal advice. Consult qualified counsel before using this or any proposal as a binding contract.

Turns your raw site-walkthrough notes into a structured estimate draft. Use it right after a site visit when your notes are fresh and you need to get numbers on paper fast.

## Context
You are a writing and organizing assistant for [YOUR NAME OR COMPANY], a [TRADE TYPE, e.g., licensed electrician, HVAC contractor, plumber] serving [SERVICE AREA]. You help turn raw field notes into a clear estimate draft the contractor reviews and prices before sending to the customer.

The customer: [CUSTOMER NAME], job site: [JOB SITE ADDRESS].
Walkthrough date: [WALKTHROUGH DATE].
Raw notes from the walkthrough: [WALKTHROUGH NOTES, paste everything you wrote, typed, or recorded].

## Task
Organize the walkthrough notes into a structured estimate draft with these sections:
1. Scope summary: two to four sentences describing the work in plain language the customer understands.
2. Line items: each distinct task or material need on its own line, labeled clearly. Leave the price column blank, the contractor fills that in.
3. Clarifications needed: items from the notes that are ambiguous, missing a measurement, or need a decision before pricing.
4. Questions for the customer: anything that requires a customer answer before the estimate is final.

## Standards
- Use the exact scope and items from my notes. Do not add tasks, materials, or quantities I did not mention.
- Do not invent prices, measurements, material quantities, or code requirements. Leave those blank for me to fill.
- If a note is unclear, put it in the clarifications section rather than guessing.
- Plain language throughout. Use trade terms the customer will understand, or add a short plain-language note after each.
- Prices, material quantities, and code requirements must come from my own takeoff, supplier quotes, and the locally adopted code, not from you.
- If any named input above is missing or ambiguous, ask me before drafting.

Sample output. Generated by AI from sample inputs:

Customer: Maria Delgado
Job site: 4412 Ridgecrest Drive, Tucson, AZ
Walkthrough date: June 10, 2026
Prepared by: Ridgeline Electric

Scope summary
Install a 240V dedicated circuit for a new EV charger in the attached garage. Run conduit from the main panel to the garage wall. Mount a customer-supplied Level 2 charger. Customer is also asking about adding two exterior GFCI outlets on the back patio.

Line items
1. Dedicated 240V / 50A circuit, panel to garage ___
2. Conduit run, panel to garage (approx. distance TBD) ___
3. GFCI breaker or protection per code ___
4. Mounting and connection of customer-supplied Level 2 EVSE unit ___
5. Two exterior GFCI outlets, back patio (separate scope, price separately if approved) ___
6. Permit (if required by jurisdiction) ___
7. Drywall patch or conduit cover, if open-wall run not approved by customer ___

Clarifications needed
- Exact distance from panel to garage wall not recorded. Confirm and price conduit run.
- Panel capacity for a 50A breaker not confirmed. Review panel at install or return visit.
- Customer-supplied charger model not noted. Confirm mounting dimensions before install date.

Questions for the customer
- Do you want the patio outlets included in this estimate, or as a separate quote?
- Are you open to surface conduit on the garage wall, or do you want a concealed run?

Drafts a short written summary of what was done on a job, sent to the customer after the work is finished. Use it to confirm completed work, reinforce professionalism, and reduce callback calls asking what was done.

## Context
You are [YOUR NAME OR BUSINESS NAME], a [TRADE, e.g., licensed electrician, HVAC technician, plumber]. You just finished a job for [CUSTOMER NAME] at [JOB ADDRESS]. Work completed: [WORK COMPLETED, list what was done, including any materials installed or replaced]. Any issues found but not addressed today: [DEFERRED ITEMS, or write "none"]. Any follow-up needed: [FOLLOW-UP, e.g., "customer should call if the breaker trips again," or write "none"]. Invoice or payment reference: [INVOICE NUMBER OR PAYMENT CONFIRMED].

## Task
Write a job completion summary to send the customer. Cover:
- A plain-language summary of what was done.
- Any items found but not fixed today, and why (if I listed any).
- Any follow-up the customer should watch for or do.
- A thank-you and your contact info for questions: [YOUR PHONE OR EMAIL].

## Standards
- Under 200 words.
- Write in plain language the customer can read and save. No trade jargon unless the customer needs it for warranty records.
- Do not add work that is not on my list. Do not invent materials, findings, or recommendations I did not supply.
- Do not state costs, warranty terms, or code compliance claims unless I provided them.
- If there are deferred items, describe them factually. Do not diagnose causes or promise outcomes.
If the work completed list is missing or unclear, ask before drafting.

Sample output. Generated by AI from sample inputs:

Subject: Work completed at your home today - Ridgeline Electric

Hi Mrs. Delgado,

Here is a summary of what we completed today at 2241 Fairview Lane:

- Replaced the failed 200-amp main breaker in the panel
- Tested all circuits and confirmed proper operation
- Installed a new GFCI outlet in the garage to replace the non-functioning one

One item we noted but did not address today: the outdoor weatherhead shows some wear and may need attention within the next year or two. It is not urgent, but worth watching. We can quote that separately when you are ready.

Payment received per invoice #2847. Thank you for having us out, and for the coffee.

If anything comes up or you have questions, call or text me at (512) 555-0182.

Dan Kowalski
Ridgeline Electric

Drafts a clear, calm message to a customer explaining that additional problems were found during the job. Use it any time the scope changes after you open a wall, pull a panel, or get into the work.

## Context
You are helping [TRADE/COMPANY NAME], a [TRADE TYPE - e.g., licensed electrician, plumbing contractor] write a message to their customer [CUSTOMER NAME]. The job started as [ORIGINAL SCOPE]. After opening up the work, the tech found these additional problems: [ADDITIONAL PROBLEMS FOUND]. The customer is on site / not on site: [ON SITE STATUS].

## Task
Write a short message to the customer that:
- States what was found, in plain terms the customer can understand. No jargon.
- Explains briefly why it matters and why work cannot safely or legally proceed without addressing it.
- Gives the customer three things: what it will cost to fix, approximately how much time it adds, and what happens if it is left as-is.
- Asks the customer for a decision: proceed with the additional work, or stop here.
- Closes with a direct contact number or reply method: [CONTACT METHOD].

## Standards
- Under 200 words. Short sentences. Plain trade language.
- Do not invent prices, time estimates, material quantities, or code citations. Use only what I provide above.
- Do not diagnose causes or predict outcomes beyond what the tech observed.
- No blame toward the customer, the previous contractor, or the manufacturer.
- If local code or safety is mentioned, it must come from information I provide, not from the AI.
- End with a clear ask: proceed or stop. No ambiguous close.
If the additional problems, the cost, or the on-site status above are missing or unclear, ask before drafting.

Sample output. Generated by AI from sample inputs:

Hi Mrs. Garza,

We opened the wall at the master bathroom and found more than a leaking P-trap. The drain line has a section of corroded galvanized pipe about 18 inches long that is down to roughly half its original wall thickness. It will fail, and soon.

We can replace that section now while we are in the wall. Cost to add this: $285 in parts and labor. It adds about 45 minutes to today's job.

If we leave it, the existing leak repair will hold, but that galvanized section is a separate failure waiting to happen. You would be looking at another service call and another opened wall when it goes.

We are paused right now waiting on your call. Let us know how you want to proceed and we will get moving.

Call or text Mike at (555) 410-2200.

Ridgeline Plumbing

Turns your job notes into a complete, ready-to-print work order. Use it before you send a crew to a job so every tech has the same clear instructions and the paperwork trail starts clean.

## Context
You help tradespeople produce clean field documents. I am [YOUR NAME OR COMPANY NAME], a [TRADE TYPE] contractor. I need a work order for [CUSTOMER NAME] at [JOB SITE ADDRESS]. The job is scheduled for [SCHEDULED DATE]. My raw notes about the scope:

[JOB SCOPE NOTES]

Labor and materials I plan to use, with prices from my own estimates:

[LABOR AND MATERIAL LIST]

Any special instructions, access details, or hazards:

[SPECIAL INSTRUCTIONS]

## Task
Build a complete work order with these sections:
1. Header: company name, customer name, job site address, work order number (use [WORK ORDER NUMBER]), scheduled date, assigned tech or crew.
2. Scope of work: clear numbered steps drawn from my notes. Plain language. Nothing added that I did not mention.
3. Materials list: item, quantity, unit, unit price, and line total. Do not invent quantities or prices.
4. Labor: hours and rate as I provided, with a total.
5. Estimated job total: sum of materials and labor. Show the math.
6. Special instructions and site notes.
7. Authorization line: space for customer signature, printed name, and date.

## Standards
- Use only the numbers I provided. Never invent quantities, prices, or hours.
- If a field is missing, insert a placeholder in brackets rather than guessing: for example, [UNIT PRICE TBD].
- Scope steps must be numbered and specific. No vague phrases like "install as needed."
- Professional but plain. No filler sentences.
- This document is not a contract or a legally binding agreement. Do not add legal language.
- Prices, measurements, and code requirements must come from my own takeoff, supplier quotes, and the locally adopted code, not from you.

If any required input is missing or ambiguous, ask me before drafting.

Sample output. Generated by AI from sample inputs:

RIDGELINE ELECTRIC LLC
Work Order #WO-2024-041

Customer: Maria Delgado
Job Site: 4812 Creston Ave, Hartwell, GA 30643
Scheduled Date: September 14, 2024
Assigned Tech: T. Okafor

---

SCOPE OF WORK

1. Replace failed 200A main breaker in existing panel (Square D QO).
2. Pull and install new 30A dedicated circuit, 10 AWG copper, for laundry room dryer.
3. Install one NEMA 14-30R outlet at dryer location.
4. Label new breaker and update panel directory.
5. Test all work before leaving site.

MATERIALS

| Item | Qty | Unit | Unit Price | Total |
|---|---|---|---|---|
| Square D QO 200A main breaker | 1 | ea | $148.00 | $148.00 |
| 10 AWG copper wire | 40 | ft | $1.20 | $48.00 |
| NEMA 14-30R outlet | 1 | ea | $22.00 | $22.00 |
| Conduit, connectors, misc | 1 | lot | $18.00 | $18.00 |
| Materials subtotal | | | | $236.00 |

LABOR

| Description | Hours | Rate | Total |
|---|---|---|---|
| Electrical tech | 3.0 | $95.00/hr | $285.00 |

ESTIMATED JOB TOTAL

Materials: $236.00
Labor: $285.00
Total: $521.00

Note: Prices above are from contractor takeoff and supplier quote dated 09/10/2024. Final invoice may vary if scope changes.

---

SPECIAL INSTRUCTIONS

- Panel is in the garage. Customer leaves side gate unlocked by 8 a.m.
- Permit #E2024-3371 posted at panel. Call for inspection before cover.
- Customer allergic to pet dander; two dogs are kenneled during work.

---

AUTHORIZATION

By signing below, the customer authorizes Ridgeline Electric LLC to perform the scope of work above.

Customer signature: _________________________  Date: ___________
Printed name: _________________________

Drafts a clear, professional RFI to a general contractor or architect when you need a specification clarified before proceeding. Use it whenever missing or conflicting information on the drawings or specs would force a rework or a guess.

## Context
You are helping a trade subcontractor write a Request for Information (RFI) to the general contractor or architect of record on a construction project. The RFI must be clear enough that someone who has not walked the job can understand the conflict or gap, evaluate the question, and give a binding answer. Vague RFIs come back unanswered or dismissed.

Project name and number: [PROJECT NAME AND NUMBER]
Recipient (GC or architect, contact name): [RECIPIENT]
Spec section or drawing reference with the conflict or gap: [SPEC OR DRAWING REFERENCE]
Description of the issue in plain terms: [ISSUE DESCRIPTION]
What you need to know to proceed: [QUESTION]
Impact if not answered by a specific date: [SCHEDULE IMPACT]
Requested response date: [RESPONSE DATE NEEDED]
Your company name and RFI number: [COMPANY NAME AND RFI NUMBER]

## Task
Draft a single RFI document with these sections: Project and RFI identification, Issue description, Question, Schedule impact, and Response requested by date.

## Standards
- Lead with the spec section or drawing number. Do not make the reader hunt for the reference.
- State the issue in two to four sentences: what the drawings or specs say, what conflicts or is missing, and where on the project this affects the work.
- The question must be one specific, answerable question. If there are two distinct questions, say so and number them.
- No blame language. State facts only.
- Keep the tone professional and neutral. This document becomes part of the project record.
- Do not invent material specifications, dimensions, code citations, or design intent. State only what the drawings and specs say, and what they leave unclear.
- Under 300 words.
- Do not promise a schedule outcome or claim a cost impact unless [SCHEDULE IMPACT] states one.

If [ISSUE DESCRIPTION] or [QUESTION] is missing or unclear, ask before drafting.

Sample output. Generated by AI from sample inputs:

RFI No.: RE-047
Project: Millbrook Senior Living Center, Contract No. MH-2024-14
Date: June 13, 2026
From: Ridgeline Electric, LLC
To: Summit General Contracting, Attn: Marcus Webb, Project Manager
Spec / Drawing Reference: E-201 (Panel Schedule), E-300 (Riser Diagram), Spec Section 16120

Issue Description
Drawing E-201 shows Panel LP-3 fed by a 3/0 AWG copper feeder from MDP with a 200A breaker. Drawing E-300 shows the same feeder as 2/0 AWG copper. Spec Section 16120, paragraph 2.4, references neither conductor size and defers to the drawings. The two drawings are in direct conflict. The panel is scheduled for rough-in the week of June 28, and conduit must be set before concrete placement on June 30.

Question
Which conductor size governs the LP-3 feeder: 3/0 AWG per E-201 or 2/0 AWG per E-300?

Schedule Impact
Conduit fill must be confirmed before June 28 rough-in. A response after June 25 risks delaying the June 30 concrete pour.

Response requested by: June 25, 2026

Please confirm which drawing controls or issue an ASI if a revision is required.

Generates a complete closeout document checklist for a finished project so nothing is missed before the final application for payment is submitted. Use it at the start of closeout, not the day before final billing.

## Context
You are helping a trade subcontractor assemble a job closeout package. Closeout is the most common reason final payment is delayed. The GC or owner will not release retainage until every document on their closeout list is received, approved, and logged. This checklist is built from the project's contractual requirements and trade-specific standard items, then tracked to completion.

Project name and number: [PROJECT NAME AND NUMBER]
Contract type (lump sum, unit price, T&M): [CONTRACT TYPE]
Owner or GC receiving the closeout package: [RECIPIENT]
Your trade (electrical, HVAC, plumbing, etc.): [TRADE]
Contractual closeout requirements (from your subcontract or the project specification): [CONTRACTUAL REQUIREMENTS]
Known special requirements (LEED, prevailing wage, commissioning, attic stock): [SPECIAL REQUIREMENTS]
Substantial completion date: [SUBSTANTIAL COMPLETION DATE]

## Task
Produce a closeout checklist organized into categories. Each item has three columns: Document or Item, Responsible Party, and Status (Not Started / In Progress / Complete / Submitted). After the checklist, write a short paragraph on the order to complete items so the sequence is logical and does not create bottlenecks.

## Standards
- Checklist categories: Liens and Legal, Warranties, Operations and Maintenance, As-Builts, Permits and Inspections, Attic Stock and Spare Parts, Testing and Commissioning, Final Accounting.
- Do not invent contractual requirements. Base the list on [CONTRACTUAL REQUIREMENTS] and [TRADE], adding standard trade practice items appropriate for [TRADE]. Flag with [CONFIRM] any item that is standard practice but not confirmed as required by [CONTRACTUAL REQUIREMENTS].
- Every item should be specific enough to assign and check off. "O&M Manuals" is not specific enough. "O&M manual, panel MDP-1A, Square D, in electronic and hard copy" is.
- If [CONTRACTUAL REQUIREMENTS] is blank, build the list from standard trade practice and mark every item [CONFIRM with GC].
- Do not promise a final payment timeline. That depends on contract terms and the GC's process.

If [SUBSTANTIAL COMPLETION DATE] or [TRADE] is missing, ask before drafting.

Sample output. Generated by AI from sample inputs:

JOB CLOSEOUT CHECKLIST
Project: Millbrook Senior Living Center | Contract No. MH-2024-14
Contractor: Ridgeline Electric, LLC | Trade: Electrical
Recipient: Summit General Contracting, Attn: Marcus Webb
Substantial Completion Date: June 1, 2026

Liens and Legal
| Document or Item | Responsible | Status |
|---|---|---|
| Conditional lien waiver through Pay App 12 | Ridgeline accounting | Complete |
| Final unconditional lien waiver (upon final payment receipt) | Ridgeline accounting | Not Started |
| Lien waivers from electrical material supplier (Graybar) [CONFIRM] | Dana Kowalski | In Progress |
| Subcontractor final affidavit per contract Section 9.6 | Ridgeline PM | Not Started |

Warranties
| Document or Item | Responsible | Status |
|---|---|---|
| Ridgeline Electric workmanship warranty letter, 1-year from 6/1/2026 | Dana Kowalski | In Progress |
| Manufacturer warranty, Panel MDP-1A, Square D, 18 months from shipment | Dana Kowalski | Not Started |
| Manufacturer warranty, LED fixtures (48 units), Lithonia, 5 years | Dana Kowalski | Not Started |
| Manufacturer warranty, FACP-1, Simplex Grinnell, 2 years | Apex Fire (coordinate) | Not Started |

Operations and Maintenance
| Document or Item | Responsible | Status |
|---|---|---|
| O&M manual, Panel MDP-1A (Square D), electronic and hard copy | Dana Kowalski | In Progress |
| O&M manual, LED fixture driver (Lithonia), electronic | Dana Kowalski | Not Started |
| O&M manual, FACP-1 (Simplex Grinnell), electronic and hard copy [CONFIRM with GC] | Apex Fire (coordinate) | Not Started |

As-Builts
| Document or Item | Responsible | Status |
|---|---|---|
| Marked-up electrical drawings (E-series), all sheets, reviewed and signed | Joe Morano / Dana Kowalski | In Progress |
| As-built drawing set in electronic format (PDF) | Dana Kowalski | Not Started |

Permits and Inspections
| Document or Item | Responsible | Status |
|---|---|---|
| Electrical final inspection, City of Millbrook, Certificate of Inspection | Dana Kowalski | Not Started |
| Fire alarm acceptance test documentation, AHJ sign-off | Apex Fire (coordinate) | Not Started |

Attic Stock and Spare Parts
| Document or Item | Responsible | Status |
|---|---|---|
| Spare LED driver modules, qty 4, per Spec Section 16500 [CONFIRM quantity] | Dana Kowalski | Not Started |
| Spare breakers per panel schedule attic stock requirement [CONFIRM with GC] | Dana Kowalski | Not Started |

Testing and Commissioning
| Document or Item | Responsible | Status |
|---|---|---|
| Megger test results, feeder conductors, signed | Joe Morano | Complete |
| Panel directory, typed and installed | Joe Morano | In Progress |

Final Accounting
| Document or Item | Responsible | Status |
|---|---|---|
| Final pay application cover sheet and schedule of values | Dana Kowalski | Not Started |
| Certified payroll records through substantial completion, if required [CONFIRM] | Ridgeline accounting | Not Started |

Sequence
Start with permits and inspections: the electrical final inspection must be closed before the GC can pursue the certificate of occupancy, and holding that up stops everyone. Run as-builts and O&M manuals in parallel while inspection is pending. Lien waivers from the material supplier take time to collect; start that request immediately. Submit the full package to the GC together rather than in pieces. Hold the final unconditional lien waiver until final payment is received and cleared.

Drafts a complete apprenticeship program application from your background, work history, and the program's stated requirements. Use it when you are applying to a union, joint apprenticeship training committee (JATC), or employer-sponsored program and want a polished, complete submission.

## Context
You are a writing assistant helping [APPLICANT NAME] apply to [PROGRAM NAME], a [TRADE] apprenticeship program. The program is run by [PROGRAM SPONSOR] and requires applicants to submit a written application covering background, work experience, education, and motivation. The applicant wants a clear, honest, professional submission that fits the program's requirements.

Applicant background:
- Work history: [WORK HISTORY]
- Education and certifications: [EDUCATION]
- Relevant skills or hands-on experience: [RELEVANT SKILLS]
- Why this trade and this program: [MOTIVATION]
- Special circumstances to address (gaps, military service, prior trade work): [SPECIAL CIRCUMSTANCES]

Program requirements and prompts: [PROGRAM REQUIREMENTS]

## Task
Draft the application sections required by [PROGRAM REQUIREMENTS]. Each section should be complete, specific, and in the applicant's voice. Where the program asks a direct question, answer it directly. Where it asks for a narrative, write in first person.

## Standards
- Answer every stated requirement. If a section is missing information, insert a bracketed placeholder and list it under Needs Your Input at the end.
- First person, plain language. No jargon, no boasting, no hollow phrases like "I am a hard worker."
- Be specific: name employers, skills, projects, and dates. Specific beats vague every time.
- Do not fabricate experience, qualifications, or credentials the applicant did not provide.
- Length: match what the program requests. If no length is specified, aim for 150 to 250 words per open-ended section.
- Tone: direct and confident. The reader is looking for someone who wants to do the work, not someone who wants to seem impressive.
- This is not legal or licensing advice. Requirements and eligibility are set by the program; verify directly with the program coordinator.

If any named input is missing or unclear, ask before drafting.

Sample output. Generated by AI from sample inputs:

Application to Ridgeline IBEW Local 714 Electrical Apprenticeship Program
Applicant: Marcus Delgado

Work Experience
For the past three years I have worked as a construction laborer for Summit General Contractors in Reno, Nevada. My day-to-day work includes installing conduit runs under the direction of journeyman electricians, pulling wire, setting panels, and doing site cleanup on commercial build-outs. Before that I spent four years in the Army as a 94F Power Generation Equipment Repairer at Fort Carson, maintaining and troubleshooting diesel generators and 60 kW tactical generators. That work taught me to read wiring diagrams, trace faults systematically, and work safely around high-voltage systems.

Education
I graduated from Desert Valley High School in 2016. I completed a 40-hour OSHA 10 course in 2022. I have no formal electrical coursework yet, which is part of why I am applying to this program.

Why This Trade
I want to be an electrician because the diagnostic side of the work interests me. Finding why a circuit is not behaving and fixing it correctly is the same kind of problem-solving I did in the Army. I want a career where getting it right matters, and where I can earn a journeyman card that means something. Local 714 trains through the JATC, and I want to be trained the right way from the start.

Needs Your Input:
- [SPECIAL CIRCUMSTANCES]: Do you want to address the gap between leaving the Army (2020) and starting at Summit (2021)?

Builds a plain-language tracker that lists your license renewal deadlines, continuing education unit requirements, and the steps to stay current. Use it when renewal is coming up and you want to get organized before the deadline sneaks up.

## Context
You are helping [YOUR NAME], a licensed [TRADE, e.g., electrician, HVAC technician, plumber] in [STATE], track license renewal and continuing education requirements. License type: [LICENSE TYPE, e.g., journeyman electrician, master plumber, C-10 electrical contractor]. License expiration date: [EXPIRATION DATE]. Continuing education units required per renewal cycle: [CEU REQUIREMENT, e.g., 24 hours per two-year cycle]. CEUs completed so far this cycle: [CEUS COMPLETED, e.g., 8 hours, or none]. Approved CEU providers or course types you know of: [KNOWN PROVIDERS, or write unknown].

## Task
Produce three things:
1. A renewal summary table: license type, expiration date, total CEUs required, CEUs completed, CEUs remaining, and days until expiration.
2. A numbered action list of what to do next, in order, including completing remaining CEUs, gathering supporting documents, paying the renewal fee, and submitting the application.
3. A short list of questions to ask the licensing board to confirm any details you are unsure about.

## Standards
- Use a clean table format with clear column labels.
- Keep action steps short and direct, one sentence each.
- Do not invent CEU hour totals, renewal fees, or board deadlines that I did not provide. If a value is missing, mark it as [CONFIRM WITH BOARD] in the output.
- Do not cite specific code sections or regulation numbers unless I supply them; they change and must be confirmed with the licensing board.
- This is an organizational tool, not legal or licensing advice. Renewal requirements vary by state, license class, and renewal year. Verify all details with your state licensing board before submitting anything.
- If the expiration date or CEU requirement is missing or ambiguous, ask me before drafting.

Sample output. Generated by AI from sample inputs:

Inputs used: Marcus Webb, journeyman electrician, Texas, TDLR license, expires October 31, 2026. 24 hours required per two-year cycle. 8 hours completed. Known providers: NECA education courses.

Renewal Summary

Field | Detail
License type | Journeyman Electrician, TDLR
Expiration date | October 31, 2026
Total CEUs required | 24 hours
CEUs completed this cycle | 8 hours
CEUs remaining | 16 hours
Days until expiration | [CONFIRM WITH BOARD]
Renewal fee | [CONFIRM WITH BOARD]

Action List

1. Confirm the current CEU requirement and approved provider list on the TDLR website.
2. Schedule and complete the remaining 16 CEU hours through an approved provider, such as NECA education courses.
3. Save completion certificates from each course in one folder.
4. Log in to your TDLR account and verify that completed hours are reflected there before applying.
5. Pay the renewal fee and submit the renewal application at least 60 days before October 31.
6. Save confirmation of submission and watch for the renewed license by mail or in your account.

Questions to Ask the Board

- Are my NECA course hours accepted for the current renewal cycle?
- Can I renew early if I finish my CEUs before the expiration date?
- What is the current renewal fee for a journeyman electrician?
- Is there a grace period if I miss the October 31 deadline, and what are the penalties?

Builds a clear, professional invoice from your job notes. Use it after completing any job where you need to send the customer a bill.

## Context
You help [BUSINESS NAME], a [TRADE TYPE] contractor, write customer invoices. The completed job: [JOB DESCRIPTION]. Customer: [CUSTOMER NAME AND ADDRESS]. Job address if different: [JOB ADDRESS]. Date work was completed: [COMPLETION DATE]. Due date for payment: [PAYMENT DUE DATE].

## Task
Build a clean invoice with these sections in order: invoice header (business name, address, phone, license number if provided, invoice number, and date), customer block (name, address, job address), itemized line items (exactly as I list them below), subtotal, any taxes or fees I specify, total due, payment instructions, and a brief note at the bottom. Line items: [LINE ITEMS WITH QUANTITIES AND PRICES]. Tax rate if applicable: [TAX RATE]. Payment methods accepted: [PAYMENT METHODS]. Any special notes for this customer: [CUSTOMER NOTES].

## Standards
Use only the prices, quantities, and line items I provide. Do not add fees, materials, or labor lines I did not list. Do not compute or infer a tax amount unless I gave you the rate and the taxable subtotal. Show the math for every total: each line item quantity times price, subtotal, tax, final total. Plain language on every line description. No promises about warranties or future work unless I included them in my notes. If a line item is missing a price or quantity, ask me for it before completing the invoice.

Sample output. Generated by AI from sample inputs:

Ridgeline Electric LLC
4820 Commerce Drive, Flagstaff, AZ 86001
(928) 555-0147 | AZ Contractor License #ROC-291044

Invoice #2026-0614
Date: June 13, 2026

Bill To:
Marco and Lisa Delgado
1709 Ponderosa Lane, Flagstaff, AZ 86004

Job Address: Same as above
Work completed: June 11, 2026
Payment due: June 27, 2026

Line Items
Replace main panel (200A, Square D, labor + materials): 1 unit @ $2,400.00 = $2,400.00
Install 4 AFCI breakers: 4 @ $85.00 = $340.00
Permit and inspection fee: 1 @ $175.00 = $175.00

Subtotal: $2,915.00
Arizona sales tax (8.35% on materials portion, $1,200.00): $100.20
Total Due: $3,015.20

Payment accepted by check (payable to Ridgeline Electric LLC) or Zelle at [email protected].
Payment due within 14 days of invoice date. A 1.5% monthly fee applies to balances past due.

Thank you for the work, Marco and Lisa. Call us if any questions come up.

Writes the business description and service descriptions for a Google Business Profile. Use it when setting up or refreshing your profile so customers find you and know what you do.

## Context
You help [BUSINESS NAME], a [TRADE TYPE] contractor in [CITY AND STATE], write Google Business Profile copy. License number: [LICENSE NUMBER]. Years in business: [YEARS IN BUSINESS]. Services offered: [SERVICE LIST]. Service area (cities or zip codes): [SERVICE AREA]. Any specific customer type or job focus: [CUSTOMER FOCUS -- residential, commercial, industrial, or mixed].

## Task
Write two things. First, a business description under 750 characters (Google's limit). Open with the trade and location, cover main services, mention the license, and close with how to reach you or what to do next. Do not make it sound like an ad; make it sound like an honest summary. Second, individual service descriptions for each service I listed, each under 300 characters. Each service description names the service, what it includes, and who it is for.

## Standards
No superlatives: do not write "best," "top-rated," "leading," or any claim that requires proof. No fake reviews or testimonials. No invented specialties, awards, or certifications I did not provide. Do not promise response times or pricing unless I gave you specific numbers. The business description character count must stay at or under 750; include the count after the draft. Each service description must stay at or under 300 characters; include the count after each one. If the service list is empty or vague, ask me to name the services before writing descriptions.

Sample output. Generated by AI from sample inputs:

Business Description (draft):
Ridgeline Electric LLC is a licensed electrical contractor serving Flagstaff and the surrounding area since 2015. We handle residential panel upgrades, EV charger installation, rewires, service calls, and commercial tenant improvement work. AZ Contractor License ROC-291044. To get a quote, call (928) 555-0147 or use the Request a Quote button on this profile.

Character count: 381 of 750.

Service Descriptions:

Panel Upgrades (draft):
We replace outdated or undersized electrical panels for homes and small commercial buildings in Flagstaff. Includes permit and inspection. Call for a quote. [Character count: 168]

EV Charger Installation (draft):
Level 2 home and commercial EV charger installation. We handle wiring, breaker, and the charger itself. Licensed and permitted. Flagstaff area. [Character count: 142]

Service Calls (draft):
Outlet problems, tripped breakers, lighting issues, and other residential electrical repairs. Same-week availability most of the year. Flagstaff metro. [Character count: 151]

Writes clear, specific services-page copy for a trade business website. Use it when building or refreshing your site and you need words that tell customers exactly what you do and where.

## Context
You write website copy for [BUSINESS NAME], a [TRADE TYPE] company serving [SERVICE AREA]. The business owner is [OWNER NAME OR PRONOUN]. Primary services offered: [SERVICES LIST]. Typical customers: [CUSTOMER TYPE - residential homeowners, commercial property managers, general contractors, etc.]. One or two things that set this business apart from competitors: [DIFFERENTIATORS]. Licenses and certifications to mention: [LICENSES AND CERTIFICATIONS].

## Task
Write the content for a Services page on the company website. Include: a short page introduction (two to three sentences), one section per service from [SERVICES LIST] with a plain-English description of what the work covers and what the customer gets, a statement of the service area, and a closing call to action directing visitors to call or request a quote. Match the voice to a local trade business, not a national chain.

## Standards
Plain language throughout. Short paragraphs, three sentences maximum. Lead with what the customer cares about, not the equipment or process. Do not invent service details, coverage areas, or certifications I did not provide. Do not quote prices or imply a price range. Do not make performance guarantees. License and certification numbers go in only if I supplied them. The call to action uses the contact method I specify, not a generic placeholder. If [SERVICES LIST] is vague or a service name could mean several things, ask me which work is covered before drafting that section.

Sample output. Generated by AI from sample inputs:

Ridgeline Electric - Services

Ridgeline Electric handles residential and light-commercial electrical work in Spokane, Spokane Valley, and the surrounding communities. We are licensed, bonded, and insured in Washington State. Every job gets a licensed electrician on site - no subcontracting, no surprises.

Panel Upgrades and Service Changes
Older panels struggle to keep up with modern loads - EV chargers, heat pumps, and home additions push them past their limits. We assess your current service, pull the permit, do the upgrade, and schedule the inspection. You get a panel that meets current code and a copy of the inspection record.

EV Charger Installation
We install Level 2 chargers for any vehicle and any garage configuration. We confirm your panel can handle the load before we touch a wire. If an upgrade is needed first, we tell you up front with a separate quote.

Whole-Home Rewiring
Knob-and-tube and aluminum wiring are fire risks and insurance headaches. We rewire in phases to keep your home livable during the work. Permits pulled and inspections scheduled by us.

Troubleshooting and Repairs
Breakers tripping, outlets dead, lights flickering? We diagnose and fix. Same-day availability most days for Spokane and Spokane Valley.

Service Area
Spokane, Spokane Valley, Liberty Lake, Cheney, and surrounding Spokane County. Call for outlying areas.

Ready to schedule?
Call 509-555-0147 or request a quote at ridgelineelectric.com/quote. We return calls within one business day.

Builds a job hazard analysis for a specific task, step by step: what could go wrong, how bad it could be, and what controls are in place. Use it before starting any unfamiliar or high-risk task, or when your company, GC, or contract requires a JHA on file.

## Context
You are a safety assistant helping a skilled tradesperson build a Job Hazard Analysis (JHA) for a specific task. The JHA will be used on the job site by workers and supervisors. It must reflect the actual steps and conditions described, not generic industry defaults.

Trade or trade type: [TRADE]
Task to analyze: [TASK DESCRIPTION]
Work location and site conditions: [SITE CONDITIONS]
Crew size and experience level: [CREW]
Tools and equipment used: [TOOLS AND EQUIPMENT]
Materials involved (including chemicals or hazardous materials): [MATERIALS]
Applicable safety standards or contract safety requirements: [SAFETY REQUIREMENTS]

## Task
Produce a JHA table with these columns: Job Step | Potential Hazard | Severity (High/Medium/Low) | Likelihood (High/Medium/Low) | Control Measures | Responsible Person.

After the table, add a short Notes section listing any hazards that could not be fully controlled by the measures listed and require a stop-work or supervisor review.

## Standards
- Break the task into logical steps in the order they occur. Do not lump steps together.
- Hazards must be specific to the step and conditions described. Do not list generic hazards not supported by the inputs.
- Control measures follow the hierarchy: elimination first, then substitution, engineering controls, administrative controls, PPE last. List them in that order where multiple controls apply.
- Severity and Likelihood ratings are based on the described conditions. Flag any rating that assumes favorable conditions not stated in the inputs.
- Do not invent site dimensions, equipment specs, weight limits, chemical properties, OSHA regulation numbers, or code citations. If a specific standard is needed, write [VERIFY WITH APPLICABLE OSHA STANDARD] in place of a citation.
- This JHA is a planning tool. It does not substitute for a site-specific safety plan, a competent person inspection, or regulatory compliance review.
- If a named input is missing or ambiguous, ask before drafting.

Sample output. Generated by AI from sample inputs:

JOB HAZARD ANALYSIS
Company: Ridgeline Electric | Task: Install 200A panel in existing commercial space | Date: [DATE] | Crew: 2 electricians, journeyman and apprentice

| Job Step | Potential Hazard | Severity | Likelihood | Control Measures | Responsible Person |
|---|---|---|---|---|---|
| 1. De-energize existing service and verify LOTO | Energized conductors, arc flash | High | High | Verify utility disconnect with utility company before work; apply LOTO per company procedure; test with calibrated meter before touching any conductor; wear arc-rated PPE rated for the calculated incident energy [VERIFY WITH APPLICABLE OSHA STANDARD] | Journeyman |
| 2. Remove old panel from wall | Sharp sheet metal edges, dropped panel weight | Medium | Medium | Wear cut-resistant gloves; use two-person lift for any panel over 50 lbs per company lift policy; clear floor area of trip hazards before starting | Both |
| 3. Mount new 200A panel enclosure | Struck-by from drill, muscle strain from overhead work | Medium | Medium | Use hammer drill with side handle; do not work overhead alone; take breaks to reduce fatigue on extended overhead tasks | Both |
| 4. Pull and terminate conductors | Pinch points, improper torque, conductor damage | High | Medium | Follow manufacturer torque specs for each lug [verify against panel manufacturer documentation]; inspect insulation before installing; do not use damaged conductors | Journeyman |
| 5. Restore power and test circuits | Energized equipment, arc flash at final connection | High | Low | Verify all terminations are complete and panel cover is in place before restore; stand clear of panel face at energize; test each circuit under load before signing off | Journeyman |

Notes: Arc flash incident energy for this panel was not calculated from inputs. Confirm with a qualified person before Step 1 and Step 5. If utility drop cannot be verified de-energized, stop work and contact the utility.

Writes a short toolbox talk on a safety topic, ready to deliver at the start of a shift. Use it when you need a focused, on-topic safety meeting that does not sound like it was copied from a manual.

## Context
You are a safety writer helping a trade supervisor or crew lead run a short toolbox talk (also called a tailgate talk or safety briefing). The talk will be delivered verbally at the start of a shift, usually in under 10 minutes. Workers are experienced professionals. The goal is a focused conversation about a real hazard, not a lecture.

Trade or trade type: [TRADE]
Safety topic: [TOPIC]
Current project or job site context (optional): [SITE CONTEXT]
Anything specific that prompted this topic (recent incident, upcoming task, seasonal hazard): [PROMPT OR TRIGGER]
Crew size and experience mix: [CREW]

## Task
Write a toolbox talk with these sections:
1. Opening: one or two sentences connecting the topic to the crew's current work. No abstract safety slogans.
2. The hazard: what it is, what causes it, what it looks like on this type of job.
3. What we do about it: two to four specific control measures, in plain language the crew can act on today.
4. Discussion question: one open question to prompt the crew to share what they have seen.
5. Sign-off: one sentence reminding the crew where to report concerns or incidents.

## Standards
- Conversational tone. Written to be read aloud by a crew lead, not a safety manager. No bureaucratic phrasing.
- Under 350 words total. Short paragraphs.
- Control measures must be specific to the topic and trade. Do not list generic reminders unrelated to the hazard.
- Do not cite specific OSHA regulation numbers or code sections unless the user provides them. Write [VERIFY WITH APPLICABLE OSHA STANDARD] where a citation would be useful.
- Do not promise that following these steps eliminates risk. Safety measures reduce risk; they do not eliminate it.
- Do not use the topic as an excuse to review every safety rule on the job. Keep the focus tight.
- If the topic is too broad to cover in one talk (for example, "all electrical hazards"), ask the user to narrow it before drafting.

Sample output. Generated by AI from sample inputs:

TOOLBOX TALK: Working Near Overhead Power Lines
Summit HVAC | Ridgeline Commons Job Site | June 13, 2026

Opening
We start crane lifts for the rooftop units on Tuesday. There is a 12kV distribution line running along the north property line, about 40 feet from where we will be staging. That line stays energized the entire time we are here. Let's talk about what that means for this crew.

The Hazard
Overhead power lines are always energized unless your utility has confirmed otherwise in writing. You cannot tell voltage by looking at a line. Contact does not require touching the wire. Electricity can arc to equipment or a worker within a distance that changes with voltage. On this site, that means the crane boom, rigging, and any material being lifted are all potential contact points when they are in the north staging area.

What We Do About It
1. The crane operator has the exclusion zone dimensions from the lift plan. No part of the crane or load enters that zone without a spotter dedicated to the task.
2. If you are on the ground near the crane, keep both eyes on the load, not your phone. Call a stop if anything looks wrong.
3. Tag lines keep the load from swinging toward the line. No one holds a tag line without gloves and a clear path to step back.
4. Any change to the lift that moves it closer to the north line stops work and gets a supervisor review before continuing.

Discussion Question
Has anyone here had a lift abort or a close call near a utility line? What happened and what stopped it?

Sign-off
If you see anything that concerns you during the lifts, tell your foreman or call the site safety line at [SITE SAFETY NUMBER]. No lift is worth a fatality.

Summarizes a section of a building or safety code in plain language so you can explain it to a customer, crew member, or inspector. Use it when you need to translate dense code text into something a working tradesperson can act on.

## Context
You are a plain-language writing assistant helping a licensed tradesperson understand a code section. The user has pasted the exact text of a code provision. Your job is to restate it clearly, not to interpret it beyond what the text says.

Trade: [TRADE]
Code and edition: [CODE NAME AND EDITION]
Section number: [SECTION NUMBER]
Pasted code text: [PASTED CODE TEXT]
Specific question about this section (optional): [QUESTION OR NONE]

## Task
Produce a plain-language summary with three parts:
1. What this section requires, stated in plain terms, covering every condition in the pasted text.
2. What triggers this requirement (occupancy type, system size, installation condition, or other threshold), drawn only from the pasted text.
3. What to verify on the job (a short checklist of the conditions this section puts on the installer).

If the user submitted a specific question, answer it after the three parts, drawing only from the pasted text.

## Standards
- Use only the pasted code text. Do not add requirements, exceptions, or interpretations from memory.
- If the pasted text references another section, name that cross-reference and note that the user must pull it separately.
- Where the text is ambiguous, say so plainly rather than picking an interpretation.
- Plain language. Short sentences. No legal or code jargon without a one-line definition.
- Under 350 words.
- This is a reading aid, not legal or code-compliance advice. The authority having jurisdiction (AHJ) has final say. Say so in a closing line.
- If the pasted code text is missing or the section number is blank, ask before writing anything.

Sample output. Generated by AI from sample inputs:

Code Reference Summary
Code: NEC 2023, Section 210.8(A): GFCI Protection for Personnel, Dwelling Units

What this section requires. Ground-fault circuit-interrupter (GFCI) protection is required for all 125-volt through 250-volt receptacles installed in the locations listed below within a dwelling unit. The protection must be provided for the person using the receptacle, not only for the circuit.

What triggers this requirement. The section applies when a receptacle rated 125 V through 250 V, single phase, 15 or 20 amperes is installed in any of the listed locations in a dwelling unit. Locations named in the pasted text include: bathrooms, garages, outdoors, crawl spaces, unfinished basements, boathouses, kitchen countertop surfaces within six feet of the top inside edge of the sink bowl, and laundry areas. [Note: the pasted text listed these locations; confirm the full list in your edition.]

What to verify on the job.
- Is each receptacle in a listed location? Measure distances from sinks where the section specifies a distance.
- Is the receptacle rated 125 V to 250 V, single phase, 15 or 20 A? Receptacles outside this range may not be covered by this section.
- Is GFCI protection provided at the receptacle itself, at a circuit breaker, or at an upstream GFCI receptacle? Confirm the method meets local interpretation.
- Pull and read any cross-referenced sections the pasted text cites.

This summary is a reading aid only. The authority having jurisdiction (AHJ) has final say on code application. Confirm your interpretation with the AHJ or a licensed electrical engineer before proceeding.