Build a GPT for Service Estimate Intake

Have the GPT request missing information and output a structured intake record. Keep pricing and final estimates with the authorized estimator.

Published September 22, 2026 · Dr. Connor Robertson

What to provide

Service catalog, required measurements, location rules, and examples of complete requests.

Starting prompt

Check this service request for required intake fields. Ask only for missing facts and format the completed record for our estimator. Do not quote a price or promise availability.

Trial case

Submit an intake with a service address but no access instructions. The checker should return the missing field and stop before producing a ready-to-send estimate.

Review gate

An estimator verifies measurements, access constraints, and service fit before producing any quote.

How to score the result

Requests requiring a second intake conversation and estimate turnaround time.

Use the current approved source and keep it available to the reviewer. Check a small set of finished outputs against the previous process before adopting this workflow.

Related workflows

Explore Custom GPTs for Repeatable Business Tasks or the AI business strategy guide.