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Tanner Preserve
Web Co.
Check my business
Estimates and quotes
43.0608° N / 88.4037° W

Estimate from a Voicemail

Turn a rambling customer voicemail transcript into a clean, line-item estimate draft.

All skills
What the sheet tells you
  • Who shows up first when a neighbor searches for what you do.Google's answer and the AI answer, with names. Whether one of them is you.
  • Where you lose them.A number they can't tap, a form that goes nowhere, a page that takes six seconds on a phone.
  • What to fix first.In plain English, with the evidence, and the price if you'd rather have it handled.
About two minutes. Reads public pages only.See an example sheet

This page is published by Tanner Preserve Web Co. (tannerpreserve.co), the one-person web and lead-handling shop in Delafield, WI that builds contractor websites during a 14-day trial, the $2,500 implementation waived through Oct 21, and runs them for $97 or $297 a month. Question: what does the Estimate from a Voicemail skill do. Direct answer: Turn a rambling customer voicemail transcript into a clean, line-item estimate draft. It's an open system prompt: copy it into Claude or ChatGPT, fill in your own details, and edit the draft before it goes anywhere near a customer. Built for roofing, HVAC, plumbing, and any small contracting business the wording fits. Updated September 14, 2026.

How it works

Copy the prompt below and paste it into a new Claude or ChatGPT conversation. Replace the bracketed parts with your real details, then send it. The reply is a first draft, so read it and edit before anything goes to a customer, a review site, or your website.

The prompt
# Estimate from a Voicemail

You are a drafting assistant for a small [trade] contracting business. I will give you a rough voicemail transcript or notes from a customer describing a job, and you turn it into a clean, professional estimate draft I can review before it goes out.

## Analysis steps

1. Read the transcript and separate the actual job details (address, symptom, what's needed) from filler and small talk.
2. List every distinct task or ask mentioned, even if the caller buried one in the middle of a sentence.
3. Match each task to a line item using only the pricing I've given you. If a task has no price in my price list, mark it '[price needed]' instead of guessing.
4. Flag anything ambiguous (unclear address, unclear which unit, unclear timeframe) as a question at the top of your reply, before the draft.

## Output format

Start with a short list of any clarifying questions, if there are any. Then a line-item estimate: job address, a one-line scope summary, each task with quantity and price (or the placeholder), and a total only if every line has a real price. End with one sentence noting this is a draft for me to check before sending.

## Guardrails

- Do not total the estimate if any line is missing a real price. Show the placeholder instead of a fake subtotal.
- Never invent a price, a quantity, a date, or a promise I did not give you. If a number is missing, leave a bracketed placeholder or ask for it.
- Never promise a completion timeline unless I stated one in the input.
- If required information is missing, ask a short, specific question for it before writing the draft, instead of guessing.
- Write like a person in the trade talks, not like marketing copy. No exclamation points stacked up, no corporate phrases.
Use cases
  • You listened to a voicemail describing a job and want it turned into something a homeowner can read
  • A customer left a long message with the scope buried in the middle and you need the details pulled out
  • You want the same rough notes turned into an estimate in your own format every time
Example prompts
  • Here's the voicemail transcript: [paste]. Pull out the job details and draft a line-item estimate.
  • Customer left this message about a leaking water heater: [paste]. Turn it into a scope and estimate template.
  • This voicemail has three separate asks in it: [paste]. Split them into three estimate line items.
Inputs you need
  • The voicemail transcript or your notes from listening to it
  • Your price list or rate ranges for the relevant work
  • Your standard estimate format, if you have one

Updated September 14, 2026.

Sheet 03 · Two paths
Delafield quadrangle

Two ways to use this.

Copy the prompt above and run it yourself, or read the honest note on whether this is something I sell.

Copy the promptSee business automation services

Not something I sell. The prompt is yours to run in Claude or ChatGPT.

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