INPUT 01
Input 01
Site-visit notes
Turn a site visit into a proposal
Give a roofing, plumbing, or landscaping quote a clear scope and exclusions.
Work typeSales
SetupConnected apps
ContextWorldwide
01 / What you bring
REQUIRED INPUTSGather the material before running the prompt. Follow the publisher’s full checklist for the specific task.
INPUT 02
Input 02
Approved prices and scope
INPUT 03
Input 03
Terms, exclusions, and customer requirements
Publisher excerpt: “Turns whatever came out of a discovery conversation — a call transcript, a voice memo, jobsite photos, an…” Source ↗
02 / What you get
EXPECTED OUTPUTA proposal draft with scope, pricing, exclusions, and next steps.
DRAFT HANDOVERFOR HUMAN REVIEW
A proposal draft with scope, pricing, exclusions, and next steps.
Evidence and supplied inputs
Assumptions and missing information
Draft output and review questions
This describes the intended handover. It is not a measured or executed result.
03 / Set it up
Claude: follow the publisher’s Claude or Claude Code installation path. Preserve the complete skill folder and supporting references; configure required tools before trying the prompt.
STEP 01
Review the complete source
In Claude Code, add the publisher’s marketplace:
STEP 02
Keep the full workflow
claude plugin marketplace add anthropics/knowledge-work-plugins
STEP 03
Configure your workspace
Install the full plugin so supporting files and connectors stay together:
STEP 04
Try a reviewable first draft
claude plugin install small-business@knowledge-work-plugins
STEP 05
Try a reviewable first draft
Start a fresh session, supply the listed inputs, and use the starter prompt. For Cowork or chat, use Customize → Plugins and follow the current official guide. Connector access depends on your setup; uploaded files can support the selected draft workflow.
Compatibility, tools & dependencies
Publisher documents a Claude/Agent Skills setup. Review the complete pack and its current installation instructions.
Geography-neutral workflow. Set Australian spelling, AUD, dates and business context explicitly; local compliance is not supplied by this label.
Named tools: Xero, MYOB, QuickBooks, Canva, Notion, Stripe, PayPal, Square. Actual access depends on your setup.
- The source references app or connector access; install/configure the complete plugin and confirm permissions.
Pinned source snapshot; review publisher release and installation notes.
Public instructions do not imply free access to AI products, apps or APIs.
04 / Your starter prompt
REPLACE THE BRACKETSUse proposal-builder for my [trade] business. Turn these site-visit notes into a proposal using the attached approved prices. Separate scope, exclusions, assumptions, and payment terms. Leave unknown quantities blank. Do not invent measurements or send the proposal.
Fieldwork’s starter prompt. Keep the complete publisher workflow and replace the brackets before use.
05 / Before you rely on it
Review the draft before using it
General business skill adapted for trades. A qualified estimator must check measurements, materials, pricing, and contract terms.
This is a source-inspected starting point. Fieldwork has not run-tested this skill or measured time savings.