Practical AI
No. 5.04Track 5 · Small business

Turn rough notes into a quote

Lesson 4 of 55 min read1 task · 3 questions

Type the job in your own words. Get a clean table with a total. Then check every number.

The idea

Many quotes start as rough notes on paper or in a chat: "2 AC service, 1 gas refill, 1 stand". The AI can turn these notes into a neat table with item, quantity, rate and amount, plus a total.

AI can make maths mistakes. Check every row yourself: quantity times rate must equal the amount. Then add the amounts and match the total. The calculator on your phone is enough.

This is a quote or a simple bill draft. It is not a GST tax invoice. A tax invoice needs some fields by law. If you need one, add those fields yourself, or ask your accountant.

Do not paste a customer's phone number, address or your bank details into the chatbot. Use placeholders and fill them in later.

Your task

Make a quote for an AC repair job

This example is for a repair shop in Coimbatore. Copy the answer into Google Sheets or a note, then fill in the blanks yourself.

Your slip: copy-paste prompt
Role: You help a small repair shop write clear quotes.
Task: Turn my rough notes into a quote table.
Context: Shop: Kumar Cool Services, Coimbatore. Customer: [customer name]. Notes:
- AC general service, 2 units, 600 each
- gas refill, 1 unit, 2500
- outdoor unit stand, 1, 1200
- labour for stand fitting, 400
Format: Title "Quotation". Then a table with columns: No., Item, Qty, Rate (Rs), Amount (Rs). Then a Total row. Then 2 short lines: valid for 7 days, and payment by UPI or cash after the work. Do not add tax. Do not add any item I did not list.

What you should get

A real example of a good result. Your wording will differ a little. The shape and the facts should match.

Printed resultExample

QUOTATION
Kumar Cool Services, Coimbatore
Customer: [customer name]
Date: [date]

| No. | Item                     | Qty | Rate (Rs) | Amount (Rs) |
| 1   | AC general service       | 2   | 600      | 1,200      |
| 2   | Gas refill               | 1   | 2,500    | 2,500      |
| 3   | Outdoor unit stand       | 1   | 1,200    | 1,200      |
| 4   | Labour for stand fitting | 1   | 400      | 400        |
|     | Total                    |     |          | 5,300      |

This quote is valid for 7 days.
Payment by UPI or cash after the work is done.

Check yourself

Q1 How do you check one row of the table?

Q2 Is this draft a GST tax invoice?

Q3 What do you type in the prompt for the customer's phone number?

Finished?

Stamp this ticket. Your pass on the home page gets punched.

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