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BUILD 16 · Quotes, finance & business records

AI quotes: from an enquiry to a quote pack that is ready for sign-off

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The job you do every week: priced off the price list, nothing agreed on the owner's behalf, quote letters in Chinese and English ready for review

Step cards · practice pack
Step-card version: practice pack, reference output and checker are there; screenshots reuse the same actions from the install lesson (this lesson still needs its own).

What you walk away with

One "quote pack": what the client actually wants, what each line comes to according to the price list, what you can't agree to on the owner's behalf right now, and a quote letter in Chinese and in English, both ready to be reviewed. Every dollar figure can be checked: unit price × number of visits, and the unit price points back to a line on the price list.

How the lesson goes

  1. Download the practice pack, drop it in your workstation
  2. Let the AI open the workstation
  3. Set the ground rules (a must for Codex, optional for Claude)
  4. Send it the prompt exactly as it is
  5. Open the output and check it against the acceptance checklist
  6. Swap the material and do it again
  7. What you're taking away

Real status

Step-card version: practice pack, reference output and checker are there; screenshots reuse the same actions from the install lesson (this lesson still needs its own).
5 screenshot references
Check this lesson’s tool and computer requirements. The setup lesson covers Claude Code / Codex on Mac and Windows.

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FAQ

Do I need to code?

Beginner and everyday-work lessons are designed for non-technical users. Website, software and automation lessons require practice and testing; copying instructions does not guarantee a working deployment.

What do I install first?

Check the tools and account requirements in this lesson. Start with Build 39 if you have not installed Claude Code or Codex. The Codex app is not the ChatGPT chat interface.

Is this lesson free?

This is a public preview of the existing member library. Full materials remain subject to existing membership access. The new four-week course is a separate teaching programme and is not accepting payment. Try a free task first, then read the course details.