1. Choose the type of work
Pick a starting point. You can select, edit or leave out any wording.
2. Client and project
3. Scope of work
Select items to add them, then edit details, quantities, locations and limits in the box.
4. Price and optional estimate
Daily package and travel details (optional)
Optional internal estimate — not included in client text
Enter your own costs; these are estimates, not preset rates. The calculation is subtotal plus markup; enter taxes or other costs as separate lines and verify the correct tax basis.
| Description | Quantity | Unit cost | Subtotal |
|---|
Use either operated equipment rates or separately listed labor as appropriate; check for double counting. Fast and Slow are your own alternative unit prices for each item. Change the step size or type a value directly.
5. Schedule and payment
6. Client-furnished items
Identify who supplies each item. Items marked Not Applicable are omitted from the proposal.
| Item | Responsibility | Notes |
|---|
7. Conditions and exclusions
Gold marks common items to review. Nothing is added unless you select it. Select a topic to add its wording, then edit the text.
Project conditions
Exclusions
8. Additional protections, travel and reference wording
Older library wording is available below as a starting point. Some contains older rates, warranties, legal citations or GPS descriptions. Review and edit each item for this project before sharing. Nothing is inserted automatically.
Add your own reusable wording
Editable proposal sections
Selected reference or custom items appear in their matching sections. You can edit or delete them here.
9. Completion, acceptance and proposal status
10. Build, edit, copy and request review
Build the proposal in logical order. You can edit the draft below before copying. Rebuilding replaces edits made in the draft box; save or copy those edits first.
Paste into Pages, then adjust page breaks and spacing. In Pages you can save an editable document or export a PDF. Copy for Kai Review prepares a review request and proposal; paste it into your ChatGPT conversation. It does not send automatically.
Saved projects and backup
The current proposal and named project collection are saved to two browser storage locations when available. The status reports whether both copies were verified. Download a JSON backup to move or restore work; browser storage does not automatically sync between devices.
Loading or importing replaces the current form. Export or save your current work first.