Sell & Install
Install Lead / Installer
8 copy-paste workflows for the install lead / installer desk. Each one is a prompt you can use today.
- 10 min once Walk the customer through their new system Customer walkthrough script at handoff Copilot · ChatGPT · GeminiOpen →
- 10 min per install Write the job completion report Job completion report Copilot · ChatGPT · GeminiOpen →
- 5 min per request Request missing materials Material shortage request Copilot · ChatGPT · GeminiOpen →
- 20 min once Write a new equipment care guide New equipment care guide Copilot · ChatGPT · GeminiOpen →
- 5 min per install Turn install photos into notes Photo to notes Copilot · ChatGPT · GeminiOpen →
- 10 min per install Run a pre-install walkthrough Pre-install walkthrough checklist Copilot · ChatGPT · GeminiOpen →
- 10 min per install Build a punch list Punch list Copilot · ChatGPT · GeminiOpen →
- 5 min per install Run an install safety checklist Safety checklist Copilot · ChatGPT · GeminiOpen →