Summarize rebates and tax credits
Never paste: Customer addresses, phone numbers or emails, financing applications or credit info, card numbers, gate/lockbox codes, or photos of the inside of someone's home showing family or personal items.
When to use it
When rebates or credits may apply to the equipment the homeowner is considering.
The prompt
Copy this, then replace everything in [brackets].
Summarize possible rebates and tax credits for the homeowner.
Equipment: [type, efficiency, heat pump Y/N]
Location: [utility, state]
Programs I've found (with links): [manufacturer rebate, utility rebate, federal/state credit]
Short summary of what may apply, what they need to do, and a clear note to verify eligibility with official sources and their tax professional. Don't add programs I didn't list.Before / after
Before: Promising a tax credit that doesn’t apply.
After (example output):
Possibly available: [utility] rebate of $X for qualifying heat pumps (we file it for you). A federal tax credit may apply depending on the equipment and your tax situation. Please confirm with the official program page and your tax preparer. We’ll give you the AHRI certificate you’d need.
Tips
- Programs change. Only cite programs you’ve verified this month.
- Use your price book and real equipment data. The AI doesn’t know your prices or what’s in stock.
- Present, don’t push. The homeowner decides.
- Review every draft before you send it. You’re accountable for what goes out.