Write the end-of-day board summary
Never paste: Customer addresses, phone numbers or emails, gate/lockbox/alarm codes, card numbers, or techs' personal phone numbers.
When to use it
End of each day, for the owner and service manager.
The prompt
Copy this, then replace everything in [brackets].
Summarize today's dispatch board.
Calls: [booked, completed, canceled, rescheduled]
Notable: [emergencies, recalls, big sold jobs, upset customers]
Tomorrow: [booked, open slots, on-call]
Short summary with numbers first, then items that need attention.Before / after
Before: Owner learns about problems from Google reviews.
After (example output):
Today: 31 booked, 28 done, 2 rescheduled, 1 cancel. 2 recalls (both capacitor; flag for service mgr). Sold: 1 system replacement. Tomorrow: 26 booked, 4 open slots afternoon. On-call: Dave.
Tips
- Same format every day so patterns jump out.
- Write scripts once, then practice them. The AI is for drafting, not for live calls.
- Keep it short. People read texts on a phone in a hot house.
- Review every draft before you send it. You’re accountable for what goes out.