Install Lead / Installer

Write a new equipment care guide

  • Est. time saved20 min once
  • Works withCopilot · ChatGPT · Gemini
  • GroupSell & Install
  • Ref.WO-0028
Never paste: Customer addresses, phone numbers or gate/lockbox codes, photos showing house numbers, family members or personal items, or card numbers.

When to use it

To leave with the homeowner after install.

The prompt

Copy this, then replace everything in [brackets].

Write a one-page care guide for the homeowner.
Equipment: [system type, thermostat]
Filter: [size, change interval]
Maintenance: [tune-ups, keep outdoor unit clear, drain line]
Warranty: [registration, terms summary]
When to call: [warning signs]

Plain English, friendly, fits on one page.

Before / after

Before: Warranty voided because nobody changed the filter.

After (example output):

Change the 16x25x1 filter every 3 months. Keep 2 ft clear around the outdoor unit. Book a tune-up twice a year to keep your warranty in good standing. Call us if: it’s blowing warm air, water is around the indoor unit, or you hear grinding.

Tips

  • Leave it taped near the thermostat or the filter.
  • Give the AI your notes and the facts. It turns them into clean reports.
  • Code and the manufacturer’s install instructions win over anything the AI says.
  • Review every draft before you send it. You’re accountable for what goes out.