Build a punch list
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
Before calling the job done.
The prompt
Copy this, then replace everything in [brackets].
Create a punch list for this install.
Job: [equipment, scope]
Known open items: [list]
Standard items: [labels, condensate test, filter, cleanup, old equipment removed, thermostat programmed, photos]
Checklist with status, plus anything that needs a return trip.Before / after
Before: Return trip for a missing filter.
After (example output):
Done: condensate tested, disconnect labeled, old unit hauled. Open: thermostat schedule (homeowner wants to set it with us), touch-up paint around return grille. Return trip: none needed.
Tips
- Walk the punch list with the homeowner.
- 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.