Assemble the install job packet
Never paste: Customer addresses, phone numbers or gate/lockbox codes, employee pay rates, card numbers, or permit portal logins.
When to use it
Before the crew heads out on an install.
The prompt
Copy this, then replace everything in [brackets].
Build an install job packet for the crew.
Job: [job #, equipment, accessories, materials list]
Site: [equipment locations, access, electrical, drain, venting, line set reuse/replace, duct changes]
Customer notes: [pets, parking, start time, promises made]
Permit and inspection: [#, inspection date]
One-page packet with a materials checklist and a 'promises we made' section.Before / after
Before: Crew calls the office five times on install day.
After (example output):
Job 4421: 3-ton HP + AHU, attic. Materials: line set 25 ft (replace), pad, disconnect, whip, thermostat [model], float switch. Promises: new hallway return, 8 AM start, full cleanup. Inspection: Friday 8-12.
Tips
- Have the lead read the packet the day before.
- Use job numbers and first names. Keep codes and addresses in the FSM.
- Confirm crew and equipment availability before sending anything to a customer.
- Review every draft before you send it. You’re accountable for what goes out.