Recap install job costing
Never paste: Customer addresses, phone numbers or gate/lockbox codes, employee pay rates, card numbers, or permit portal logins.
When to use it
After installs close out.
The prompt
Copy this, then replace everything in [brackets].
Recap job costing for these installs.
Jobs: [job #, sold price, estimated vs. actual labor hours, materials estimated vs. actual, change orders, callbacks]
Target margin: [%]
Table with variances, top reasons for overruns, and 3 fixes for estimating or install process.Before / after
Before: Estimates keep missing the same way.
After (example output):
| Job | Est hrs | Actual | Variance |
| 4421 | 14 | 19 | +5 (attic access, duct repair) |
Pattern: attic installs average +4 hrs. Fix: add 4 hrs to attic installs in the estimate template.
Tips
- Share variances with the comfort advisors. They write the estimates.
- 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.