Install Manager

Run a permit application checklist

  • Est. time saved15 min per permit
  • Works withCopilot · ChatGPT · Gemini
  • GroupSell & Install
  • Ref.WO-0039
Never paste: Customer addresses, phone numbers or gate/lockbox codes, employee pay rates, card numbers, or permit portal logins.

When to use it

When pulling permits for replacements, water heaters, panels and other permitted work.

The prompt

Copy this, then replace everything in [brackets].

Create a permit application checklist.
Job: [type, city/county]
Requirements (from the jurisdiction's site): [paste]
What we have: [equipment specs, AHRI cert, load calc, site plan, license #]

Checklist of documents, fees, and steps, with anything missing flagged.

Before / after

Before: Permit rejected because the load calc wasn’t attached.

After (example output):

Needed: equipment spec sheets ✓, AHRI certificate ✓, Manual J (missing; get from comfort advisor), contractor license on file ✓, fee $185. Submit via [portal]. Typical approval: 2-3 days.

Tips

  • Keep permit logins out of the AI.
  • 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.