Install Manager

Build the weekly crew schedule

  • Est. time saved45 min per week
  • Works withCopilot · ChatGPT · Gemini
  • GroupSell & Install
  • Ref.WO-0040
Never paste: Customer addresses, phone numbers or gate/lockbox codes, employee pay rates, card numbers, or permit portal logins.

When to use it

Thursday or Friday, for next week’s installs.

The prompt

Copy this, then replace everything in [brackets].

Build next week's install schedule.
Jobs: [job #, type (AC/furnace/HP/water heater/panel), est. days, equipment status (in stock/ordered), permit status, customer constraints]
Crews: [lead + helpers, skills, days off]
Constraints: [inspections, crane, electrician]

Schedule by day and crew, flag jobs that can't go (no permit or equipment), and list what to confirm.

Before / after

Before: Crew shows up and the equipment’s still at the distributor.

After (example output):

Mon: Crew A, job 4421 HP replacement (2 days), equipment in stock, permit issued. Crew B, 4425 water heater + 4428 furnace. Can’t go: 4430 (equipment arrives Wed). Confirm: 4421 attic access with homeowner.

Tips

  • No permit, no equipment, no schedule. Make it a rule.
  • 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.