Build a ride-along checklist
Never paste: Employee pay, disciplinary records with full names, customer addresses and phone numbers, or medical/personal info about techs.
When to use it
To standardize what you look for on ride-alongs.
The prompt
Copy this, then replace everything in [brackets].
Create a ride-along checklist for [HVAC / plumbing / electrical] service techs.
Our process: [arrival, intro, diagnosis, options presentation, work, cleanup, invoice, membership offer, review request]
Standards: [shoe covers, call ahead, photos, FSM notes]
Checklist by stage, with what 'meets standard' looks like for each item.Before / after
Before: Every ride-along judged differently.
After (example output):
Arrival: called ahead with ETA ✓, uniform clean ✓, shoe covers on ✓. Diagnosis: explained what they’re checking ✓. Options: presented 3 with prices before starting ✓. Wrap-up: photos in FSM, membership offered, review request sent.
Tips
- Share the checklist with techs. No surprises.
- Use tech first names or initials in prompts.
- Coach behaviors, not personalities. Ask the AI to keep it specific.
- Review every draft before you send it. You’re accountable for what goes out.