Write ride-along coaching notes
Never paste: Employee pay, disciplinary records with full names, customer addresses and phone numbers, or medical/personal info about techs.
When to use it
After riding along with a tech.
The prompt
Copy this, then replace everything in [brackets].
Turn my ride-along notes into coaching notes.
Tech: [first name / initials], experience: [years]
Calls observed: [list: type, what happened]
Strengths: [what they did well]
Gaps: [diagnostics, communication, options presentation, cleanliness, paperwork]
Output: 3 strengths with specific examples, 2 focus areas with what 'good' looks like, and one thing to practice this week.Before / after
Before: ‘Good job today, keep it up.’
After (example output):
Strengths: (1) Put down shoe covers and a drop cloth without being asked. (2) Explained the capacitor failure clearly. Focus: offer options before starting work; on call 2 he started the repair before presenting the price. Practice: present 3 options on every repair this week.
Tips
- Do it within 24 hours while it’s fresh.
- 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.