Write the job summary for the invoice
Never paste: Customer addresses, phone numbers or gate/lockbox codes, card numbers, photos showing house numbers or family members, or the customer's financing info.
When to use it
At the end of the call, before the invoice goes out.
The prompt
Copy this, then replace everything in [brackets].
Turn my notes into a clear invoice job summary for the homeowner.
Equipment: [type, brand, age]
Problem: [what they called about]
Found: [what you found, readings if useful]
Done: [what you did]
Recommended: [future repairs, maintenance]
Plain English, 4-6 lines, no jargon. Homeowners read this.Before / after
Before: ‘Replaced cap. Unit running.’
After (example output):
Your AC wasn’t cooling because the capacitor (a part that helps the motors start) had failed. We replaced it and the system is now cooling normally: 18° temperature drop at the vents. Recommended: the outdoor coil is dirty; a cleaning will help efficiency.
Tips
- A good summary cuts ‘what did I pay for?’ calls.
- Give the AI your readings and findings. It writes better than it diagnoses.
- You’re the tech. If the AI’s answer doesn’t match what you see, trust what you see.
- Review every draft before you send it. You’re accountable for what goes out.