New tech onboarding

1. 1

   Step 1 of 5

   Build a new hire onboarding checklist

   Before day one: accounts, uniforms, paperwork, who they shadow.

   Done

   Office Manager1 hr once

   Never paste: Card numbers or bank info, customer addresses and phone numbers, employee pay rates, Social Security numbers, financing applications, or lockbox/gate codes.
   Prompt · fill the [brackets]

   Create an onboarding checklist for a new [tech / CSR / installer].
   Before day one: [paperwork, uniforms, truck, tablet/FSM login, tools]
   Week one: [safety training, ride-alongs, price book, systems training]
   First 30/60/90 days: [goals]
   Who owns each step: [roles]
   
   Checklist format with owner and due date.

2. 2

   Step 2 of 5

   Build a parts and truck stock checklist

   Set the truck up before they run calls alone.

   Done

   Service Manager1 hr once

   Never paste: Employee pay, disciplinary records with full names, customer addresses and phone numbers, or medical/personal info about techs.
   Prompt · fill the [brackets]

   Create a truck stock checklist for a [HVAC / plumbing / electrical] service truck.
   Common repairs: [list]
   Current problems: [running out of X, too much dead stock]
   Restock process: [weekly, warehouse, supply house]
   
   Checklist by category with min quantities, plus a weekly restock routine.

3. 3

   Step 3 of 5

   Build a ride-along checklist

   What you will watch for on the first ride-alongs.

   Done

   Service Manager45 min once

   Never paste: Employee pay, disciplinary records with full names, customer addresses and phone numbers, or medical/personal info about techs.
   Prompt · fill the [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.

4. 4

   Step 4 of 5

   Write ride-along coaching notes

   After each ride-along: strengths, focus areas and one thing to practice.

   Done

   Service Manager15 min per ride-along

   Never paste: Employee pay, disciplinary records with full names, customer addresses and phone numbers, or medical/personal info about techs.
   Prompt · fill the [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.

5. 5

   Step 5 of 5

   Write the job summary for the invoice

   Show them what a good invoice summary looks like from week one.

   Done

   Service Technician5 min per job

   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.
   Prompt · fill the [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.

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