Walk the customer through their new system

When to use it

At the end of the install, before you leave.

The prompt

Copy this, then replace everything in [brackets].

Write a 5-minute handoff walkthrough script.
Equipment: [system, thermostat model]
Key things to show: [thermostat basics, filter location and size, what's normal (noise, defrost on heat pumps), warranty registration, who to call]
Promises: [cleanup, follow-up visit]

Friendly, plain English, a checklist I can follow.

Before / after

Before: Customer calls the next morning about steam from the heat pump.

After (example output):

1. Thermostat: here’s how to set a schedule. 2. Filter: 16x25x1, replace every 3 months. 3. Normal: on cold days the outdoor unit will defrost and may steam for a minute. 4. Warranty: we’ve registered it, papers are here. 5. Questions: call [office].

Tips

• Tell them about heat pump defrost. It’s the #1 ‘is this broken?’ call.
• Give the AI your notes and the facts. It turns them into clean reports.
• Code and the manufacturer’s install instructions win over anything the AI says.
• Review every draft before you send it. You’re accountable for what goes out.