Write the job completion report

When to use it

At the end of install day.

The prompt

Copy this, then replace everything in [brackets].

Turn my notes into an install completion report.
Equipment installed: [model, serial for each]
Work done: [line set, electrical, drain, ducts, thermostat]
Startup readings: [static pressure, temp split, refrigerant charge (SH/SC), gas pressure, amps]
Issues: [anything found]
Pending: [inspection, return trips]

Clear report for the office and the customer file.

Before / after

Before: No startup readings on file when a warranty question comes up.

After (example output):

Installed: HP [model] S/N [ ], AHU [model] S/N [ ]. New 25 ft line set, disconnect, float switch, thermostat. Startup: TESP 0.52 in., SC 10°F, temp split 19°F. Pending: inspection Fri 8-12.

Tips

• Startup readings protect you and the warranty.
• 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.