Install Lead / Installer

Turn install photos into notes

  • Est. time saved5 min per install
  • Works withCopilot · ChatGPT · Gemini
  • GroupSell & Install
  • Ref.WO-0029
Never paste: Customer addresses, phone numbers or gate/lockbox codes, photos showing house numbers, family members or personal items, or card numbers.

When to use it

When documenting the install or something that needs the office’s attention.

The prompt

Copy this, then replace everything in [brackets].

Turn my install photos into notes for the job file.
Photos: [describe: before, equipment nameplates, line set, electrical, drain, finished install]
Issues seen: [anything]

Short captions per photo and a summary note. Don't include anything identifying the home.

Before / after

Before: 200 unlabeled photos.

After (example output):

Photo 1: existing unit before removal. Photo 4: new AHU nameplate, S/N [ ]. Photo 7: float switch installed on secondary pan. Summary: installed per scope; existing ceiling stain documented (photo 2).

Tips

  • Crop out house numbers and family photos before you share anywhere.
  • 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.