Install Lead / Installer

Run a pre-install walkthrough

  • Est. time saved10 min per install
  • Works withCopilot · ChatGPT · Gemini
  • GroupSell & Install
  • Ref.WO-0030

Part of kit: Install handoff done right (step 4 of 6)

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

First thing on install day, with the homeowner.

The prompt

Copy this, then replace everything in [brackets].

Create a pre-install walkthrough checklist.
Job: [equipment, location]
Promises from the sale: [paste]
Site concerns: [attic access, floors, pets, parking, fragile items]

Checklist to walk with the homeowner: confirm scope, thermostat location, equipment placement, protect floors, note existing damage (photos), start/finish time.

Before / after

Before: Homeowner surprised the thermostat moved; existing scratches blamed on the crew.

After (example output):

With homeowner: confirm new hallway return (promised) ✓; thermostat stays in same spot ✓; outdoor unit on new pad, same location ✓. Photos: existing ceiling stain near attic hatch (pointed out to homeowner). Finish time: about 4 PM.

Tips

  • Photo existing damage before you touch anything.
  • 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.