Build a punch list

When to use it

Before calling the job done.

The prompt

Copy this, then replace everything in [brackets].

Create a punch list for this install.
Job: [equipment, scope]
Known open items: [list]
Standard items: [labels, condensate test, filter, cleanup, old equipment removed, thermostat programmed, photos]

Checklist with status, plus anything that needs a return trip.

Before / after

Before: Return trip for a missing filter.

After (example output):

Done: condensate tested, disconnect labeled, old unit hauled. Open: thermostat schedule (homeowner wants to set it with us), touch-up paint around return grille. Return trip: none needed.

Tips

• Walk the punch list with the homeowner.
• 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.