Install Manager

Send the customer install-day prep email

  • Est. time saved10 min per job
  • Works withCopilot · ChatGPT · Gemini
  • GroupSell & Install
  • Ref.WO-0036

Part of kit: Install handoff done right (step 3 of 6)

Never paste: Customer addresses, phone numbers or gate/lockbox codes, employee pay rates, card numbers, or permit portal logins.

When to use it

2 to 3 days before an install.

The prompt

Copy this, then replace everything in [brackets].

Write an install-day prep email for the homeowner.
Install date and start time: [ ]
Crew lead: [first name]
What to expect: [hours, power/water/gas off for X hours, noise, attic access]
What they should do: [clear path to equipment, pets secured, parking, someone 18+ home at start and end]
Inspection: [date/window]

Friendly, organized, under 200 words.

Before / after

Before: Crew arrives and the garage is full of boxes.

After (example output):

Your new system is going in Tuesday, starting at 8 AM. Andre will lead the crew. Expect the heat off from about 9 to 3. Please clear a path to the attic stairs and the outdoor unit, and keep pets in a closed room. Someone 18+ should be home at the start and when we finish.

Tips

  • Send it with the crew lead’s photo.
  • Use job numbers and first names. Keep codes and addresses in the FSM.
  • Confirm crew and equipment availability before sending anything to a customer.
  • Review every draft before you send it. You’re accountable for what goes out.