Run a permit application checklist

When to use it

When pulling permits for replacements, water heaters, panels and other permitted work.

The prompt

Copy this, then replace everything in [brackets].

Create a permit application checklist.
Job: [type, city/county]
Requirements (from the jurisdiction's site): [paste]
What we have: [equipment specs, AHRI cert, load calc, site plan, license #]

Checklist of documents, fees, and steps, with anything missing flagged.

Before / after

Before: Permit rejected because the load calc wasn’t attached.

After (example output):

Needed: equipment spec sheets ✓, AHRI certificate ✓, Manual J (missing; get from comfort advisor), contractor license on file ✓, fee $185. Submit via [portal]. Typical approval: 2-3 days.

Tips

• Keep permit logins out of the AI.
• 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.