Service Manager

Build a parts and truck stock checklist

  • Est. time saved1 hr once
  • Works withCopilot · ChatGPT · Gemini
  • GroupBook & Do the Work
  • Ref.WO-0071

Part of kit: New tech onboarding (step 2 of 5)

Never paste: Employee pay, disciplinary records with full names, customer addresses and phone numbers, or medical/personal info about techs.

When to use it

For setting truck stock or a weekly restock routine.

The prompt

Copy this, then replace everything in [brackets].

Create a truck stock checklist for a [HVAC / plumbing / electrical] service truck.
Common repairs: [list]
Current problems: [running out of X, too much dead stock]
Restock process: [weekly, warehouse, supply house]

Checklist by category with min quantities, plus a weekly restock routine.

Before / after

Before: Second trips because the truck was out of capacitors.

After (example output):

Electrical: dual run capacitors 35/5, 40/5, 45/5 (min 2 each); contactors 1-pole/2-pole 30A (min 2). Motors: 1/4 and 1/3 HP condenser fan (min 1). Weekly: Thursday PM restock from warehouse; tech scans used parts in FSM.

Tips

  • Base it on the last 90 days of parts usage, not guesses.
  • Use tech first names or initials in prompts.
  • Coach behaviors, not personalities. Ask the AI to keep it specific.
  • Review every draft before you send it. You’re accountable for what goes out.