Service Manager

Write the weekly KPI recap for the team

  • Est. time saved15 min per week
  • Works withCopilot · ChatGPT · Gemini
  • GroupBook & Do the Work
  • Ref.WO-0072

Part of kits: Busy season dispatch survival (step 5 of 5), Owner weekly numbers review (step 4 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

Every Monday for the team.

The prompt

Copy this, then replace everything in [brackets].

Write a weekly team recap.
KPIs: [average ticket, close rate on options, memberships sold, recalls, reviews]
Wins: [specific techs and jobs]
Focus for this week: [one thing]

Short, upbeat, specific. Share only numbers the team should see.

Before / after

Before: A spreadsheet nobody opens.

After (example output):

Last week: 14 memberships sold (goal 12). Average ticket $412. 9 five-star reviews; Marco got 4 by name. Recalls: 3 (down from 6). This week’s focus: offer options before starting work on every call.

Tips

  • One focus per week. Not five.
  • 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.