Write a maintenance findings report
Never paste: Customer addresses, phone numbers or gate/lockbox codes, card numbers, photos showing house numbers or family members, or the customer's financing info.
When to use it
After a tune-up or maintenance visit.
The prompt
Copy this, then replace everything in [brackets].
Turn my tune-up checklist into a findings report for the homeowner.
Equipment: [type, brand, age]
Checks done: [list]
Findings: [OK / needs attention: e.g. weak capacitor (measured 38 uF on 45 uF), dirty flame sensor, slow drain]
Recommendations: [priority: now / soon / watch]
Short summary, then findings by priority, in plain English.
Before / after
Before: A checklist with 30 checkmarks the homeowner doesn’t understand.
After (example output):
Your system is in good shape overall. Needs attention soon: the capacitor is weak (38 vs. 45 rated). It still works but is likely to fail on a hot day. Watch: the condensate drain is slow; we flushed it today.
Tips
- Show ‘soon’ items with a photo or reading. It builds trust.
- Give the AI your readings and findings. It writes better than it diagnoses.
- You’re the tech. If the AI’s answer doesn’t match what you see, trust what you see.
- Review every draft before you send it. You’re accountable for what goes out.
Fill in the brackets
Type your details and the prompt below updates. Everything stays in your browser.
Leave out: Customer addresses, phone numbers or gate/lockbox codes, card numbers, photos showing house numbers or family members, or the customer's financing info. Use initials or general terms instead.