Follow up on a quote that went quiet Use this when
You sent an estimate a few days ago and the customer has not replied.
You get
A polite SMS and email follow-up with one clear next step.
Give it: Customer first name, service, estimate date, approved next step, and preferred tone.
ChatGPT Claude Perplexity
Check the quote facts and next step before sending.
Copy promptReply to a new customer inquiry Use this when
A new lead texted or filled out a form while you were working in the field.
You get
A fast response that collects the missing job details and moves the lead forward.
Give it: Paste the inquiry plus your service area, hours, accepted job types, and booking path.
ChatGPT Claude Perplexity
Send only after confirming service area and availability.
Copy promptText back a missed call Use this when
You missed a caller while on a job and want to respond before they call another company.
You get
A short text-back message that captures the reason for the call.
Give it: Business name, callback hours, service types, and how urgent issues should be handled.
ChatGPT Claude Perplexity
Use your real urgent-call process and callback details.
Copy promptTurn site notes into an estimate outline Use this when
You left a site visit with rough notes, photos, or a voice memo and need a clean estimate draft.
You get
An organized estimate outline plus a list of missing information to confirm.
Give it: Paste notes, measurements, requested work, known materials, and exclusions.
ChatGPT Claude Perplexity
Confirm scope, materials, and price in your estimating system.
Copy promptClarify scope before a customer approves Use this when
A customer is asking what is included, or the job has gray areas that could become change orders.
You get
A plain-language included/excluded summary and customer questions.
Give it: Approved scope, known exclusions, assumptions, and the customer's question.
ChatGPT Claude Perplexity
Use it as a draft alongside your approved proposal or contract.
Copy promptReply to a customer review Use this when
A customer posted a review and you want a prompt, professional public response.
You get
One human-sounding review reply ready for your approval.
Give it: Paste the public review, business name, and preferred sign-off.
ChatGPT Claude Perplexity
Read it once before posting publicly.
Copy promptAsk for an honest review after a completed job Use this when
A completed job went well and you want a consistent review-request message.
You get
A simple SMS and email request with your review link.
Give it: Customer first name, completed service, review link, and sender name.
ChatGPT Claude Perplexity
Send only to completed-job customers using your normal communication channel.
Copy promptCreate a before-and-after post Use this when
You have approved job photos sitting on your phone and need usable local content.
You get
A Google Business Profile update and two social-caption options.
Give it: Service performed, city or service area, approved photo description, and call to action.
ChatGPT Claude Perplexity
Confirm the photos are approved for public sharing.
Copy promptClean up job notes for the CRM Use this when
Your field notes or voice transcript are messy and the office needs a clean record.
You get
A structured job summary, follow-up tasks, and missing-information list.
Give it: Paste field notes or a transcript after removing sensitive payment details.
ChatGPT Claude Perplexity
Have the technician or office confirm the final record.
Copy promptDraft a seasonal service reminder Use this when
You want to remind past customers about a relevant seasonal service or maintenance window.
You get
A concise email and text campaign draft for your customer list.
Give it: Season, service, target customer group, booking path, and any approved offer.
ChatGPT Claude Perplexity
Use your existing customer list and normal opt-out process.
Copy promptDraft a technician job post Use this when
You need a clear hiring post without spending an afternoon writing it.
You get
A practical job listing and a short set of screening questions.
Give it: Role, trade, pay range, benefits, schedule, area, licenses, and application path.
ChatGPT Claude Perplexity
Confirm compensation and requirements before publishing.
Copy promptTriage customer messages and draft replies Use this when
Your inbox is crowded and you need to identify which messages require action today.
You get
A priority list and draft replies for appropriate customer messages.
Give it: Paste selected redacted messages plus your business hours and escalation rules.
ChatGPT Claude Perplexity
Review every proposed action before replying.
Copy promptTurn a repeated process into a checklist Use this when
The same office or field task gets done differently every time.
You get
A short standard checklist your team can test and improve.
Give it: Describe the process, who performs it, tools used, and where mistakes usually happen.
ChatGPT Claude Perplexity
Test the checklist once with the person who performs the work.
Copy prompt