All use cases
Playbooks

Step-by-step playbooks.

15 complete walk-throughs: what you need, each step, the prompt, an example and what to do when it goes wrong.

AU
Answer missed and after-hours calls (and book the job)

A complete after-hours call script and the instructions to paste into an AI receptionist (or give to an answering service).

Auto repairHVACPlumbingElectricalGarage doorsMediumPlaybook
  1. Write down what counts as an emergency for you (e.g. no heat with kids in the house).
  2. Run the prompt and fill the brackets.
Wisconsin Trades AI editorial·Oct 2026
WI
Get more Google reviews and handle bad ones calmly

A review-request text and email, plus replies for good and bad reviews you can reuse.

All tradesMediumPlaybook
  1. Get your review link.
  2. Run the prompt for request messages.
Wisconsin Trades AI editorial·Oct 2026
AU
Write estimates customers understand and approve

A clean estimate with a plain-English summary, a line-item table, what's not included, and how to approve.

Auto repairHVACPlumbingElectricalGarage doorsAuto bodyMediumPlaybook
  1. Copy the prompt below with the Copy button, paste it into the message box, and replace every [BRACKET] with your details.
  2. Press Enter. Read the whole answer before using any of it.
Wisconsin Trades AI editorial·Oct 2026
HV
Follow up on every unsold estimate

A 3-message follow-up sequence you can send by hand or load into your software.

HVACPlumbingElectricalGarage doorsAuto repairAuto bodyMediumPlaybook
  1. Open chatgpt.com (or claude.ai) and sign in.
  2. Click **New chat** (top left).
Wisconsin Trades AI editorial·Oct 2026
WI
Hire a tech: job posting plus interview questions

An Indeed-ready posting, 5 screening questions, and an interview guide with a scoring rubric.

All tradesMediumPlaybook
  1. Open chatgpt.com (or claude.ai) and sign in.
  2. Click **New chat** (top left).
Wisconsin Trades AI editorial·Oct 2026
WI
Raise prices without losing good customers

An email, a counter sign, and phone talking points.

All tradesMediumPlaybook
  1. Open chatgpt.com (or claude.ai) and sign in.
  2. Click **New chat** (top left).
Wisconsin Trades AI editorial·Oct 2026
HV
Launch a maintenance membership plan

A plan page, a tech script, an FAQ, and a renewal email.

HVACPlumbingAuto repairGarage doorsMediumPlaybook
  1. Open chatgpt.com (or claude.ai) and sign in.
  2. Click **New chat** (top left).
Wisconsin Trades AI editorial·Oct 2026
PM
Triage tenant maintenance requests (emergency vs routine)

A triage table, tenant one-pager, and AI receptionist rules.

Property managementMediumPlaybook
  1. Open chatgpt.com (or claude.ai) and sign in.
  2. Click **New chat** (top left).
Wisconsin Trades AI editorial·Oct 2026
BD
Explain the insurance claim process to collision customers

A plain-English claim guide, an FAQ, and a 'what to bring' list.

Auto bodyMediumPlaybook
  1. Open chatgpt.com (or claude.ai) and sign in.
  2. Click **New chat** (top left).
Wisconsin Trades AI editorial·Oct 2026
HV
Run a fall furnace tune-up or winterize campaign

An email, text, Google post, and tech script for one campaign.

HVACPlumbingAuto repairMediumPlaybook
  1. Open chatgpt.com (or claude.ai) and sign in.
  2. Click **New chat** (top left).
Wisconsin Trades AI editorial·Oct 2026
WI
Get paid faster: invoices and payment reminders

A 3-step reminder sequence plus a payment plan offer.

All tradesMediumPlaybook
  1. Open chatgpt.com (or claude.ai) and sign in.
  2. Click **New chat** (top left).
Wisconsin Trades AI editorial·Oct 2026
WI
SOPs and a training checklist for new techs

An SOP for one process, a first-week checklist, and a quiz.

All tradesMediumPlaybook
  1. Record yourself explaining the process on your phone (2-5 minutes).
  2. Get a transcript (most phones can do this, or upload to ChatGPT).
Wisconsin Trades AI editorial·Oct 2026
WI
Turn job photos into social posts

Facebook and Instagram posts from one set of before/after photos.

All tradesMediumPlaybook
  1. Open chatgpt.com (or claude.ai) and sign in.
  2. Click **New chat** (top left).
Wisconsin Trades AI editorial·Oct 2026