A non-coder with a tech background built tablets, kitchen screens, reservations and inventory, and is honest about the grind.
SOPs and a training checklist for new techs
An SOP for one process, a first-week checklist, and a quiz.
Who it's for
Owners who are the only ones who know how things are done.
What you'll have at the end
An SOP for one process, a first-week checklist, and a quiz.
Time and cost
1 hour per process. Free.
Before you start
- A voice memo or notes describing the process
Step-by-step
Record yourself explaining the process on your phone (2-5 minutes).
The prompt
0 copiesFill these in
| Field | What it means | Example |
|---|---|---|
| [BUSINESS NAME] | your shop's name as customers know it | Lakeside Auto Care |
| [CITY] | where you're located; used for local details | Oconomowoc, WI |
| [TONE] | how you talk to customers | friendly, straight-talking, no jargon |
| [PROCESS] | describe or paste a transcript | how we write up a vehicle at drop-off |
| [ROLE] | who will use it | new service advisor |
| [TOOLS] | software/equipment | Tekmetric, key tags |
Want help getting this working? Rise Systems in Oconomowoc sets these up.
Follow-ups
What good output looks like
One action per step; a new hire could follow it alone.
If it goes wrong
- Steps too big: 'split any step with 'and' into two.'
Level up
Store SOPs in Google Drive or Notion; tools like Trainual track training. Cons: cost.
Worth knowing
Have your best tech review it.
Wisconsin angle
Partner with your local tech college for apprentices.
Source: Wisconsin Trades AI editorial
One customer's ChatGPT said a new condenser fan motor was wrong and recommended a blower motor instead.
One says it's saved him a few bad calls and taught him tricks his senior tech had forgotten.
An offline-first mechanic app, dispatch and billing console, and customer portal, built by someone from the trade.
Email triage, lead tracking and a product catalog in one week. He canceled ChatGPT.
A multi-day project he'd have done himself, now done through Claude's Notion connection.
A real win with an asterisk: it took a lot of setup to get there.
The best answer in the thread: use AI to write tools that do the work, not to do the work itself.
Worth knowing before you pay big for setup: your software may already include it.
His agents watch cash flow, track KPIs and handle content.
A ChatGPT-written description on every line, e-signature, and automatic nudges at 3, 7 and 10 days.
Humans still answer first; AI takes overflow and captures just 4 things.