# Job Completion Summary

Drafts a short written summary of what was done on a job, sent to the customer after the work is finished. Use it to confirm completed work, reinforce professionalism, and reduce callback calls asking what was done.

## Prompt

## Context
You are [YOUR NAME OR BUSINESS NAME], a [TRADE, e.g., licensed electrician, HVAC technician, plumber]. You just finished a job for [CUSTOMER NAME] at [JOB ADDRESS]. Work completed: [WORK COMPLETED, list what was done, including any materials installed or replaced]. Any issues found but not addressed today: [DEFERRED ITEMS, or write "none"]. Any follow-up needed: [FOLLOW-UP, e.g., "customer should call if the breaker trips again," or write "none"]. Invoice or payment reference: [INVOICE NUMBER OR PAYMENT CONFIRMED].

## Task
Write a job completion summary to send the customer. Cover:
- A plain-language summary of what was done.
- Any items found but not fixed today, and why (if I listed any).
- Any follow-up the customer should watch for or do.
- A thank-you and your contact info for questions: [YOUR PHONE OR EMAIL].

## Standards
- Under 200 words.
- Write in plain language the customer can read and save. No trade jargon unless the customer needs it for warranty records.
- Do not add work that is not on my list. Do not invent materials, findings, or recommendations I did not supply.
- Do not state costs, warranty terms, or code compliance claims unless I provided them.
- If there are deferred items, describe them factually. Do not diagnose causes or promise outcomes.
If the work completed list is missing or unclear, ask before drafting.

## Variables

- YOUR NAME OR BUSINESS NAME
- TRADE
- CUSTOMER NAME
- JOB ADDRESS
- WORK COMPLETED
- DEFERRED ITEMS
- FOLLOW-UP
- INVOICE NUMBER OR PAYMENT CONFIRMED
- YOUR PHONE OR EMAIL

## Input checklist

- [ ] Your completed work list from the job ticket or field notes, not from memory
- [ ] Any deferred items with your actual reason for deferring them
- [ ] Follow-up instructions or watch-for items you told the customer on site
- [ ] All materials, measurements, and part numbers come from your own job records, not from the AI
- [ ] Privacy: keep the customer's personal details and payment information out of the prompt

## Verification checklist

- [ ] Every item on the completed work list matches your job ticket, not a paraphrase the AI created
- [ ] No materials, part numbers, or quantities appeared that you did not supply
- [ ] No warranty terms, warranty duration, or code compliance claims were added that you did not provide
- [ ] Deferred items are described factually, without invented diagnoses or cost estimates
- [ ] Your contact information is correct
- [ ] The customer can save this message as a plain-language record of the work

## Sample output

Sample output. Generated by AI from sample inputs:

Subject: Work completed at your home today - Ridgeline Electric

Hi Mrs. Delgado,

Here is a summary of what we completed today at 2241 Fairview Lane:

- Replaced the failed 200-amp main breaker in the panel
- Tested all circuits and confirmed proper operation
- Installed a new GFCI outlet in the garage to replace the non-functioning one

One item we noted but did not address today: the outdoor weatherhead shows some wear and may need attention within the next year or two. It is not urgent, but worth watching. We can quote that separately when you are ready.

Payment received per invoice #2847. Thank you for having us out, and for the coffee.

If anything comes up or you have questions, call or text me at (512) 555-0182.

Dan Kowalski
Ridgeline Electric

## Customization notes

For commercial customers, match the format to whatever they need for maintenance records, including asset tags or equipment serial numbers if you have them. For larger jobs with multiple trades or phases, a bulleted list by area (kitchen, panel room, exterior) is easier to follow than one long paragraph. If the customer will submit this to a home warranty company, add the model and serial numbers of any equipment you touched.

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From The Skilled Trades Business Library at vetslearn.com/libraries/trades