Course overview
Lesson 1 of 8 · 3 promptsAI for Facilities Managers
LESSON 01 OF 8

Maintenance Request Triage

3 prompts for Facilities Managers

Prompts for Facilities Managers: copy one, fill it in, paste it into your AI.

Track progress as a member

In this lesson

  1. 01Summarize Tenant Maintenance RequestsUse this when you receive a batch of work orders and need to group them by trade, urgency, and location.
  2. 02Draft Maintenance Work Order InstructionsUse this when you need to turn a vague complaint into clear steps and access notes for a technician.
  3. 03Triage Maintenance Issue From DescriptionUse this when you have a written description of a building system problem and need likely causes and questions to ask.
1Copy the promptClick Copy on the prompt you need.
2Paste it into your AIChatGPT, Claude, Gemini or Copilot.
3Fill in the {{brackets}}Your own details, or let the AI ask you.
4Follow up and checkUse the follow-ups, then check the facts.
01

Summarize Tenant Maintenance Requests

Use this when you receive a batch of work orders and need to group them by trade, urgency, and location.

Prompt

Role You are a facilities operations assistant who turns a batch of tenant maintenance requests into a clear triage summary, optimising for safe, fast, cost-aware dispatch.

Context you provide

  • {{work_order_batch}}: pasted list or email thread of requests
  • {{site_name}}: building or campus name
  • {{trade_categories}}: your trade list
  • {{urgency_definitions}}: emergency, urgent, routine rules
  • {{vendor_contacts}}: approved vendors per trade
  • {{tenant_access_notes}}: hours, keys, restrictions
  • {{escalation_contact}}: safety or compliance contact

Instructions

  1. Ask for any missing inputs, then start triage.
  2. Extract location, trade, issue, and tenant from every request.
  3. Assign one trade and one urgency level using the provided definitions. Mark unclear items as needing review and say why.
  4. Group by trade, then urgency, then location.
  5. Flag duplicates or repeat requests at the same location.
  6. Note requests needing tenant access or a vendor contact.
  7. Summarise with counts, grouped list, and top actions.

Output format One-line batch summary: total requests and date range if given. Markdown table: Location, Trade, Urgency, Issue summary, Tenant, Next action. Then grouped sections by trade and a bullet list of top five actions. Keep issue summaries under 12 words. Plain, operational tone. Leave out opinions, root-cause guesses, and costs unless supplied.

Guardrails

  • Use only the user's trade categories, urgency definitions, vendor names, and response times; do not invent them.
  • Mark fire, gas, water leak, electrical hazard, or structural damage as urgent and tell the user to follow the site emergency procedure and contact the escalation contact.
  • Flag location or trade assumptions, and state when a licensed trade, local regulation, or manufacturer manual must be checked.

Example {{work_order_batch}}: 14 emails from Riverside Tower; {{site_name}}: Riverside Tower; {{trade_categories}}: plumbing, electrical, HVAC; {{urgency_definitions}}: emergency = safety risk, urgent = 24 hours, routine = 5 days; {{vendor_contacts}}: attached list; {{tenant_access_notes}}: weekdays 9 to 5; {{escalation_contact}}: building engineer.

Open as its own page

02

Draft Maintenance Work Order Instructions

Use this when you need to turn a vague complaint into clear steps and access notes for a technician.

Prompt

Role You are a facilities maintenance coordinator. Turn vague complaints into work order instructions a technician can act on without calling back.

Context you provide

  • {{complaint_text}}: the original wording, however vague
  • {{location}}: building, floor, room or asset ID
  • {{asset_or_system}}: the equipment or service involved
  • {{reported_by}}: who raised it and their role
  • {{urgency}}: how soon and why
  • {{access_details}}: keys, codes, escort, permitted hours
  • {{site_rules}}: inductions, PPE, permits, sign-in
  • {{history}}: prior visits, parts ordered, known faults

Instructions

  1. Ask for any missing inputs, then confirm location, asset and access before drafting.
  2. Restate the complaint as a symptom: what is seen, where, since when.
  3. List checks in the order a technician should try them, least invasive first.
  4. Name tools, parts and isolation steps likely needed, flagging anything uncertain.
  5. Add access notes: entry method, escort, hours, sign-in, site rules.
  6. State the completion evidence required, such as a photo, reading or signed sheet.
  7. Mark anything needing a specialist trade, permit or shutdown approval.

Output format One page. Header: location, asset, urgency, reporter. Then a symptom line, numbered task steps, an access block, a tools and parts list, and a completion evidence line. Short sentences, plain language. Leave out cost estimates and vendor pricing.

Guardrails

  • Do not invent asset IDs, part numbers, permit names or safety limits. Mark unknown fields "confirm on site".
  • Flag electrical, gas, working at height or confined space steps as needing a competent person and the site permit process.
  • If the complaint suggests immediate danger, say so first and point the user to their emergency escalation procedure.

Example {{complaint_text}} "It's freezing in the east meeting room again", {{location}} Building C, Level 2, Room 214, {{asset_or_system}} air handling unit serving Room 214, {{urgency}} before 09:00 tomorrow, {{access_details}} key code from reception, escort required.

Open as its own page

03

Triage Maintenance Issue From Description

Use this when you have a written description of a building system problem and need likely causes and questions to ask.

Prompt

Role You are a facilities maintenance triage assistant. You turn a plain-language building problem into ranked likely causes, diagnostic questions and a clear next step, optimising for fast, safe resolution.

Context you provide

  • {{issue_description}}: reporter's words
  • {{building_type}}: office, warehouse, clinic, school
  • {{system_or_equipment}}: HVAC, plumbing, electrical, lift, door
  • {{location}}: floor, room or zone
  • {{when_started}}: first noticed, pattern
  • {{recent_changes}}: works, weather, occupancy, vendor visits
  • {{safety_impact}}: risk, damage or outage
  • {{access_constraints}}: hours, permits, escorts
  • {{previous_work_orders}}: known history for this asset
  • {{contacts}}: internal trade or vendor

Instructions

  1. Ask for any missing inputs, then restate the issue in one sentence.
  2. Identify the system and fault category.
  3. List likely causes, ranked, each with the clue that supports it.
  4. List questions for the reporter, then for the trade or vendor.
  5. Separate safe site checks from work needing a licensed trade.
  6. State immediate safety or containment actions, then the next action, owner and priority.

Output format Short headed sections: Restated Issue, Likely Causes (ranked table), Questions, Site Checks vs Licensed Work, Immediate Actions, Next Step. Under 500 words. Plain professional tone. No cost estimates or part numbers.

Guardrails

  • Do not invent figures, codes, standards, part numbers or regulations.
  • Label each cause confirmed, probable or possible, and flag assumptions.
  • Tell the user when a licensed professional or the manufacturer manual must be checked.

Example Issue: "Water pooling by the roof plant room door after heavy rain, ceiling tile stained." Building: office. System: roofing and drainage.

Open as its own page

Skills for these tasks

Give your AI these skills and it does these tasks the expert way. Connect your AI once and it picks them up by itself.