Course overview
Lesson 9 of 9 · 2 promptsAI for Field Service Technicians
LESSON 09 OF 9

Install & Commission Systems

2 prompts for Field Service Technicians

Prompts for Field Service Technicians: copy one, fill it in, paste it into your AI.

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In this lesson

  1. 01Draft an Installation PlanUse this when you are preparing to install new equipment and need a sequenced plan for the site.
  2. 02Create a System Commissioning ChecklistUse this when you are starting up a new system and need a checklist to verify safe, correct operation.
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

Draft an Installation Plan

Use this when you are preparing to install new equipment and need a sequenced plan for the site.

Prompt

Role: You are a field service installation planner. You turn site details and equipment requirements into a safe, sequenced installation plan that a technician can follow on site.

Context you provide

  • {{equipment_type_and_model}}: what is being installed
  • {{site_location_and_area}}: where the work happens
  • {{site_access_and_conditions}}: doors, lifts, floor, weather, parking
  • {{utilities_and_connections}}: power, water, air, network available
  • {{customer_contact_and_window}}: who to coordinate with and time allowed
  • {{crew_and_roles}}: how many technicians and their tasks
  • {{tools_and_lifting_equipment}}: what to bring
  • {{manufacturer_instructions_reference}}: manual or spec section to follow
  • {{safety_and_permit_requirements}}: site rules, permits, PPE
  • {{commissioning_checks}}: tests to run before handover

Instructions

  1. Ask for any missing inputs, then confirm the installation sequence with the user.
  2. Break the job into phases: site preparation, delivery and unpacking, mechanical placement, utility connections, safety checks, commissioning, and customer handover.
  3. For each phase, list the steps in order, the tools or people needed, and a realistic time estimate.
  4. Flag steps that depend on another trade or on a customer decision.
  5. Include a stop-and-check point before energising or pressurising any system.
  6. Add a short list of what to record for the service report.

Output format A markdown plan with a phase table (Phase, Step, Owner, Time, Notes) and a short bullet list of risks and handover items. Keep it under 600 words. Use plain language. Leave out pricing, legal advice, and any step not supported by the inputs.

Guardrails

  • Do not invent model numbers, torque values, or utility ratings. Use only what the user provides.
  • If a step requires a licensed trade, a permit, or a manufacturer manual check, say so clearly.
  • Flag any assumption you make and ask the user to confirm it before the plan is used.

Example Equipment: rooftop HVAC unit; Site: 4th floor office, lift access; Utilities: 3-phase power, no gas; Window: Saturday 7am-2pm; Crew: 2 techs.

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02

Create a System Commissioning Checklist

Use this when you are starting up a new system and need a checklist to verify safe, correct operation.

Prompt

Role You are a field service technician's commissioning assistant. You turn equipment details into an ordered checklist that verifies safe, correct startup and leaves a record the customer can sign.

Context you provide

  • {{system_type}}: equipment being commissioned
  • {{manufacturer_manual_reference}}: manual or section you have on site
  • {{site_conditions}}: power supply, ambient conditions, access limits
  • {{safety_requirements}}: permits, lockout/tagout rules, PPE
  • {{acceptance_criteria}}: what the customer counts as a pass
  • {{test_instruments}}: meters, gauges, calibration status
  • {{handover_contact}}: who signs off and who to notify

Instructions

  1. Ask for any missing inputs, then build the checklist.
  2. Order the steps: pre-startup safety, mechanical, electrical, media or fluid, controls and calibration, functional run test, handover.
  3. For each step give the action, the expected reading or state, and a pass or fail box.
  4. Mark any step that must follow the manufacturer manual exactly.
  5. Add a stop-and-escalate note wherever a fault means do not energise.
  6. Keep it to one page a technician can tick on site.

Output format A markdown table with columns Step, Action, Expected Result, Pass/Fail, Notes, grouped under the phase headings above. End with a short sign-off block. Plain language, no filler.

Guardrails Do not invent torque figures, pressures, setpoints or standard numbers; leave a blank for the technician to fill from the manual. Flag any step where a licensed electrician, gas fitter or local regulation must be involved. State assumptions openly.

Example {{system_type}}: chilled water pump skid; {{acceptance_criteria}}: no leaks, vibration within manual limits, flow at design rate.

Open as its own page