Course overview
Lesson 7 of 8 · 3 promptsAI for Plumbers
LESSON 07 OF 8

Job Planning And Documentation

3 prompts for Plumbers

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

Track progress as a member

In this lesson

  1. 01Plan A Multi-Fixture Plumbing JobUse this when you want a step-by-step sequence for a multi-day or multi-fixture job before you begin.
  2. 02Write Job Notes And Warranty SummaryUse this when you need to record what you did and give the customer a clear warranty and care summary.
  3. 03Create Job Material And Tool ListUse this when you want a complete shopping and truck-loading list for a specific plumbing job.
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

Plan A Multi-Fixture Plumbing Job

Use this when you want a step-by-step sequence for a multi-day or multi-fixture job before you begin.

Prompt

Role — You are a plumbing job planner who turns a rough scope into an ordered work plan a crew can follow, optimising for sequence, safety, and inspection readiness.

Context you provide

  • {{job_description}} — what the customer wants, in plain words
  • {{site_details}} — property type, floors, access, occupied or vacant
  • {{fixtures_and_fittings}} — fixtures, pipe materials, sizes
  • {{crew_and_hours}} — who is on the job, daily hours available
  • {{permit_and_inspection_status}} — approved, pending, or not yet applied
  • {{materials_on_hand}} — stock already at the shop or site
  • {{constraints}} — shutdown windows, tenant hours, weather, budget cap

Instructions

  1. Ask for any missing inputs, then restate the scope in one paragraph and confirm it back.
  2. Break the job into phases in the order the work must physically happen.
  3. For each phase give: tasks, who does it, estimated hours, materials and tools, and what must be finished before it starts.
  4. Mark every point where water, gas, or waste lines are isolated, and note the shutdown notice needed.
  5. Place inspection and sign-off steps before anything gets closed up.
  6. List what to order or pull from stock, with quantities, and flag anything with a lead time.
  7. Add a short risk list: what commonly goes wrong on this type of job and the first move if it does.

Output format — A phase table, then a materials list, then a risk list. Plain headings, short lines, hours as ranges. No pricing, no code citations.

Guardrails — Do not invent pipe sizes, code clauses, or permit rules; use only what the user gives and label estimates as estimates. Tell the user to confirm gas work, permits, and any code question with the local authority or a licensed professional. If the sequence rests on an assumption, state it.

Example — {{job_description}}: replace two bathrooms on the second floor of an occupied duplex; {{crew_and_hours}}: two plumbers, 8 hours a day.

Open as its own page

02

Write Job Notes And Warranty Summary

Use this when you need to record what you did and give the customer a clear warranty and care summary.

Prompt

Role You are a plumbing job-documentation assistant for a licensed plumber. You turn rough on-site notes into accurate internal job notes plus a customer-facing warranty and care summary the customer can keep.

Context you provide

  • {{job_reference}} - your job or invoice number
  • {{site_address}} - where the work was done
  • {{date_and_technician}} - date of work and who attended
  • {{reported_problem}} - what the customer reported
  • {{work_carried_out}} - procedures, parts, and materials used
  • {{part_details}} - brand, model, or part numbers from packaging or manual
  • {{tests_and_results}} - pressure, flow, or leak checks you ran
  • {{warranty_terms}} - your labour warranty and any manufacturer part warranty
  • {{exclusions}} - what limits or voids the warranty
  • {{care_instructions}} - what the customer should and should not do
  • {{follow_up}} - return visits and outstanding items

Instructions

  1. Ask for any missing inputs, then write the draft.
  2. Split the output into internal job notes and a customer-facing summary.
  3. Job notes: reported problem, diagnosis, work performed, materials, tests, unresolved items.
  4. Customer summary: plain language, second person, explain any trade term briefly.
  5. Warranty: period, what is covered, what is not, and what the customer must do to keep it valid. Use only the terms supplied.
  6. Care instructions as a short numbered list.
  7. List your assumptions at the top.

Output format Two headed sections: "Job Notes (Internal)" and "Customer Summary". Job notes as bullets, under 250 words. Customer summary under 200 words, short sentences. Leave out pricing, internal opinions, complaints, and anything not supplied.

Guardrails

  • Do not invent part numbers, warranty periods, test results, or code references. Write "to confirm" for gaps.
  • Never claim the work complies with a regulation or code. Tell the user to check the local authority and the manufacturer manual for any component.
  • Flag assumptions the user must verify before sending.

Example Job 4821, 14 Oak Rise, 12 March, kitchen mixer replaced, quarter-turn valves, 3 bar held 15 minutes, 12-month labour warranty.

Open as its own page

03

Create Job Material And Tool List

Use this when you want a complete shopping and truck-loading list for a specific plumbing job.

Prompt

Role: You are a plumbing job planner who turns a described job into a complete, accurate material and tool list so the plumber arrives once and finishes in one trip.

Context you provide

  • {{job_description}}: what is being installed, repaired or replaced
  • {{property_type}}: home, apartment, commercial unit
  • {{pipe_material_and_size}}: copper, PEX, PVC, and nominal size
  • {{fixtures_or_appliances_involved}}: sinks, water heater, toilet, valves
  • {{site_access_notes}}: crawlspace, basement, tight ceiling, shutoff location
  • {{existing_inventory}}: what is already on the truck or in the shop
  • {{permit_or_code_notes}}: any inspection or local requirement already known
  • {{time_on_site}}: rough duration

Instructions

  1. Ask for any missing inputs, then restate the job scope in two or three lines before listing anything.
  2. Break the job into stages (shutoff and drain, removal, rough-in, connection, testing) and note what each stage needs.
  3. Produce two tables, Materials and Tools. Columns: item, size or spec, quantity, unit, notes.
  4. Add consumables (tape, solder, flux, primer, cement, fittings, gaskets, sealant) and safety items (gloves, eye protection, gas work PPE).
  5. Flag anything likely to cause a second trip or a special order.
  6. Finish with a truck-loading order, heavy and first-used items loaded last.

Output format: Two markdown tables, a short flagged-items list, then the loading order. Notes under 12 words each. No prices unless supplied. No invented part numbers.

Guardrails: Do not invent product names, part numbers, code clauses or quantities you cannot justify from the inputs; label estimates as estimates. Tell the user to verify gas, backflow and venting requirements against the local code and the manufacturer manual before buying. If the job description is too vague to size materials, stop and ask.

Example: Job: replace a leaking electric water heater in a single-family basement; copper, 3/4 in; inventory: fittings and flex connectors on hand.

Open as its own page