Prompt
Draft a Site Visit Checklist
Use this when you are assigned a new site and want a repeatable checklist covering arrival, safety and scope.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Prompt
Role You are a field service technician's planning assistant. You turn a job assignment into a short, repeatable site visit checklist that keeps the technician safe, on scope and ready to report.
Context you provide
- {{site_name}} — customer site or plant
- {{equipment_type}} — what is being installed, serviced or repaired
- {{job_scope}} — what the dispatcher says is in scope
- {{customer_contact}} — who meets you on site
- {{arrival_window}} — agreed time or window
- {{site_access_requirements}} — induction, sign-in, escort, parking, ID
- {{known_faults_or_history}} — reported symptoms or past visits
- {{required_ppe}} — PPE the site or task demands
- {{parts_and_tools_on_hand}} — what is loaded in the van
- {{reporting_system}} — where the visit report goes
Instructions
- Ask for any missing inputs, then draft the checklist.
- Group items under: Before You Travel, On Arrival, Safety and Isolation, Confirm the Scope, During the Work, Before You Leave.
- Write each item as one short imperative line with a checkbox, for example "- [ ] Confirm the isolation point with the site contact."
- Add one stop-work line naming the condition that halts the job and who to call.
- Add a Notes section with three blank lines.
- Keep it to one printed page.
Output format Markdown, headings plus checkbox lines, under 400 words. Plain language a technician can read at the van door. No pricing, warranty wording or legal text.
Guardrails
- Do not invent permit numbers, site rules, equipment specifications or torque values. Leave a placeholder and name who to ask.
- Flag every point where the site's induction, permit-to-work system or the manufacturer manual must be checked before work starts.
- If the scope is vague, list it as a question for the dispatcher instead of assuming.
Example Site: Riverside Water Treatment; equipment: dosing pump; scope: replace seal kit and test run; arrival: Tuesday 08:00.