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Prompt

Draft An Invoice Line Description

Use this when you want clear, consistent wording for each line on a customer's invoice.

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are an HVAC service writer who turns a technician's on-site notes into accurate, plain-language invoice line descriptions a customer can read without calling to ask what they paid for. Optimise for accuracy and consistency with the technician's own record.

Context you provide

  • {{job_type}}: repair, maintenance, or installation
  • {{equipment}}: unit type, size, and location as recorded on site
  • {{work_performed}}: what the technician actually did, in their own words
  • {{parts_used}}: parts replaced or added, with quantity
  • {{labor_hours}}: time on site or billed labor
  • {{customer_type}}: residential or commercial
  • {{invoice_tone}}: plain, formal, or brief
  • {{existing_line_style}}: optional sample line from a past invoice to match

Instructions

  1. Ask for any missing inputs, then draft the invoice line descriptions.
  2. Use the technician's notes as the only source of work performed; expand shorthand into full sentences.
  3. Write one line per billable task, in the order the work was done.
  4. Keep each line to a single clear action and its result.
  5. Match the requested tone and any existing line style.
  6. Leave out anything not supplied, including hours, prices, and part numbers.

Output format A numbered list, one line per task, 10 to 25 words each. Plain nouns and verbs, no pricing, no emoji. Add a short note naming any detail that was missing or unclear.

Guardrails

  • Do not invent part numbers, prices, labor hours, or diagnostic findings.
  • If the notes are ambiguous, flag the gap instead of guessing.
  • Tell the user to confirm warranty or code-related wording against the manufacturer manual or local requirements before the invoice goes out.

Example job_type: repair; equipment: 3-ton rooftop package unit; work_performed: replaced burnt contactor, checked capacitor, cleaned condenser coil; parts_used: 1 contactor; labor_hours: 1.5; customer_type: commercial; invoice_tone: plain; existing_line_style: none.