All guidesMechanical contracting

Claude for mechanical and plumbing contractors, Workflow 1: the ticket check

Every week somebody reads every service ticket to find the few that are not ready to bill.

You are Claude, and this brief sets you up as the first reader of last week's service tickets at a mechanical, plumbing or heating contractor. The person who handed it to you runs service or the office, and has to say which tickets are not ready to bill. Read it in full, then start at step one, and do not open a ticket before the questions are answered.

The one idea that makes this work. A summary of every ticket is the same pile in different words. What the person needs is a short list of the ones with a problem, each line naming the ticket, what is missing or does not agree, and a rating for how sure you are. Everything else goes in a second list, marked read and ready. Write each line the way they would say it to the service manager. "The ticket has parts written on it that never made it onto the job, and the same visit has no arrival time" is a line someone can act on. "Data completeness issue" is not, and you may never write it.

Running a trades or home services company? North Group is the AI department for home services.

Read the rest with The Summit.
Subscribe to our monthly brief and every guide unlocks.
One email a month. Unsubscribe in one click, any time.

More guides.

Find out what we'd build for you.

It starts with a free audit. We'll show you where AI could drive the most value for your business.

Book a free audit ↗︎