Copy-paste prompts: HVAC contractors

Copy one of these prompts, change the bracketed parts, and paste it into your AI for common HVAC work in Projul.

Say this

Add a lead in Projul for a new client, [Dale Harmon], phone [(435) 555-0164], email [dale@example.com]. The job is [Harmon 4-Ton Heat Pump Changeout] at [742 N Bluff St, St. George, UT 84770]: [18] year old condenser locked out, air handler in the garage, [2,100] sq ft single story. Likelihood [70]%.

Create an estimate for [Dale Harmon] on [Harmon 4-Ton Heat Pump Changeout] in Projul from my [Residential Heat Pump Changeout] template. Change the equipment to [4 ton] and the line set to [35] feet. Apply our [Utah] sales tax.

What happens

Your AI asks you to approve, then creates or updates the record: the lead on "Lead pipeline", the estimate in "Estimates" as a Draft.

The schedule in projul for the week with first furnace and ac replacement task placed on a crew member day

Note: Reading works with either key; creating or changing a record needs a Read-Write key. Publishing and sending an estimate, invoicing, payments, purchase orders and time tracking are done in Projul. See Which Projul features are not available to my AI yet?

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