Made for Electricians
Close the Job, Collect Payment, and Prevent Callbacks
75 min
Advanced
Customers
Communicate Better
Close an electrical job with verified records, resolved punch items, organized proof, a reviewed invoice, clear warranty terms, and disciplined payment follow-up.
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Use this when
The electrical work is substantially complete, and you need to clear remaining issues, walk the customer through the result, issue the final invoice, and close the file.
You'll need
- Job Type
- Job and Customer Summary
- Approved Scope and Change Orders
- Testing and Inspection Records
- Open Punch Items
- Closeout Photos and Documents
- Invoice and Payment Status
- Warranty Terms
- Callback Risks and Customer Concerns
You'll get
- Approved scope and changes reconciled against completed work
- Testing, inspection, permit, labeling, and energization records classified by status
- Every closeout blocker assigned a correction and verification path
- Required punch corrections supported by fresh evidence
- Closeout photos and documents indexed
- Customer walkthrough and acceptance status recorded
By the end of this playbook
You will have:
- Approved scope and changes reconciled against completed work
- Testing, inspection, permit, labeling, and energization records classified by status
- Every closeout blocker assigned a correction and verification path
- Required punch corrections supported by fresh evidence
- Closeout photos and documents indexed
- Customer walkthrough and acceptance status recorded
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
Job type: Commercial service Job summary: I replaced a failed 200-amp panel in a retail unit and added surge protection through an approved change order. Final inspection passed, but the customer walkthrough hasn't happened. Scope: Panel replacement, breakers, labeling, permit, startup checks, and cleanup. Drywall repair excluded. Surge protection added by signed change order. Records: Voltage checks and torque sheet complete. Inspection approval is in an email. Permit-card photo is missing. Punch: Replace one handwritten circuit label, send the revised directory, and confirm wall repair by the painter. Documents: Before-and-after photos, panel photos, torque sheet, inspection email, proposal, and change order. Billing: $8,400 contract, $650 approved change, $4,000 deposit, $5,050 draft balance due on receipt. Warranty: One-year labor warranty with stated exclusions for utility issues, customer damage, existing wiring outside scope, and work by others. Risks: Existing rooftop equipment may still trip for reasons outside the panel scope. Customer needs instructions for the surge indicator.
Sample assembled prompt
CLOSEOUT STATUS Ready after listed corrections. Don't close until: - The... - The revised panel directory is... - The missing permit record is... - The customer walkthrough records the... SCOPE RECONCILIATION - Original panel scope:... - Surge protection: Approved by signed... - Drywall repair: Excluded and assigned... - Rooftop-unit fault: Existing condition outside... PUNCH PRIORITY 1. Circuit label: Contract completion blocker. Replace, photograph, and update the directory. 2. Revised directory: Contract completion blocker. Deliver the final version and retain... 3. Permit-card record: Documentation blocker. Request the official record before final... 4. Wall repair: Work by others. Confirm responsibility during the walkthrough without... INVOICE DECISION The arithmetic supports a... Release should follow correction of the... CALLBACK SCREEN - Rooftop-unit tripping: High... Document the warning and avoid promising... - Surge indicator: Moderate customer-use risk. Demonstrate normal indication and provide manufacturer... - Panel directory: High preventability. Deliver the corrected version before closeout.