01
Build the fact and priority sheet
You separate the reported symptom from confirmed findings, connect each finding to evidence, and check that every priority came from your shop's inspection process.
Made for Auto Mechanics
Send a Clear Digital Inspection Summary
15 min
Intermediate
Communication
Communicate Better
Create a concise digital inspection summary that separates urgent repairs from optional work without overstating findings or hiding costs.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Give your customer the facts needed to make a decision without forcing a long phone call or creating confusion about safety, price, or scope.
Your answers save as you type.
What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
Draft the customer summary
You turn the verified facts into a short message that explains the decision without burying the urgent item or mixing it with optional maintenance.
03
Run the send check
You compare the draft with your inspection record and estimate before sending it through your shop's approved system.
Make Your Play
Send a Clear Digital Inspection Summary
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
Add only the customer and vehicle details you need to identify the inspection.
State what your customer reported without changing the wording into a confirmed diagnosis.
0/10000
List only what you confirmed during your inspection or testing.
0/10000
Add your photo labels, test results, wear measurements, fault codes, or other supporting evidence.
0/10000
Choose the priority your shop assigned after reviewing the confirmed findings.
List your available options, included work, parts choices, and any option you don't recommend.
0/10000
Give your estimated amount and state whether tax, fees, or possible added work are included.
0/10000
List your separate maintenance or lower-priority recommendations that can reasonably wait.
0/10000
State how and when you need approval for the selected work.
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Build the fact and priority sheet
You separate the reported symptom from confirmed findings, connect each finding to evidence, and check that every priority came from your shop's inspection process.
02
Draft the customer summary
You turn the verified facts into a short message that explains the decision without burying the urgent item or mixing it with optional maintenance.
03
Run the send check
You compare the draft with your inspection record and estimate before sending it through your shop's approved system.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
You can paste your inspection notes into the matching fields, even if the notes are rough. Check every measurement, price, and priority before you send the finished message. Remove any section that doesn’t apply.
Advanced instructions
You can add shop-approved priority definitions, warranty details, parts choices, labor notes, and estimate expiration terms. Keep technical detail tied to a customer decision, and flag anything that still needs service advisor or shop approval.
Use this when
Use this after you finish an inspection and have confirmed findings, supporting evidence, repair options, and an estimate ready for customer approval.
You'll need
- Customer and vehicle
- Reported symptom
- Confirmed findings
- Photos or measurements
- Priority
- Repair options
- Estimated total
- Optional work
- Approval details
You'll get
- One customer-ready summary that matches your inspection record, distinguishes urgent work from optional work, shows the price conditions, references available evidence, and ends with a specific approval question
- Every claim and amount before sending checked
By the end of this playbook
You will have:
- One customer-ready summary that matches your inspection record, distinguishes urgent work from optional work, shows the price conditions, references available evidence, and ends with a specific approval question
- Every claim and amount before sending checked
Examples
Progress 1 of 3