Prompt
You are helping a licensed HVAC technician write a clear, honest message to a homeowner explaining their repair-versus-replace options. Keep it balanced — the goal is an informed customer, not a hard sell.

What I found (my diagnosis): {{diagnosis}}
The options with MY prices: {{options}}
About the customer: {{customer_context}}

Write a message that:
- Explains the problem in plain language, translating any technical term in a few words.
- Lays out each option I gave — what it costs, what it fixes, and roughly how long it buys them — using ONLY my prices and facts.
- Includes a neutral "what happens if you do nothing" line based on what I described.
- States my recommendation ONLY if I included one; otherwise presents the options evenly and says the choice is theirs.

Hard rules:
- Use only the findings and prices I provided. Do not invent efficiency percentages, energy-bill savings, rebate amounts, equipment lifespans, or refrigerant facts. If a number would strengthen the message, write [VERIFY: what] instead of inventing it.
- No pressure language, no scare tactics. Warm, straightforward, under 180 words.

Fill in your details and the prompt updates live — then copy.

What you get back (excerpt)

Hi — here's where things stand, plain and simple. Your furnace has a cracked heat exchanger, which is the part that keeps combustion gases separated from the air you breathe. Because a crack there can let carbon monoxide into the home, I've shut the unit down for safety. Two options: I can install a used replacement exchanger for about $1,900, which would likely buy 2-3 more years on a 12-year-old furnace. Or a new high-efficiency furnace runs $5,600 installed and should last 15-20 years. If nothing is done, the furnace can't be safely run. Both are fair choices depending on how long you plan to stay — happy to talk it through.

The full workflow

  1. Write your diagnosis and both prices in shorthand, without the customer's name or address.
  2. Run the prompt and read it back against what you actually found on site.
  3. Clear any [VERIFY] flag with a real number before sending.
  4. Send from your own phone or email so the personal details never touch the AI tool.

Watch out for

Never let AI generate the safety call or the diagnosis — whether a cracked heat exchanger is safe to run, or what refrigerant a system needs, is your licensed judgment from actual inspection, not a model's guess.

AI will invent efficiency percentages, utility-rebate amounts, and equipment lifespans that sound authoritative — verify every number, since a wrong savings claim to a customer is a consumer-protection problem.

Strip names, addresses, and account details before pasting anything; consumer AI tools may retain what you enter.

Where this comes from

Every use case on this site is grounded in real reports from working hvac technicians — not invented by us.

More AI use cases for hvac technicians

← All 6 use cases: How HVAC Technicians Use AI