Job 14 of 19 · Outline

Agree in writing who's responsible when the customer buys the parts

The problem

Customers buy taps and toilets online, then blame the fitter when they fail. A short note agreed before you start makes it clear.

What AI does

AI drafts a short, friendly note setting out who is responsible when a customer buys their own parts, based on your own position. It goes out alongside your quote, and you file the customer's answer.

Time

Time: About 10 minutes onceTools: ChatGPT, Copilot

The steps, in short

  1. Decide your position on fitting parts customers buy.
  2. Have AI draft a short, friendly note.
  3. Include it with your quote, asking the customer to confirm by reply.
  4. File their answer alongside the job.

A short sample prompt

I'm a plumber in [nation]. Draft a short, friendly note for customers who supply their own parts, explaining my position: [position]. Clear on who covers what, with no blame.

In the full playbook

  • 4 steps in full
  • The exact prompt to copy
  • A check-before-you-send list (3 points)
  • UK notes with official sources
The full playbook

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