Job 11 of 17 · Outline

Track active jobs across crews

The problem

With many jobs on the go across crews, things get missed. A shared tracker keeps every job on course.

What AI does

AI lays out a simple tracker for active jobs across your crews, using job references, not customer names. You and your crew leads keep it updated and check it for jobs that have stalled.

Time

Time: 15 minutesTools: ChatGPT, Gemini

The steps, in short

  1. Have AI lay out a tracker with the headings you choose.
  2. Share it with your crew leads.
  3. Keep it updated as work progresses.
  4. Review it regularly for stalled jobs.

A short sample prompt

I'm a roofer in [nation]. Lay out a spreadsheet to track active jobs with these columns: [your column headings]. Use job references, not customer names, and add a flag for jobs that haven't moved.

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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