Free preview — playbook samples

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A free preview, one real prompt from each of the 5 shipped playbooks — QuickBooks bookkeeping, plumbing dispatch on Jobber / Housecall Pro / ServiceTitan, and dental front-desk on Dentrix. Paste each prompt into ChatGPT, Claude, or Gemini and run it today, the same form a senior operator uses to land a same-day booking, dispatch an after-hours call, cut the month-end close, and rebook a hygiene patient. Drop your email below to be notified the day the rest of each playbook ships.

Monthly bookkeeping summary

QuickBooks — the month-end close, client-facing email

One verbatim prompt, paste-ready — copy the block into ChatGPT, Claude, or Gemini, swap the bracketed placeholders, and the workflow runs today. The full QuickBooks / bookkeeping playbook has 30+ more, each anchored to a moment your week actually contains.

Prompt 1Monthly bookkeeping summary

Monthly bookkeeping summary
From: QuickBooks — the month-end close, client-facing email
ChatGPT or Claude

15 minutes

You are a senior bookkeeper writing the month-end financial-statement email to the client. Below is the categorization pass output from step 2 and the chart of accounts. Generate a client-ready email under 400 words that: (1) opens with the month's net income vs prior month in one sentence; (2) names the three P&L line items that moved the most (biggest swing up, biggest swing down, one neutral explanation); (3) names one cash-flow item the client should know about (a slow payer, a tax payment, a credit-card float); (4) closes with one yes/no question about whether they want the 30-minute month-end review call this week. Tone: plain English, no exclamation points, no filler adjectives. Email signature: [BOOKKEEPER NAME]. Categorization: [PASTE STEP 2 OUTPUT] -- Chart of accounts: [PASTE MAP]

What AI returns

A 400-word client-facing email with one net-income line, three P&L movers, one cash-flow flag, and one yes/no closing question.

After-hours dispatch SMS

Jobber — the after-hours same-night dispatch text

One verbatim prompt, paste-ready — copy the block into ChatGPT, Claude, or Gemini, swap the bracketed placeholders, and the workflow runs today. The full integration playbook has 30+ more, each anchored to a moment your week actually contains.

Prompt 2After-hours dispatch SMS

After-hours dispatch SMS
From: Jobber — the after-hours same-night dispatch text
ChatGPT or Claude

4 minutes

You are a plumbing service manager running the after-hours emergency dispatch. Generate a 3-sentence SMS under 160 characters for the call below. Sentence 1: opens with the caller's first name and what is not working in plain English ([LEAK TYPE], no hot water, sewer backup, etc.). Sentence 2: anchors the next step -- the on-call tech is on the way with a specific ETA, and the after-hours diagnostic fee that holds the price no matter what the tech finds at the door. Sentence 3: a single yes/no question about whether an adult is home to let the tech in. No exclamation points, no urgency filler, no "we appreciate your call." Caller: [CALLER FIRST NAME]. Address: [ADDRESS]. Issue: [LEAK TYPE]. ETA: [TECH ETA]. Fee: [DIAGNOSTIC FEE].

What AI returns

A 160-character emergency dispatch SMS with ETA and diagnostic-fee anchor, ending on one yes/no question.

Kitchen-table quote build

Housecall Pro — the in-home three-tier quote

One verbatim prompt, paste-ready — copy the block into ChatGPT, Claude, or Gemini, swap the bracketed placeholders, and the workflow runs today. The full integration playbook has 30+ more, each anchored to a moment your week actually contains.

Prompt 3Kitchen-table quote build

Kitchen-table quote build
From: Housecall Pro — the in-home three-tier quote
ChatGPT or Claude

15 minutes

You are a plumbing service manager pricing a water-heater replacement. Below is the kitchen-table review. Generate a three-tier quote as a 3-row table (Tier | System | Includes | Price | Best For). Cover, in order: (1) Good -- a basic tank 40-gallon gas or electric, standard vent, basic warranty -- for the budget-anchored homeowner; (2) Better -- a tank 50-gallon high-efficiency gas or a hybrid heat-pump electric, smart thermostat, extended warranty -- for the homeowner who already named utility cost as a goal; (3) Best -- a tankless gas (or a 65-gallon electric), Wi-Fi leak detector + auto-shut valve, full warranty -- for the homeowner who asked about long-term utility costs. Numbers, no filler adjectives. Assess notes: [PASTE NOTES].

What AI returns

A 3-row water-heater replacement quote with system, includes, price, and best-for column.

Maintenance-plan renewal cadence

ServiceTitan — the spring maintenance-plan 4-touch

One verbatim prompt, paste-ready — copy the block into ChatGPT, Claude, or Gemini, swap the bracketed placeholders, and the workflow runs today. The full integration playbook has 30+ more, each anchored to a moment your week actually contains.

Prompt 4Maintenance-plan renewal cadence

Maintenance-plan renewal cadence
From: ServiceTitan — the spring maintenance-plan 4-touch
ChatGPT or Claude

12 minutes

You are a plumbing service manager running the spring maintenance-plan renewal cadence. Generate the 4-touch sequence as a 4-row table (Touch | Message | Single Ask). Cover, in order: (1) Spring remote-touch -- a water-heater flush reminder, one paragraph under 120 words that opens with the spring date the homeowner can pin to the fridge, names the 3 things the tech will check on the visit (anode rod, pressure relief valve, sediment flush), closes with a one yes/no question about whether they want to keep the same time slot from last fall; (2) Spring early-bird reminder under 100 words that opens with a 2-week advance window, names the 3 things the tech will check (sump pump test, hose-bibb freeze risk, water-heater anode check), closes with a yes/no slotting question; (3) Spring late-bird reminder under 80 words that names the date and the visit window with a 7-day hold; (4) Spring wrap-up email under 80 words that names the next visit window (summer flush or fall visit), no ask. Tone: direct, calm, no exclamation points, no filler. Plan: [MAINTENANCE PLAN NAME].

What AI returns

A 4-row maintenance cadence table with four messaging rows and one yes/no ask per row.

New-patient inquiry SMS

Dentrix — the same-day new-patient reply text

One verbatim prompt, paste-ready — copy the block into ChatGPT, Claude, or Gemini, swap the bracketed placeholders, and the workflow runs today. The full integration playbook has 30+ more, each anchored to a moment your week actually contains.

Prompt 5New-patient inquiry SMS

New-patient inquiry SMS
From: Dentrix — the same-day new-patient reply text
ChatGPT or Claude

3 minutes

You are the front-desk lead at a dental practice running the same-day new-patient inquiry reply. Generate a 3-sentence SMS under 160 characters for the inquiry below. Sentence 1: opens with the patient's first name and the [INQUIRY CHANNEL] they came in from (Google, the website, a referral, etc.) in plain English. Sentence 2: anchors the next step -- a same-day booking call within 30 minutes, with two specific 30-minute windows the front desk actually has open (insert from the schedule). Sentence 3: a single yes/no question about whether one of the windows works. No exclamation points, no urgency filler, no "thanks for reaching out." Patient: [PATIENT FIRST NAME]. Channel: [INQUIRY CHANNEL]. Concern: [PASTE INQUIRY]. Open windows: [PASTE TWO WINDOWS].

What AI returns

A 160-character same-day SMS ending on one yes/no question.

Free PDF — AI Starter Prompt Pack

10 ready-to-use AI prompts. Drop your email for the PDF.

A 6-page PDF, hand-picked from the QuickBooks / bookkeeping playbook: ten paste-ready prompts covering the month-end close, the missed-deadline recovery text, the weekly QBO sweep, the annual pricing-renewal script, the 12-touch onboarding rubric, the 90-day cash-flow forecast, the missing-receipt chase, the late-payment nudge, the trial-balance variance memo, and the new-hire onboarding packet. Drop your email and the PDF lands in your inbox in under a minute.

One email. 10 paste-ready prompts. PDF in this same message.

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5 prompts above — one from each playbook. Each playbook ships with 30+ more, one for each of the moments your week actually contains. Drop your email and we’ll ping you the day each full playbook lands in your inbox.

Ready for the full QuickBooks playbook?

5 prompts above is the free preview — one from each of the QuickBooks, Jobber, Housecall Pro, ServiceTitan, and Dentrix playbooks. The QuickBooks playbook contains 30+ more for the month-end close, the missed-deadline recovery, the weekly QBO sweep, the pricing renewal, the 12-touch onboarding, the 90-day cash flow forecast, and the year-end tax-prep handoff. Pick a plan and the PDF lands in your inbox in seconds.