AI Prompts for Tradies
Free AI Playbook · 19 pages · no strings The solar installer who replies first — then earns trust — wins the job, not the one who’s lowest-priced or pushiest Solar is a considered, high-ticket buy. A homeowner gets three or more quotes over weeks, researches hard, and is genuinely scared of being ripped off — by an oversized system, cheap panels, a hard-sell door-knocker, or an installer who vanishes long before the 25-year warranty matters. Speed still gates it: a slow quote is a lost one. But the job goes to whoever answers first and then behaves like the honest operator — a real site-assessed quote, a system right-sized to their usage, savings they’ll actually stand behind, and a business that’ll still be here to honour the warranty. This playbook shows exactly how to be that installer — no “$0 bills,” no fairy-tale payback. Grab the free playbook →

AI prompts for solar installers

Free, copy-paste prompts you can use today — replying to a fresh enquiry before your competitor does, standing on a roof working out what the system should actually be, or at the kitchen table turning an honest assessment into a proposal a scam-wary homeowner can trust.

Short version: Solar installers use AI as a fast writing and thinking mate. You paste a prompt, swap the bits in [square brackets] for your job details, and it drafts the quick, professional reply that gets you onto the shortlist, the honest wording on why a real price needs a site and roof assessment, the follow-up that stays helpful across the weeks a buyer takes to decide, the clear proposal that makes your honest quote easy to compare, the review request, the rebate paperwork done straight — in seconds. You still check it and send it. It doesn’t replace your accreditation, your electrical licence or your on-site assessment; it clears the paperwork so you can get back on the roof.

How to use this page: pick a prompt below, copy it into ChatGPT, Copilot, Gemini or Claude, replace every [bracketed] bit with your real details, then read it before you send. The AI never assesses the roof, never sizes the system, never designs the electrical, and never promises a savings or payback figure — that stays with you on site and with whatever accreditation and licence covers the work. Leave the numbers to your assessment; the AI just writes the words around them.

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1. The enquiry & the honest, site-assessed quote

Solar money starts with an enquiry, not an emergency — but speed still gates the whole thing. A homeowner who’s ready to get quotes fires off three or four at once, and the installer who replies first, fastest and most professionally lands on the shortlist; the one who takes two days is already out. These get you replying first and quoting the honest way — a proper site and roof assessment, a system sized to their real usage — instead of a phone figure or a door-knock “special” you can’t stand behind.

Reply fast and professionally to a quote request
Act as an experienced, accredited solar installer replying to a fresh quote enquiry, fast and professionally, to land on the homeowner’s shortlist before my competitors do.
They wrote / asked: "[paste their message, e.g. after a quote for panels, maybe a battery, wondering what it’ll cost and how much they’ll save]". Location / suburb: [area].
Thank them, sound calm and genuinely expert (not salesy), and set up the honest process: I’ll give them a clear proposal once I’ve looked at their roof and their actual power usage, because that’s the only way to get the price and the system right. Then ask the few things I need to move: [is it a house or a business; do they own it; roughly what their quarterly/monthly bill or usage is; roof type and rough age; any shading from trees or neighbours; are they interested in a battery now or later; and can they send a recent bill and a photo of the switchboard].
Warm, confident and brief — the tone of someone who clearly knows solar and isn’t here to pressure them.

A ready-to-buy homeowner sends several enquiries at once and shortlists whoever replies first and sounds most competent. Speed and calm expertise beat “lowest price” at this stage — you’re auditioning for trust, not undercutting.

Explain why a real price needs a site & roof assessment
Write a friendly, confident message to [customer name] explaining why I’ll give them a sensible ballpark range now but confirm the real price only after I’ve assessed their roof and their usage — not over the phone and definitely not a door-knock “today only” figure.
Explain in plain terms what an honest quote actually depends on: how much power they really use and when, the roof (type, pitch, orientation, condition and age), any shading across the day, the switchboard and whether it’s single- or three-phase, the cable run and meter, and whether they want a battery. All of that changes the right system and the price.
Frame the honesty as the value: a firm number quoted sight-unseen is either a guess or the setup for a “variation” later, and the hard-sell operators who quote on the doorstep are exactly the ones homeowners regret. Reassure them the assessment is how they avoid being oversold. Reassuring, not lecturing.

The doorstep price and the phone figure are the scammer’s tells — sell the site assessment as the thing that protects the buyer from being oversold, and you’ve already separated yourself from the sharks.

Right-size the system to their usage — don’t oversell kW
Help me write a clear, honest message to [customer name] about sizing their system to what they actually use, rather than selling them the biggest system I can.
Their situation: [paste — rough usage or bill, when they use most power (day vs night), whether they’re home during the day, any plans like an EV, a pool, or a battery].
Explain simply why bigger isn’t automatically better: a system sized to their genuine usage and roof gives the best return, whereas an oversized array they can’t use much of just inflates the price and mostly exports at a low feed-in rate. Note that a common hard-sell trick is to oversize the system to push up the total, and that I size to their needs on purpose.
Keep the specific kW and dollar figures blank for me to fill after the assessment — don’t invent numbers. Straightforward and trustworthy in tone.

Oversizing to inflate the price is the classic solar rip-off. Right-sizing — and saying so out loud — is a trust signal that costs you a bit of headline kW and wins you the job and the referral.

The pre-assessment questions that get the quote right
Give me a short, friendly set of questions to send [customer name] before I come out to assess their place for solar, so I arrive with what I need and can prepare an accurate proposal.
Group them plainly for a homeowner: their power use (a recent bill or two, roughly how much they use and whether it’s mostly day or night, whether someone’s home during the day); the roof (type — tin/tile/other, rough age and condition, any storeys/access issues, and how much shading from trees or neighbours across the day); the electrics (single- or three-phase if they know, roughly where the switchboard and meter are, any recent switchboard work); and their goals (battery now or later, an EV, a pool, plans to extend).
Ask them to send a recent bill and a couple of photos (roof, switchboard) if they can. Keep it short and easy — no jargon, nothing that feels like a test. Don’t ask for anything sensitive like bank details.

The right questions up front are what let you quote accurately and once — and they quietly show the homeowner you assess properly instead of guessing, which is half the trust battle.

Reply first to an online or aggregator lead
Write a quick, professional first reply to a solar lead that came through [an online form / a comparison or aggregator site / a social enquiry], where the homeowner has almost certainly been passed to several installers at once.
What I know: [paste whatever detail came with the lead, e.g. suburb, rough bill, interested in battery].
Assume they’re being called by others right now, so be first, be human and be useful: thank them, show I’ve read their details, give a genuinely helpful next step (a no-pressure site assessment and an honest proposal), and gently set me apart — accredited, local, and I don’t do doorstep pressure or sight-unseen prices. Ask the one or two things I most need to book the assessment.
Short and fast — something they can act on the moment they read it. No hype, no fake urgency, no promises about savings.

Aggregator leads go to several installers simultaneously — response speed is almost the whole game. Being first, human and pressure-free is how you stand out in an inbox full of hard-sell calls.

2. Trust & the honesty that actually sells

Solar is a trade where the honest limits are the selling point. The homeowner has heard the horror stories — the “$0 bills” promise that never came true, the cheap panels that underperformed, the oversized system, the company that folded before the warranty mattered — so they’re braced for a scam. The installer who refuses to overclaim, explains the real trade-offs, and can show they’ll still be there in ten years is the one who earns the trust and the signature. These help you perform that honesty instead of overselling your way into a dispute later.

Refuse the “$0 bills” promise — sell honest savings instead
Help me write a clear, warm message to [customer name] who’s asking me to promise their power bill will be “zero” / how many years until it “pays for itself” / a guaranteed saving.
Explain honestly, without killing their enthusiasm, why I won’t put a guaranteed number on it: real savings depend on things neither of us fully controls — how and when they use power, the weather and the seasons, future energy prices, and the feed-in rate — so anyone promising “$0 bills” or an exact payback is either guessing or selling. What I can do instead is show them an honest, realistic estimate based on their actual usage, explain the assumptions behind it, and size the system so it stacks up sensibly.
Make the point that my refusing to overpromise is exactly why they can trust the rest of what I say. Reassuring and confident, not a cold disclaimer. Don’t invent any savings, payback or output figures — leave those for me to base on the assessment.

“$0 bills” and guaranteed payback are the promises that made homeowners distrust solar in the first place — and in many markets they cross a compliance line. Refusing them, out loud, is the single strongest trust move you have.

Explain panel & inverter tiers without trash-talking rivals
Help me explain to [customer name] the difference between the panel and inverter options in their quote — and why the lowest price isn’t automatically the best value — without slagging off other brands or other installers.
What I’m offering / comparing: [paste the tiers I want to explain, e.g. a budget vs a mid vs a premium panel, and the inverter options, in plain terms].
Explain like a straight-talking expert: what actually differs between tiers (build quality, efficiency, how they perform in heat and low light, the warranty and — crucially — whether the manufacturer is likely to still be around to honour it), and where the extra spend is and isn’t worth it for their situation. Be fair about the cheaper option rather than scaring them off it.
Help them make an informed choice, don’t push the dearest. Confident and honest, no brand-bashing, no invented specs or figures.

Homeowners can smell a rep pushing the priciest gear. Explaining the tiers fairly — including where cheap is fine — builds more trust than trashing the competition ever will, and it’s the manufacturer’s longevity, not just the spec, that decides if a warranty is real.

Be straight about what a battery does — and doesn’t pay back yet
Write an honest, plain-English explanation for [customer name] about adding a battery, so they decide with clear eyes instead of being sold on it.
Their interest: [paste, e.g. they want backup in a blackout, or to “go off grid,” or they’ve heard batteries save heaps].
Be straight about the trade-offs: what a battery genuinely gives them (using more of their own solar at night, some resilience depending on the setup), and what it doesn’t (in a lot of cases the numbers don’t fully pay back over the battery’s life yet, and a basic grid-tied battery may not run the house in a blackout without the right gear). Note that any rebate or incentive for batteries varies by area and changes — I’ll tell them what actually applies where they are, and I won’t quote a figure I can’t stand behind.
Help them choose, don’t upsell. If it doesn’t stack up for them yet, say so and mention it can be added later. Honest and useful. Don’t invent payback numbers, rebate amounts or scheme names.

Being honest that a battery often doesn’t fully pay back yet is counter-intuitive selling that works — the homeowner who’s braced to be upsold trusts the installer who talks them out of spend they don’t need.

The “we’ll still be here for the warranty” pitch
Help me write a confident, reassuring message to [customer name] about why choosing an established, accredited local installer matters more in solar than in almost any other trade — because of the warranty.
Make the honest point plainly: panels and workmanship come with long warranties (often around 25 years on the panels), but a warranty is only worth anything if the business that installed it still exists to honour it — and a lot of cheap-and-fast operators are gone within a few years. So the real question isn’t just today’s price, it’s who’ll answer the phone in year seven when an inverter needs sorting.
Cover what makes me a safe pair of hands: [my accreditation, years established, that I’m local, how I handle warranty and service, reviews]. Frame it as protecting a long-term investment, not fear-selling. Warm and grounded. Don’t invent credentials — leave the specifics in brackets for me.

The disappearing installer is the homeowner’s biggest solar fear, and rightly so — a 25-year warranty from a company that folds in three is worthless. “We’ll still be here” is a real, honest differentiator the cheap operators can’t match.

Handle “another quote is way cheaper” honestly
Help me reply to [customer name] who says they’ve got another solar quote that’s a fair bit cheaper than mine, without either badmouthing the other mob or dropping my price to match.
What I know about the two quotes: [paste any differences I’m aware of, e.g. different panel/inverter tier, different system size, whether it includes proper assessment, mounting, cabling, monitoring, warranties, and after-sales service].
Write it as an honest, helpful comparison, not a defensive one: encourage them to compare like for like — the panel and inverter brand and tier, the actual system size and whether it’s right-sized or oversized, the quality of the mounting and electrical work, what the warranties really cover, whether the installer is accredited and likely to be around, and what after-sales service is included. Point out, calmly, that solar is one place where the lowest quote is often the lowest for a reason.
Respect their intelligence, help them ask the other installer the right questions, and let the value speak. No pressure, no brand-bashing.

Don’t race a lowball to the bottom — arm the buyer with the comparison questions instead. A homeowner who understands what’s missing from the cheap quote will often choose you at the higher price, and thank you for it.

3. Winning the job over weeks

A solar sale rarely closes on the day. The homeowner is spending five figures, waiting on other quotes, and thinking it over for weeks — so the installer who stays helpful and present without becoming a nuisance is the one still standing when they decide. That patient, no-pressure follow-up, the proposal that’s genuinely easy to compare, and the neighbour who vouches for you are what win a considered sale. These help you be present without being pushy.

The long-consideration follow-up that stays helpful, not pushy
Write a warm, no-pressure follow-up message to [customer name] a [few days / week or two] after I sent their solar proposal, when they’re still deciding and probably weighing other quotes.
Where things are: [paste, e.g. sent the proposal, they said they’re getting a couple more quotes, or they’ve gone quiet].
Write it as a helpful nudge, not a chase: check they got the proposal and understood it, offer to answer anything or walk through it, and add one genuinely useful thing rather than pressure — e.g. offer to compare their proposal against another quote honestly, or clarify a point people often ask about. Make it easy to reply. No fake “price ends Friday” urgency — that’s exactly the hard-sell behaviour they’re wary of.
Give me a version I can reuse gently a couple of times over a few weeks without sounding desperate. Friendly, patient and human.

On a considered purchase, the sale often goes to whoever’s still helpfully present at decision time — not the loudest. Patient, useful follow-up beats fake deadlines, which just confirm the buyer’s fear that you’re a hard-sell merchant.

The clear written proposal that’s easy to compare
Help me turn my assessment notes into a clear, professional written solar proposal for [customer name] at [address] that a homeowner can actually understand and compare against other quotes.
My notes: [paste — the system I’m recommending and why it suits their usage, the panel and inverter make/model and tier, the number of panels and system size, any battery option, the mounting and electrical scope, monitoring, the warranties (panels, inverter, workmanship), what’s included and what’s not, and the price].
Lay it out so it’s easy to read and easy to compare: what I’m proposing and why it fits their needs, the equipment and its tier in plain terms, the full scope of work, the warranties clearly stated, an honest and clearly-labelled estimate of savings based on their usage (with the assumptions spelled out, not a guarantee), and the price with what’s included. Note that any rebate or incentive shown is the one that currently applies in their area.
Professional, transparent and jargon-light. Don’t invent equipment, figures, savings or rebate amounts — use only what I give you, and clearly mark any savings estimate as an estimate, not a promise.

A clear, like-for-like proposal is a competitive weapon: when yours is the one the homeowner can actually understand, the vague cheaper quote starts to look risky. Label every savings figure an estimate — the honesty is part of what closes it.

The referral & neighbour angle
Write a friendly message I can send to a happy solar customer at [address] asking them to refer neighbours, friends and family — and a short, natural note they could pass on or I could send to a neighbour who’s seen the panels going up.
For the referral ask: thank them, say genuine word-of-mouth is how a trustworthy local installer grows without the hard-sell marketing, and make it easy — I’m happy to give anyone they send a straight, no-pressure assessment and honest proposal.
For the neighbour note: keep it low-key and neighbourly — I’ve just installed for someone on their street, offer a no-obligation look at their roof and an honest proposal if they’ve ever wondered about solar, and make clear I’m local and accredited, not a door-knocker.
Warm and genuine, no gimmicks, no invented referral rewards.

In a scam-wary, high-ticket purchase, a neighbour who’s already had you do the job is worth more than any ad — a whole street often goes solar off one trusted install, so make the referral effortless and pressure-free.

Handle “I need to think about it”
Help me reply well to [customer name] who’s said they need to think about it / talk it over with their partner / aren’t ready to decide on the solar quote.
Write a genuinely relaxed reply that respects that this is a big, considered decision and doesn’t pressure them: acknowledge it’s a significant investment worth taking time over, offer to answer any questions or concerns that are holding them up (often it’s a specific worry — cost, roof, whether it’ll really pay off, or being unsure who to trust), and gently ask if there’s anything I can clarify to help them decide.
The goal is to keep the door open and surface the real hesitation, not to close them today. No urgency tricks, no discount-if-you-sign-now. Warm, patient and confident that honest answers win.

“I need to think about it” usually hides one specific worry — surface it and answer it honestly rather than pushing. Pressuring a hesitant five-figure buyer just proves their fear that you’re another hard-sell merchant.

Set yourself apart from the hard-sell door-knocker
Help me write a short message (or a line for my proposal / website) that sets me apart from the high-pressure door-knockers and phone-room sales outfits homeowners rightly distrust in solar — without sounding like I’m attacking anyone.
Make the contrast by describing how I actually work: no doorstep “sign today” pressure, no sight-unseen prices, a proper site assessment, a system right-sized to their needs rather than oversized to pad the bill, honest estimates instead of “$0 bill” promises, real accreditation, and a local business that’ll be here for the warranty.
Frame it as “here’s how we do it” rather than “here’s how they do it” — let the difference land on its own. Confident and calm, never smug. Don’t invent credentials or claims.

You don’t need to attack the sharks — just describe how you work, and the difference sells itself. Every honest behaviour you name is one the door-knocker can’t credibly claim.

4. Reviews & referrals

In a purchase this size and this scam-wary, the next homeowner leans hard on reviews — they’re checking whether you delivered what you promised and whether you were still around afterwards. Most happy customers just forget to post — a good ask, sent at switch-on or when the first lower bill lands, fixes that.

Ask for the review at switch-on or the first good bill
Write a short, warm message asking [customer name] for a Google review now their solar system at [address] is up and running — [e.g. just switched on and generating, or they’ve just seen their first lower bill].
Thank them, say it genuinely helps other local homeowners find an honest, accredited installer they can trust with a big decision, and make it easy: mention I’ll send the review link. If it fits, gently suggest they mention what mattered to them — the honest advice, the tidy install, the right-sized system, or that I turned up when I said I would.
Humble and no-pressure. 2-3 sentences.

Ask at switch-on while the excitement’s fresh, or when the first lower bill lands — those are the two moments a solar customer actually feels the win and will happily write about it.

Reply to a 5-star review
Write a genuine, friendly reply to this 5-star review for my solar business: "[paste review]".
Thank them by name if given, mention something specific from their job (e.g. the honest advice up front, a tidy install, right-sizing the system to their usage, or sorting a tricky roof), and keep it warm and human. If they mentioned trust or honesty, reinforce it naturally. Don’t sound copy-pasted, and don’t restate any savings or output figures as if they’re guaranteed.
Reply calmly to a negative review (winter output or a delay)
Help me reply to a negative review for my solar business. The review says: "[paste review]".
My side / what actually happened: [your notes, e.g. output is lower in winter and that’s normal and was explained up front, or there was a delay waiting on the grid connection / an inspection / a part, or a service call was handled under warranty].
Write a calm, professional public reply: acknowledge how they felt, don’t get defensive or argue technical detail publicly, briefly and honestly note the facts (e.g. seasonal output variation is expected and I’m happy to walk them through their monitoring, or the delay was outside my control and I kept them posted, or the issue’s covered and I’m on it), and invite them to contact me directly to sort it. Level-headed and brief — other homeowners reading this are judging how I handle a problem.

5. After install, rebates & admin

The proposal you keep meaning to write up, the rebate paperwork that has to be done exactly right, the handover pack that shows the customer what they bought, the monitoring check-in and panel clean that keep the relationship (and referrals) alive, and the invoice you keep forgetting to send. Handling all of it well is what turns a good install into the next three off the same street.

Write the proposal / quote from voice notes
I’ll give you my rough voice notes from a solar site assessment and I want a clean, professional proposal draft.
My notes: [paste / dictate — the customer and address, their usage, the roof and any shading, the system I’m recommending and why, panel and inverter make/model and tier, number of panels and size, any battery, mounting and electrical scope, monitoring, warranties, what’s included, and the price].
Turn it into a tidy proposal: a short summary of what I’m recommending and why it suits their usage, the equipment in plain terms, the scope of work, the warranties, a clearly-labelled savings estimate based on their usage (an estimate with its assumptions, never a guarantee), and the price with inclusions. Note that any rebate or incentive figure is whatever currently applies in their area — leave the exact amount for me.
Keep only to what’s in my notes — don’t invent equipment, sizes, figures, savings or rebate amounts, and don’t cite any standards or laws.

The proposal is where the sale is won or lost — getting it out of your head and onto paper the same day, while you’re still fresh from the roof, is often what beats the installer who takes a week to follow up.

Do the rebate / incentive paperwork honestly
Help me explain the rebate / incentive and paperwork side to [customer name] clearly and honestly, so they understand what applies and what I’ll handle.
What applies here: [paste the incentive that actually applies where I work and its current terms as I understand them, e.g. the rebate / feed-in tariff / tax credit available in their area — I’ll fill in the real, current details].
Write a plain-English explanation of what the incentive is in general terms, what I take care of on their behalf (the forms, the accredited-installer requirements, the paperwork for the connection and any claim), and what they need to provide. Be clear that incentive schemes and rates change and vary by area, so the figures are whatever currently applies — and I won’t quote a number I can’t stand behind.
Do NOT invent scheme names, rebate amounts, dollar figures, percentages, deadlines or any statute or standard — keep it generic and leave every specific for me to fill in. Reassuring and organised in tone.

Getting the rebate paperwork right is real value you provide — but never let the AI (or your marketing) invent a scheme name, an amount or a deadline. Incentives change constantly; overstating one is both a trust-killer and a compliance risk.

Write the handover & monitoring pack
Help me write a clear, friendly handover note for [customer name] now their solar system at [address] is installed and running, so they know what they’ve got and how to use it.
Details: [paste — the system installed, the monitoring app or portal and how to log in, what “normal” generation looks like across the day and seasons, how to read their feed-in and usage, who to call and how warranties/service work, and any simple do’s and don’ts].
Lay it out simply: a short “here’s what we installed,” how to check it’s working via the monitoring, what to expect (including honestly that output is naturally lower on cloudy days and in winter, so they’re not alarmed), how to get support and what’s under warranty, and my contact details. Warm and clear, no jargon.
Don’t promise specific output or savings figures — set realistic expectations instead.

A good handover pre-empts the two most common “is it broken?” calls — low winter output and reading the monitoring — and a customer who understands their system is a customer who refers you and leaves the honest 5-star review.

The maintenance / health-check follow-up (the light annuity)
Write a friendly check-in message I can send past solar customers [6–12 months / a year or two] after install, offering a simple system health check and/or a panel clean.
The offer: [describe what I provide, e.g. a monitoring/performance check, an inspection of the panels, mounting and connections, and a panel clean where it’s worthwhile].
Frame it as genuinely useful, not a sales pitch: a quick check that the system is performing as it should, that nothing’s degraded or come loose, and that they’re getting what they paid for — plus a clean if dust, leaves or grime are dragging output down. Be honest that panels are largely low-maintenance and rain does a lot of the cleaning, so this is a light-touch check, not something they must do constantly.
Warm and low-key. It keeps me in touch for their next referral. Don’t invent prices or performance figures, and don’t oversell a clean they don’t need.

Solar has a light annuity — the occasional health check and clean — but its real value is staying in contact with a customer who sits on a street full of prospects. Be honest it’s low-maintenance; overselling cleans just burns the trust you built.

Draft a safe work method for the install
Draft a starting-point Safe Work Method Statement for [task, e.g. a rooftop solar panel installation on a [tin / tiled] roof, including working at height and the DC/AC electrical connection].
List the main hazards (working at height on a roof and ladders, roof-edge and fall risk, fragile or slippery roof surfaces, manual handling of panels, working with DC and AC electricity and live conductors, isolating and testing, heat and sun exposure, tools and the public/occupants below), the controls I should have in place (fall protection and edge protection, safe access, correct isolation and lock-out, testing before touching, weather checks, PPE and exclusion zones below), and the PPE required, as a simple checklist.
Note that I need to review it against the actual site, the equipment and current regulations before using it, and that the electrical work stays with whoever holds the licence and accreditation. Don’t treat it as final or compliant on its own, and don’t cite specific regulations or standards for me.

Always have a qualified person check safety and compliance documents against the real site, the equipment and current regs — roof height and live DC are the two things that hurt people on solar jobs.

Turn the receipts into a tidy job cost summary
I’ll list what I spent on a solar install and I want a tidy cost summary.
Job: [job / customer]. Costs: [list each item and amount from the receipts, e.g. panels, inverter, battery, mounting and rails, cabling and electrical, meter/switchboard work, labour, crane or access hire, travel, disposal — leave the amounts as you read them off].
Group them (equipment / mounting / electrical / labour / access & other), total each group and the whole job, and format it so I can drop it straight into my records or a proposal breakdown.

Don’t paste anything you wouldn’t want stored — keep customer ID, rebate-claim or bank details out of it.

Draft the invoice email — or the friendly overdue chase
Write a short, friendly email to send with an invoice to [customer name] for the completed solar install at [address].
Thank them, note the invoice is attached, state the total [$amount] and due date [date], and how they can pay [payment methods]. If a deposit was already paid, note the balance owing; if a rebate or incentive is being applied or assigned, note how that’s been handled. Point them to the handover/monitoring info if that’s separate.
If instead this is an overdue reminder, keep it just as friendly: assume it’s an honest oversight, restate the invoice number, amount and how to pay, and ask them to let me know if there’s any issue.
Warm and professional whichever it is. Don’t invent amounts or rebate figures — leave them for me.

Want this to just… happen, without the copy-paste?

Prompts are a great start. The real win is when the enquiry gets a fast, professional reply while you’re up on a roof, the follow-up keeps itself warm across the weeks a buyer takes to decide, the proposal drafts itself from your assessment notes in the van, the rebate paperwork sorts itself out honestly, the handover pack writes itself, the health-check reminder goes out on its own and the review request follows the switch-on — automatically, wired into your phone, calendar and jobs.

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