The Working Code
AI is a tool. You're still the one on the job.
Four good habits for using AI apps like Claude at work, whether you're writing a quote, texting a customer, or figuring something out on site.
The basics
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Check it before you trust it
AI can sound sure and still be wrong. Double-check sizes, loads, code requirements, prices, and part numbers against the manual, the code book, or your supplier.
On the jobIf AI gives you a breaker size, a refrigerant charge, or a span, check it like you would if a new guy told you.
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Keep customer info private
Don't type names, addresses, phone numbers, gate or alarm codes, or payment info into an AI app unless your company says that app is OK to use.
On the jobAsk it to "write a follow-up for a furnace repair." Leave out who and where.
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Be straight with customers
If AI helped write it, it's still your word. Never use it to fake reviews, pad a quote, or tell a customer something you can't back up.
On the jobIf you wouldn't say it to the customer's face, don't send it.
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You make the call
AI can help you think. It doesn't decide. Anything about safety, code, or the customer's money is your call or your supervisor's.
On the jobWhen in doubt, stop and ask a person.
Where it helps
Good ways to save time, as long as you check the result.
- Cleaning up quotes, estimates, and job notes
- Writing clear texts and emails to customers
- Explaining a problem in plain words
- Pulling key specs out of a long manual
- Translating for a customer or crew member
- Making a checklist for a job you don't do often
Quick list
| Do | Don't |
|---|---|
| Use it to write and explain things faster | Send anything without reading it first |
| Check numbers against the manual or code | Trust a size, load, or price just because AI said it |
| Leave customer details out | Type in addresses, codes, or payment info |
| Ask a person when it's about safety | Let an app make a safety call |
Use the tool. Own the work.