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Easy Free 15 minutes

How to Create Care Instruction Templates

Give customers professional after-care instructions that reduce callbacks and show expertise.

What You'll Need

Steps

1

List your main services

Identify which services need care instructions.

  • Think about services where customers need to maintain the work
  • Example: Paint jobs (curing time, cleaning), new installations (break-in period), landscaping (watering schedule)
  • Prioritize services that generate the most callbacks
Tip: Start with the service that gets the most 'is this normal?' calls.
2

Use ChatGPT to create the instructions

Generate professional care guides quickly.

  • Go to chat.openai.com
  • Type: 'Write care and maintenance instructions for a customer who just got [your service]. Include: what to do in the first 24-48 hours, ongoing maintenance, what's normal vs concerning, and when to call a professional.'
  • Review and add your specific recommendations
3

Make them easy to scan

Customers won't read walls of text.

  • Use bullet points
  • Bold the most important items
  • Include timeframes: 'First 24 hours:', 'First week:', 'Ongoing:'
  • Keep total length under 1 page
Tip: Think of it like a receipt — scannable, key points obvious.
4

Create templates for each service

Build your library over time.

  • Save each set of instructions as a template
  • Name them clearly: 'Care Instructions - Interior Paint'
  • Store in Google Docs or your notes app
  • Update as you learn what customers need to know
5

Deliver instructions automatically

Make sending them effortless.

  • Send via text with the job completion summary
  • Or email as a PDF attachment
  • Or print and leave with the customer
  • Add to your job completion checklist so you never forget

You're Done!

You now have professional care instructions! Customers feel taken care of and callbacks decrease.

Pro Tips

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