Let’s face it: when installers start buzzing about artificial intelligence, it’s easy to roll your eyes. You’ve probably tried typing a prompt into ChatGPT or Claude, only to get a generic, textbook response that doesn’t know a heat pump from a solar inverter, let alone how many jobs your team has scheduled for next Tuesday.
Sounds familiar?
But here is where the game completely changes. When you use tailored AI prompts for installers natively inside OpusFlow, you aren’t talking to a clueless chatbot; you’re talking to OpusAI, an AI data assistant that lives directly inside your ERP database.
Whether you are already using OpusFlow or just trying to figure out how this new tech actually fits into a real-world installation business, these 25 genius prompts will show you exactly what modern AI can do for your bottom line.
AI prompts for installers that you can use in OpusFlow
Read also: Introducing the AI in ERP: OpusAI.
Let us dive into how you can use these tailored AI prompts for installers to completely change the way you manage your daily operations.
One Platform to Run Your Entire Installation Business
Manage leads, projects, stock, and invoicing — everything in one smart system built for sustainable installers.
Find project data instantly with simple AI prompts
Installers can use OpusAI to pull live status reports directly from their active project pipeline in a matter of seconds. By using these prompts, you can immediately surface projects that have stalled in specific phases, identify complete installations that are waiting for final invoicing, and track down missing customer documents. This gives you instant visibility across your entire operations without making you open multiple project files or run manual audits.
1.Show me the top 10 projects with the lowest margin this quarter.
2. Find all projects that have not been updated in the last 30 days.
3. List all projects currently in the inspection scheduled stage that have been there for more than 7 days.
4. Show me all projects where the installation is marked complete but no invoice has been approved or sent yet.
This works because your project status and your invoice records sit in the same system. No external AI can connect those two without your data.
5. Which open solar quotes don’t have a battery calculation attached yet?
Every solar quote without a battery calculation is a potential upsell you haven’t made yet. This prompt finds all of them at once. You can even go a little further and instruct OpusAI to now create a ticket on all the projects it found that had no battery installation yet, divide the tickets over a number of your sales employees to start calling the client and offer the upgrade.
Keep projects moving with intelligent inventory tracking
OpusAI lets you manage your field resources and warehouse levels straight from the chat interface. Running these prompts allows you to verify stock thresholds for key components, track outstanding supplier deliveries, and review technician calendars for any scheduling conflicts next week. It serves as an instant resource check that helps you keep material logistics and team capacities perfectly aligned.
6. Which articles are below their minimum stock threshold right now?
And once you have the article list, get OpusAI to draft emails to the suppliers to order stock, or raise tickets in the warehouse to make them aware of stock issues immediately.
7. Which supplier has the most open purchase orders that are not received?
Instead of chasing suppliers one by one, you get the full picture in one answer. Useful to know before you confirm next week’s planning.
Manage your teams and match the right employee to the right project
8. Which employees have more than 40 hours planned next week?
9. Who is the closest available employee to [customer location] for an emergency repair today?
OpusAI will show you a list of the employees that match the job and make suggestions; you can then just tell the AI to plan in that employee and OpusAI will arrange the planning, open tickets and send emails to your client to let them know who is coming.
10. Which [technicians] are suitable for the [project] based on their skills?
Streamline your sales pipeline with CRM prompts
11. What are the top 3 reasons we’ve lost deals in the last 90 days?
12. Which leads that came in via [source, e.g. LinkedIn] have not had any created ticket against them?
The resulting list can then be used in AI to ensure proper follow up is handled by creating automated tickets for the sales staff to follow up.
This works because your lead sources and your ticket history are connected inside OpusFlow. No external AI can match those two without your data.
If you are curious, read also: The Installer’s guide to outgrowing chaos: Why ERP is your next power tool.
Use dedicated AI prompts for installers to analyse margins and ROI
You can run deep financial evaluations on your sales pipeline and project history instantly using OpusAI. These prompts give you the power to calculate average payback periods for sent proposals, review unearned revenue sitting in pending quotes, and compare profit margins between solar, heat pump, and battery setups. It acts as a real-time financial analyst that keeps your business focused on the highest-yielding opportunities.
13. Show me the average payback period across all solar quotes we’ve sent in 2025.
A number your sales team can use in every customer conversation, pulled from your own quotes rather than an industry average.
14. How much revenue is currently sitting in quotes that haven’t been accepted or have declined in over 14 days?
15. Which project types are delivering the highest average margin – solar, heat pump, or battery?
16. Flag any project where the actual hours logged exceed the hours estimated in the quote.
Most margin leaks are invisible until it’s too late. This prompt catches them while the project is still open and you can still do something about it.
Build forms from scratch
17. Create a commissioning checklist form for a residential solar installation with sections for system check, inverter settings, and customer sign-off.
18. Create a customer satisfaction form with sections for rating of service.
Log data faster with AI prompts
Use OpusAI to handle data entry purely through natural conversation. These prompts allow you log daily work hours to specific projects, and add new technical hardware directly to your main inventory catalogue. This allows you to update your database completely on the go, turning typing tasks into quick text instructions.
19. Add an article: SolarEdge SE6000H inverter, cost 2,500, sell 3,200, type inverter.
20. Create a ticket for the roof inspection at [project], assign it to [employee 1], priority high.
21. Register 7 hours today on [project] with a 1-hour lunch break.
Create charts and reports
OpusAI allows installers to transform raw operational data into visual business intelligence with a single request. By typing these commands, you can instantly turn your lead statistics and current project stages into clean, presentation-ready charts right inside the platform. It provides a visual bird’s-eye view of your business growth and performance without requiring any spreadsheet configurations or external BI tools.
22. Show me a chart of how many projects we’ve won per lead source over the last 6 months.
23. Show me projects by status as a chart.
Create multi-step workflows with a single AI prompt
24. Schedule a site visit Friday 09:00 to 12:00 for [project] and put [employee] and [employee 2] on it.
25. Create a ticket for the roof leak at [customer], schedule a visit Friday and put [employee] on it.
Beyond the prompts: Unlock the full power of OpusAI
While the mentioned 25 prompts show you what is possible, they are really just the tip of the iceberg. Because OpusFlow’s OpusAI is natively connected to your entire business database, it learns your unique workflows and adapts to how you actually run your company.
For a complete breakdown of the plans, check out our guide on: OpusAI: The AI for installation businesses built into your ERP.
Do you want to explore more and see how it works in reality? Book a free demo with one of our sales managers and see how OpusAI can make your workflow smoother, but also can give you a clear picture of how your business is operating in just a few clicks.
One Platform to Run Your Entire Installation Business
Manage leads, projects, stock, and invoicing — everything in one smart system built for sustainable installers.
