+ AI usage policy generator
Your team is already
using AI. Now write
the rules.
Answer questions about how your company actually works: calls, estimates, job notes, reviews, call scores. Leave with an editable AI usage policy and an implementation checklist written for the trades.
Free · About 7 to 10 minutes · No account needed
A little less hype. A lot more clarity.
Source of truth. Customer-facing AI operates from an approved playbook: current services, service area, business hours, diagnostic fees, promotions, and scheduling rules. This information is maintained in a source the company controls. The CSR Manager is responsible for keeping it current. If the system lacks current, approved information, it transfers the question to an employee.
Reaching a person. Phone and chat AI transfers the conversation, offers a callback, or connects the caller to a person when:
- the customer asks for a person
- the system misunderstands the customer more than once
- the customer is frustrated or is making a complaint
- the conversation involves a billing dispute
- the customer wants to cancel
- the request is outside approved services
- the situation could be an emergency
- the matter involves a legal or insurance issue
Any case in which a customer could not reach a person is reported to the CSR Manager.
Emergencies. The following bypass the booking script. The system directs the caller to emergency services when there is a risk to life or property and otherwise connects the caller to a person immediately:
One policy.
Two kinds of AI.
Rules for employee AI use
Which tools are approved, what information they may receive, and when an output needs a second look before it leaves the building.
Rules for AI that runs the business
Voice agents, chat, call scoring, dispatch, and follow-up: what they may do alone, when they hand off, and who can pause them.
An editable policy from your answers
Word, Markdown, and print-ready. Written in plain language your office and field teams can use during the workday.
How it works
- 1
Tell us how AI shows up today
Phone answering, transcription, job notes, review replies, marketing drafts. Questions that don't apply never appear.
- 2
Make the calls that matter
Can the voice agent quote the diagnostic fee? Can a tech upload a nameplate photo? Can call scores affect bonuses? Click, don't type.
- 3
Get the policy and the to-do list
A policy that names your tools and roles, plus a checklist of what to set up, who owns it, and when. Not sure becomes a cautious default and a flag, never a guess.
Helpful to have handy
- The names of AI tools employees use, including personal ChatGPT or Claude accounts.
- Which platforms have AI features turned on: ServiceTitan, Housecall Pro, Jobber, CallRail, Podium, and the like.
- Whether calls are recorded, transcribed, or scored, and whether anyone has reviewed the consent language.
- Who should own the policy, approve new tools, and be able to shut a system off.
Don't know an answer? Pick Not sure. The policy chooses the cautious rule and puts it on your checklist.
Built for the trades
Examples use heat exchangers, gas odors, dispatch fees, and one-star reviews, not steering committees and data stewards.
A starting policy, not legal advice
The document is for management and counsel to review. It flags what your attorney should check in each state you operate in. It never claims you're compliant.
Your answers stay with you
Everything saves in your browser. We only receive your contact details and an answer summary if you choose to unlock the full policy.
Ready when you are
Write the policy before the next feature turns itself on.
Free tool from Valve+Meter. What we store and why.