Build a job-intake form that writes the work order

Have an AI assistant build a one-page intake form you fill in while the customer is on the phone. When you hit a button, it turns your answers into a clean work order you can copy into a text, an email or your job board. It takes about five minutes.

The problem: Details from a first phone call get scribbled on a notepad, and the address, gate code or the one thing the customer stressed goes missing before the job.

How to do it

1. List what you always ask. Write down the questions you ask on every first call: name, phone, address, what's wrong, how urgent it is, best time to come, and anything special like pets or a gate code.
2. Ask for one HTML file. Ask the assistant for a single HTML file with no outside services, so it opens in your browser, works offline, and nothing you type leaves your computer.
3. Add a work-order button. Ask for a button that turns the answers into a short, tidy work order with a Copy button, plus a Clear button for the next call.
4. Test it on a real call. Fill it in from last week's call notes. If a field is missing or the order reads wrong, tell the assistant exactly what to change.
5. Keep it open during calls. Pin the file in your browser so it's one click away when the phone rings.

Example prompt

Build me a job-intake form as one HTML file I can open in my browser, with no outside services. Fields: customer name, phone, service address, job type (dropdown: repair, maintenance, estimate, other), what's going on, urgency (today, this week, flexible), best time to visit, and notes like pets or gate codes. Add a Make Work Order button that turns the answers into a short, clearly labeled work order with today's date, a Copy button, and a Clear button. Big fields and buttons so it works on a phone.

Works with: Any AI chat or coding assistant (ChatGPT, Claude, Gemini, Claude Code, Codex, Cursor...).