Four good habits for using AI tools like Claude at work — writing a quote, drafting an email, working through a problem on the job. Used well, it saves real time and money. Used carelessly, it just makes new problems.
AI can sound sure and still be wrong. Double-check numbers, requirements, prices, and specs against the source — the manual, the code book, the supplier — before they go anywhere near a client.
In practiceIf AI gives you a figure, a spec, or a load number, check it like you would if a new hire told you.
Don't type names, addresses, phone numbers, account details, or payment info into an AI app unless it's one we've vetted for that use.
In practiceAsk it to "write a follow-up for a service visit." Leave out who and where.
If AI helped write it, it's still your word. Never use it to fake reviews, pad an estimate, or tell a client something you can't back up.
In practiceIf you wouldn't say it to the client's face, don't send it.
AI can help you think. It doesn't decide. Safety, compliance, and anything tech-related still need a trusted person behind them.
In practiceWhen in doubt, ask someone you trust — that's what we're here for.
As long as you check the result.
| Do | Don't |
|---|---|
| Use it to write and explain things faster | Send anything without reading it first |
| Check numbers against the source | Trust a figure or price just because AI said it |
| Leave client details out | Type in addresses, codes, or payment info |
| Ask a person when it matters | Let an app make a safety or compliance call |
Use the tool. Own the work.
Ask us directly — we're happy to walk through it.