← All use cases · Plumbing, HVAC & trades

Draft roofing-office emails and summarize spreadsheets with ChatGPT and Gemini so the team has more time for customers

who Nathan Borntreger, owner of SonShine Roofing, a family roofing company in Sarasota, Florida, interviewed by Yahoo Local

What it does

Borntreger says he uses ChatGPT and Gemini to draft or clean up email, take meeting notes, summarize spreadsheets and prepare short reports. The team also uses AI for video captions, blog writing and infographics, but the article does not map a particular tool to each of those content jobs. He says SonShine has not integrated AI into the physical roofing work.

Tool cost

ChatGPT Free $0; Go $8/mo; Plus $20/mo; Pro $100/mo; Google Gemini $4.99/mo (Google AI Plus); free plan available

Setup

Easy · or we set it up for $197

Tools

ChatGPT, Google Gemini

The problem

Office emails, meeting notes, reports and marketing production compete with customer conversations.

What happened

He describes content creation as the biggest return so far, with more team time for outreach and personal customer attention. No measured savings or revenue figure is given. Self-reported to Yahoo Local.

Quoted in the source: Nathan Borntreger, owner, SonShine Roofing. Source: Yahoo Local: AI is changing the roofing industry — this is what it means to you (Dana Yewbank) (2025-11-04) · Added 2026-11-12.

How to set it up yourself

  1. Choose one routine roofing-office email and remove names, addresses and other customer details.
  2. Give ChatGPT or Gemini your rough notes and an approved example of your tone; ask for a short draft.
  3. Compare the draft with the job record, checking scope, dates and any promises before sending it yourself.
  4. For spreadsheet summaries, upload a de-identified export and check the reported totals against the original.

Copy-paste prompt

Turn these roofing-office notes into a concise customer email: {NOTES}. Match this approved tone: {EXAMPLE}. Keep only the scope, dates and prices stated in the notes. Mark missing details as questions. Do not promise a repair method, warranty or appointment that we have not confirmed.
Rather have this set up for you?

We set up one AI automation in your tools, live within 48 hours of getting access, for $197. No call needed. Founding price for our first 10 customers (regular $297).

See the $197 Quick-Win

Plumbing, HVAC or home services? Get the scripts ready-made The $39 Plumbing & HVAC AI Starter Kit has ready-to-use call scripts, missed-call texts, estimate follow-ups and review templates, built from 18 real, sourced setups. Instant download, 30-day refund. See the $39 kit

Want 3 more setups like this every morning?

One short email a day: 3 new AI use cases from real small businesses, each with its source and setup steps, plus a Tool of the Day. Free, no spam, unsubscribe anytime.

Tools used

ChatGPT

General AI assistant for writing, research, brainstorming and analysis.

From Free $0; Go $8/mo; Plus $20/mo; Pro $100/mo (checked 2026-11-09)

Visit site →

Google Gemini

Google's AI assistant, integrated with Gmail, Docs and Workspace.

From $4.99/mo (Google AI Plus); free plan available (checked 2026-11-10)

Visit site →

Some tool links may be affiliate links. Disclosure

Checked prices: ChatGPT: from Free $0; Go $8/mo; Plus $20/mo; Pro $100/mo (verified 2026-11-09) · Google Gemini: from $4.99/mo (Google AI Plus); free plan available (verified 2026-11-10)

Rather not do it yourself?

The $197 Quick-Win: we set up one AI automation that saves you hours each week, in accounts you own, live within 48 hours of getting access. No call needed. Refund if it isn't live in 48 hours or isn't doing its job in the first 14 days. Founding price for our first 10 customers (regular $297). Terms.

See the $197 Quick-Win

Need more than one automation or ongoing care? Bigger setups: $149/mo with setup included (6-month minimum), or $497 pay-once. Satisfaction guarantee: we'll fix it until it works. Pay-once setups: or we refund your setup fee. $149/mo plan: cancel in the first 30 days and we refund your first month. We reply within 1 business day.

Related for Plumbing, HVAC & trades

Plumbing, HVAC & tradesOperations

Use an AI assistant for a landscaping company's estimates, messages and marketing

The owner uses an AI assistant he calls 'Willy' to plan routes and track projects, write and translate client messages and estimates, ske…

setup · easyI want this
via Gardenboro Landscaping blog · 2025-11-01
Plumbing, HVAC & tradesCustomer questions

Answer client texts in your own voice, just faster, with AI

He pastes a client's text and his own rough reply into AI and asks for a tighter, clearer version; he also used AI to structure maintenan…

setup · easyI want this
via Landscaper's Guide podcast · 2025-11-28
Plumbing, HVAC & tradesBooking & no-shows

Dispatch the right tech to each job type with AI matching

ProBook's AI dispatch ranks technicians by performance on each job type and assigns them.

ProBook
setup · advancedI want this
via HVAC Chats (Contracting Business) · 2026-09-09

Running something like this in your business? Submit your use case and we'll credit you with a link.

Get 3 new AI use cases every morning

One email every morning: 3 new AI use cases from real small businesses, each linked to its source, plus a Tool of the Day. Free. No spam, unsubscribe anytime. Privacy

Rather have one set up for you? The $197 Quick-Win.

Want this running in your business? One automation set up in 48 hours, $197Get this set up