Implementation playbook
The workflow details buyers need before a demo.
Resolve the practical workflow details before routing callers: what the agent says first, which fields it captures, when it stops, where the record goes, and which plan shape usually fits.
Sample call flow
- Identify pest type, property type, severity, location, safety concern, recurring customer status, and booking need.
- Ask pest type, location, property type, severity, pets, and preferred timing
- Confirm service area and urgency
- Book inspection or create callback with details
- Confirm the next step, repeat any commitment made to the caller, and write a reviewable summary for the team.
Qualification fields
- Caller, address, pest type, affected rooms or area, pets or children note, urgency, preferred time, and access instructions
- Treatment history, subscription status, and photos note where useful
- Outcome label, next action, transcript link where allowed, owner, due window, and failed-write status
Human handoff rules
- Transfer stings, infestations with safety risk, commercial accounts, angry callers, and chemical-sensitive questions
- Create callback tasks for price exceptions or complex treatment plans
- Transfer or create a callback when the caller asks for a person or the agent is uncertain.
Do not automate
- Do not provide chemical safety advice beyond approved language
- Do not guarantee eradication outcomes or exact pricing without technician review
- Do not continue automation when approved knowledge, consent, destination access, or fallback ownership is missing.
Stack handoff
- Jobber, Housecall Pro, calendar booking, CRM, route or technician alert
- Structured call summary with intent, urgency, caller details, next action, and review status
Plan fit
- Starter for FAQ and callback capture
- Growth for booking plus CRM handoff
- Scale for route-aware scheduling and seasonal spikes