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
- Open with AI disclosure and service-area check
- Ask whether water is actively leaking, shut off, or contained
- Classify emergency, routine repair, estimate request, or billing issue
- Book an approved slot or transfer urgent jobs to dispatch
Qualification fields
- Name, callback number, address, and access notes
- Issue type, fixture or pipe location, water shutoff status, and property type
- Urgency, photos or notes requested, preferred arrival window, and warranty status
Human handoff rules
- Transfer active flooding, sewage backup, no-water, safety concerns, and high-value commercial calls
- Create callback tasks for routine jobs outside service hours
- Route pricing exceptions, complaints, and warranty disputes to staff
Do not automate
- Do not diagnose hidden plumbing damage
- Do not promise exact arrival times outside dispatch rules
- Do not quote complex jobs beyond approved ranges
- Do not handle insurance or legal liability questions
Stack handoff
- Jobber, ServiceTitan, Housecall Pro, Google Calendar, HubSpot, Slack or Teams alerts
- CRM note with issue, address, urgency, next step, and transcript link
Plan fit
- Starter for one number and one after-hours flow
- Growth for booking plus CRM/calendar handoff
- Scale for multiple locations, emergency routing, and review reporting