Intended outcome
Qualified job and booked estimate. The receptionist uses your business knowledge, calendar, and routing rules only when the corresponding feature is connected and configured.
What the receptionist should collect
- Services and pricing
- Service area
- Emergency policy
- Technician availability
Business decisions to configure
- Define emergency escalation rules
- List service areas and travel fees
- Explain estimate and cancellation policies
Conversation starting point
Caller: My water heater is leaking. Can someone come this afternoon?
Aholler: I can help with that. First, is water reaching any electrical outlets? Then I will check today's available service windows for your address.