Job context
Collect the job before the callback
Ask what needs service, property type, location, access notes, photos or measurements when appropriate, and urgency.
Trades, repair, and quote details
Home services quote example
A generic field-service path for repair, maintenance, moving, installation, and trades businesses that need clean quote details.
Routing
Separate routine from urgent
Collect whether the request is emergency, same-day, scheduled estimate, recurring maintenance, or general question.
Follow-up
Give the owner a useful note
Summarize problem, location, preferred timing, budget constraints, and any safety or access issues.
Call Playbook
What it handles
- Classify workIdentify repair, quote, emergency, maintenance, installation, warranty, or follow-up request.
- Gather site detailsCollect address area, property type, access constraints, photos needed, and preferred appointment window.
- Escalate urgent issuesFlag active leaks, electrical hazards, lockouts, weather exposure, or safety language.
Team Review
Details worth saving
- Service requested
- Address area
- Property type
- Urgency
- Access notes
- Preferred visit window
- Callback contact
Boundaries
What stays with people
- Do not promise dispatch time or final quote.
- Do not provide safety instructions beyond approved emergency guidance.
- Route urgent hazards to a human quickly.