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Find your line of work below. Each page shows the intake questions and booking rules your business can use, with an example call and the software connections that carry the details to your team.
30 lines of work
Home services
- HVACA question she asks
Penny asks whether the furnace starts and quits or never starts at all, then puts the caller’s answer on the service ticket.
- PlumbingA question she asks
A slow-drain request includes which fixture is affected and whether other drains are backing up, so your plumber can prepare for the visit.
- ElectricalA question she asks
For an EV-charger estimate, Penny asks which vehicle is arriving, where the garage sits, and what the caller already knows about the panel.
- RoofingA fact about the setup
Penny matches the caller’s address to the inspection zone and route days you configured before offering a slot.
- ContractorsA question she asks
“Is this a permit job, and who’s pulling it?” Penny asks before she books the walk-through.
- LocksmithA question she asks
For a parking-lot lockout, Penny asks for the entrance and a cross-street so the technician has more than the shopping-center name.
- RestorationA fact about the setup
An existing customer hears the project update your team posted; drying decisions and equipment removal stay with your technician.
- HandymanA fact about the setup
Before a painting estimate, Penny asks how many rooms are involved and whether the walls still need patching.
- Appliance RepairA fact about the setup
For a Whirlpool dishwasher, Penny asks for the model number on the inside rim when the caller can reach it safely.
- Garage DoorA question she asks
For a replacement door, Penny asks about the current door, insulation preferences, and whether the customer also wants the opener reviewed.
- LandscapingA fact about the setup
Penny offers estimate slots in the service zone and route days you set for the caller’s address.
- Pest ControlA question she asks
Penny asks where the activity was seen and whether the caller has an existing plan before she offers an inspection or records a follow-up request.
Automotive and roadside
- Auto repairFrom a call
Penny tells a matched caller “Your repair order is awaiting authorization” when that is the status your service writer has published.
- TowingA fact about the setup
Penny reads back the road and direction together, then attaches the vehicle and destination to your dispatcher’s request.
Property and real estate
- Property managementA fact about the setup
Penny records the property, unit, and access instructions together, so the maintenance coordinator can act on the request.
- Real estateA fact about the setup
Penny checks the listing status and the caller’s agent details before offering a showing request from the listing agent’s approved openings.
Offices and practices
- LegalFrom a call
Asked “do I have a case?”, Penny sends that question to the attorney and takes the names and dates needed to arrange a consult.
- DentalA fact about the setup
A parent asks for two cleanings after school. Penny checks the hygiene calendar and offers openings on the same afternoon.
- InsuranceA question she asks
Penny asks what the caller wants to insure and when the policy renews, then offers an appointment with the producer who handles that line.
- Financial servicesA fact about the setup
A prospect asks about retirement planning. Penny records the life change and books a discovery meeting with your advisor.
- VeterinaryA question she asks
Penny confirms the pet’s name, species, and owner details before offering your clinic’s approved wellness openings.
- AccountingFrom a call
“Your return is with the reviewer; you’ll hear from us by Friday,” Penny says, reading the status you set that morning.
- ChiropracticA fact about the setup
Penny books a new-patient exam in the longer visit block and sends the intake link before the appointment.
- Physical TherapyA question she asks
Penny asks for the referring provider’s name and insurance during the first call so the desk can check the referral before the evaluation.
- OptometryA fact about the setup
A contact lens exam gets the fitting-length slot, while a glasses pickup goes to the optical calendar.
- Home CareFrom a call
“What kind of help would make the week easier?” gives your coordinator the family’s own priorities.
- MedicalA fact about the setup
A patient books a follow-up with their usual provider and leaves a separate refill request with the pharmacy named.
Personal services
- Funeral homeA question she asks
Penny asks whether a planning appointment is for the caller or a family member, then offers the director’s approved times.
- SalonA fact about the setup
Penny uses the appointment length you set for each salon service and checks the requested stylist’s full opening before booking.
- Med SpaA question she asks
“Have you had filler in the last six months?” is on the intake before the consult is booked.
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