Trades and home services · Worked example

Missed-call catcher for a plumbing business

Answers the phone when the plumbers are on the tools, books the job and texts the details to the right person.

VoiceSMS Lead captureBookingHuman handoffSummaries

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The problem

A plumber under a house can't answer the phone, and the customer with a burst pipe will call the next number on the list. Every missed call is a job someone else gets.

How it works

Answers every call the team can't get to
Asks what the job is, the address and how urgent it is
Books standard jobs into the next available slot
Puts genuine emergencies straight through to the on-call plumber
Texts the customer a confirmation and sends the job to the team's job management app

What it connects to

Job management software
Calendar
SMS
On-call phone roster

Sample conversation

CallerHi, our hot water cylinder is leaking in the garage.
AgentThanks for calling. Is it a steady drip, or is water spreading quickly?
CallerJust a drip, but it's getting worse.
AgentOK. Turn the cylinder's power off at the switchboard to be safe. We can have a plumber there tomorrow between 8 and 10am. What's the address?
Caller5 Totara Lane, Hamilton.
AgentBooked. You'll get a text now, and the plumber will call when they're on the way.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

Lead capture. Asks your qualifying questions and writes a clean record into your CRM.
Booking. Books, moves and cancels appointments straight into your calendar or booking system.
Human handoff. Transfers the call, books a callback or forwards the email when a person should take over.
Summaries. Every conversation ends with a written summary, a transcript and the next step.