Answer
Customers get a prompt response when your office can't pick up.
The system uses your approved greeting, business information, hours, service areas, and call-handling rules.
Qualify
Instead of simply taking a name and number, the workflow captures the details your team needs to determine what happens next.
Depending on your rules, that can include:
• Customer and contact information
• Service address
• Existing or new customer status
• Heating or cooling issue
• Equipment type
• Description of the problem
• Urgency
• Preferred appointment time
• Maintenance-plan or membership status
• Other approved intake questions
Book or Route
If the request qualifies for booking, the system can offer an approved appointment window.
If it needs human judgment, it can route or escalate the call with the information already collected.
