New Request

Use this while the customer is on the phone.

Call Intake

Customer
Property
Service

Phone Script

Opening: “Thank you for calling. How can I help you today?”
  1. Confirm name and best phone number.
  2. Ask for the property address.
  3. Ask what service they need and whether anything is urgent or hazardous.
  4. Ask the best time for an estimate or callback.
  5. Submit the request and let them know the owner will follow up.

Recent Requests

Last 3
0
Today
0
Open
0
Urgent
0
Pending Sync

Requests

0 total

Jobber Connection

Checking Jobber connection...

Data Tools

Your requests are stored in this browser for the prototype. Export CSV regularly until we add a shared database and user logins.