Template
Job Intake Phone Script (Copy/Paste)
Copy/paste2 minutesConsistent intake
What this is: A short script to capture the right details fast.
Who it helps: Anyone answering the phone or texts.
What to do next: Visit the Calls & SMS category page.
Copy/paste template
Job Intake Phone Script (Copy/Paste)
- - Thanks for calling. What is the address for the job?
- - What is the issue and when did it start?
- - Is there anything we should know about access or pets?
- - Can you send a quick photo or video?
- - What time window works best for you?
- - How do you prefer to pay: card on-site or invoice?
How to use it
- Print or save this script where you answer calls.
- Use the same questions every time.
- Send a short confirmation text with the key details.
Common tweaks
- Add a line for service area or trip fee.
- Add a question about parking or access codes.
- Add a deposit policy line for large jobs.