Template

Job Intake Phone Script (Copy/Paste)

Copy/paste2 minutesConsistent intake

A short script so you capture address, issue, access, and preferred time in one call without forgetting a question or losing the lead to a long hold.

For anyone answering the phone or doing intake by text who wants a repeatable sequence.

Next: Use it on 10 calls; then visit the Calls & SMS category if you want software to log and route leads.

Copy/paste template

Job Intake Phone Script (Copy/Paste)

Replace placeholders:

Avoid these mistakes:

Don't use overly aggressive language (e.g., "URGENT: Payment due now!")
Don't use confusing abbreviations or jargon
Don't make promises you can't keep (e.g., "We'll be there in 10 minutes" if it's not realistic)

Print or save this script where you answer calls so you're not winging it.
Use the same questions every time so nothing drops (access, pets, and payment often get missed).
Send a short confirmation text with address, time window, and "we'll text when we're on the way" so they have it in writing.
If they can't send a photo now, ask them to send it before the appointment so the tech has context.

Add a line for service area or trip fee if you charge by zone.
Add a question about parking or gate codes so the tech doesn't waste time at the door.
Add a deposit policy line for large jobs so they know before they book.
Add "Who will be on-site?" for commercial or rental properties.

Guides that help with this pain:

See if Calls and Messaging tools are right for your team.