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Or read the FAQ ↗Resources for your team
Useful answers.
Practical next steps.
Guides for clearer calls, useful websites, better chatbot answers and reliable staff handoffs.
12 guides
Intake
A job summary your office can use
The value of a captured call is the summary. It should let a dispatcher act without calling the customer back for basics.
Read the guide ↗Operations
A storm-surge call plan for roofing
After a storm, the phones fill with leak and damage calls at the same time. A short plan keeps every request captured and in order.
Read the guide ↗Routing
After-hours heating and cooling calls
The first hot week and the first cold night bring a wave of calls. Plan the after-hours path before the season, not during it.
Read the guide ↗Customer communication
Answering estimate questions without quoting a price
Callers ask what a job will cost. A good answer explains how the company prices work and moves to the next step, without inventing a number.
Read the guide ↗Scheduling
Booking requests versus confirmed visits
A caller who hears “you’re booked” expects a crew at the door. Until a schedule is connected and tested, Ava takes a request and says so.
Read the guide ↗Routing
A call-coverage checklist for home service businesses
Decide who gets each kind of call before you forward the number. An unanswered transfer should still leave a clear next step.
Read the guide ↗Intake
One intake script for several trades
A multi-trade company needs one calm opening and a short branch of questions for each trade, not five separate scripts.
Read the guide ↗Scheduling
Recurring visits and reschedule requests
Cleaning, pest control and lawn care run on repeat visits. Most of their calls are changes, not new jobs.
Read the guide ↗Customer communication
Service-area answers for multi-trade companies
Different trades often cover different areas. Callers need a straight answer, and the office needs edge cases flagged.
Read the guide ↗Integrations
Testing a field service software connection
A connection to job-management software only helps if it is tested end to end with your own account and settings.
Read the guide ↗Routing
Urgent or routine: a call list your office approves
Ava should not judge danger. Your team decides which caller words start the urgent path, and Ava follows that list.
Read the guide ↗Chatbot
Website chat that captures home service jobs
Website visitors often have a photo-worthy problem and no time to call. A focused chat turns that visit into a clean job request.
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