Answering Service Script
Defaults to your company. Switch only if you are covering another desk.
Tap Start when you pick up — this begins the call timer and walks you through the greeting.
Before you pick up
This call is won when a walk is on the calendar.
- You are not quoting a price. You are not dumping a lead for the office to chase.
- Get a picture of “done,” who will be home, and a day/window. Then read the close.
- Greeting names no company. Record only after they say yes.
View-only access: you can read the call log, but your role cannot start, record or save calls.
Answering Service Script
00:00
Service address first
Confirm the property before choosing the project type or service questions.
Project questions
Who & What
Project
"Just so the estimator knows what they're walking — is this the whole exterior, or mainly what people see from the street?"
"What's the color — the name or the code if you have it?"
"When would you want crews actually on the house — not the estimate, the work? Is that a hard date, or flexible?"
All business units
Contact
Budget & book
"For a commercial walk to be useful we need a working budget — even a range. What number are you working with?"
The sale on this call is the walk. Offer two real windows, then write the one they pick.
Stores this script in the call log. It does not call, text, or email anyone.
Close
The desk inbox still gets a copy when this contractor has one. Add yourself or someone else if they should see this lead too.