Use our built-in CRM, or connect the one you already run. Every caller lands as a contact with the job notes, no double entry.
Water heater leaking in the garage, gas unit about 10 years old. Verified the address in our service area and booked her into tomorrow 8–10 AM. Texted her the confirmation.
Receptionist: Thanks for calling Ridgeline Plumbing, this is the front desk. How can I help? Caller: Hi, my water heater is leaking all over the garage floor. Receptionist: I'm sorry, let's get that handled. Is it a gas or electric unit, and do you know about how old it is? Caller: Gas, maybe ten years. Receptionist: Got it. First, if you can, turn the cold water valve on top to off. What's the address? Caller: 412 Brookside Drive, Franklin. Receptionist: That's in our area. I have tomorrow 8 to 10 AM or 1 to 3 PM. Caller: Eight to ten. Receptionist: You're booked for tomorrow 8 to 10. I'm texting the details to this number now.
Sewer backing up into the basement floor drain. Marked urgent and texted the owner right away. Caller is waiting for a callback.
Transcript is on every real call.
Called in Spanish. Kitchen sink is clogged and the disposal is humming. Booked Thursday 1–3 PM. Notes kept in English for the tech.
Transcript is on every real call.
Repeat customer. Asked for a quote on repiping a 1960s house with galvanized lines. Took the details, square footage and photos request. Sent to the owner for a site visit.
Transcript is on every real call.
Sales call offering Google listing services. Screened out politely and hung up. Did not reach the owner.
Transcript is on every real call.
Tell us what you want changed: hours, service area, what she says, anything. It's done for you.