Flooring — Installation Estimate
Inbound flooring inquiry. Captures flooring type, room count, and subfloor condition before scheduling an in-home measure.
When this runs
classifies this work type when the caller says things like:
How the call goes
3 surface rules tied to missing field definitions. Urgent first.
Ask what flooring type — hardwood, tile, vinyl, carpet, and laminate are different crews and skillsets.
important“What type of flooring are you looking for — hardwood, tile, vinyl plank, carpet, or laminate?”
Field: Flooring type desired
Ask what's on the floor now — removal and prep costs vary hugely by what's there.
important“What's currently on the floor — carpet, tile, hardwood, or concrete?”
Field: Current flooring type
Get approximate square footage — drives estimate range and material quantity.
important“Do you have a rough idea of the square footage, or which rooms you'd like done?”
Field: Approximate square footage
Extracted without a dedicated prompt
extracts these from the transcript in real time. If the caller does not mention them naturally, staff can confirm them during wrap-up.
Guardrail signals
If staff says anything matching one of these examples, an urgent warning surface is created.
Quote a per-square-foot price before measuring and assessing subfloor.
Guarantee installation timeline before material availability is confirmed.
Promise seamless transitions without seeing the layout.
When the call ends
Before staff can end the call, walks them through a wrap-up checklist, then prepares the captured fields for the work record.
Wrap-up checklist
- Confirm service address
- Confirm callback number
- Schedule in home measure
- Send confirmation
Then creates a appointment encounter with:
- Caller name
- Callback number
- Service address
- Flooring type desired
- Rooms to be done
- Approximate square footage
- Current flooring type
- Subfloor condition (if known)
- Furniture needs moving
- Timeline
- Budget range
- Material already selected
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