Painting — Interior / Exterior Estimate
Inbound painting inquiry. Captures scope, surface condition, and timeline before scheduling an estimate.
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 if the home was built before 1978 — lead paint requires EPA RRP-certified work.
urgent“Do you know if the home was built before 1978? Pre-1978 homes may have lead paint, which requires special handling.”
Field: Pre-1978 home (lead paint concern)
Clarify interior vs. exterior — different crews, prep, and weather dependencies.
important“Are you looking at interior painting, exterior, or both?”
Field: Interior, exterior, or both
Ask about surface condition — peeling, cracking, or water damage drives prep work scope.
important“How's the current surface — is the paint in decent shape, or is there peeling, cracking, or water damage?”
Field: Surface condition (peeling, cracking, water damage, clean)
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 price per room without seeing the space and condition.
Guarantee a specific paint coverage without measuring.
Promise exterior work dates during weather-dependent seasons.
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 on site estimate
- Send confirmation
Then creates a appointment encounter with:
- Caller name
- Callback number
- Service address
- Interior, exterior, or both
- Rooms or areas to be painted
- Surface condition (peeling, cracking, water damage, clean)
- Pre-1978 home (lead paint concern)
- Wallpaper removal needed
- Colors selected
- Number of stories (exterior)
- Timeline
- Budget range
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