New Plumbing Service Request
Standard non-emergency plumbing intake.
When this runs
classifies this work type when the caller says things like:
How the call goes
2 surface rules tied to missing field definitions. Urgent first.
Ask what they would like done — repair, install, estimate?
importantField: Issue description
Ask for a preferred date or time-of-day window.
normalField: Preferred appointment window
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.
Guarantee a price before site assessment.
Guarantee same-day service unless dispatch confirms.
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
- State next step
Then creates a job with:
- Caller name
- Callback number
- Service address
- Issue description
- Preferred appointment window
- Access instructions
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