Pool & Spa — Service / Repair
Inbound pool or hot tub service call. Captures equipment type, issue, and water condition.
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.
Clarify the service needed — repair, weekly maintenance, and seasonal open/close are different crews.
important“Are you calling about a repair issue, regular maintenance, or a seasonal opening or closing?”
Field: Service needed (repair / cleaning / opening / closing)
Ask about water condition — a green or black pool needs chemical remediation before equipment work.
important“What does the water look like right now — clear, cloudy, green, or something else?”
Field: Water condition (green / cloudy / clear)
Ask what equipment is having trouble — pump, filter, heater, and liner issues each require different expertise.
important“Do you know which equipment is having the problem — the pump, filter, heater, or something else?”
Field: Equipment affected (pump / filter / heater / liner)
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.
Diagnose equipment failure over the phone without inspection.
Quote repair costs before on-site assessment.
Advise the caller to add chemicals without testing water first.
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 service call
- Send confirmation
Then creates a job with:
- Caller name
- Callback number
- Service address
- Pool type (in-ground / above-ground / hot tub)
- Service needed (repair / cleaning / opening / closing)
- Issue description
- Equipment affected (pump / filter / heater / liner)
- Water condition (green / cloudy / clear)
- Pool size (gallons or dimensions)
- Safety cover installed
- Chemical system (chlorine / salt / ozone)
- Preferred appointment window
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