Roofing — Active Leak / Storm Damage
Inbound roof leak intake. Separates active water intrusion from cosmetic damage and flags insurance track.
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 any ceiling looks bowed or sagging — evacuate the room and don't poke it.
urgentField: Ceiling bowing / sagging
Ask whether the damage followed a storm event — drives insurance and inspection scope.
importantField: Damage from a storm event
Ask whether they plan to file an insurance claim — documentation requirements differ.
importantField: Filing an insurance claim
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 insurance claim coverage or outcome.
Promise a permanent repair price before inspection.
Tell the caller to climb onto the roof.
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
- Advise buckets and move belongings
- State next step
Then creates a job with:
- Caller name
- Callback number
- Service address
- Water actively coming in
- Ceiling bowing / sagging
- Damage from a storm event
- Approximate roof age
- Filing an insurance claim
- Prior repairs in this area
- Inspection window
Ready to put this work type to work?
Start your free trial and this work type is active on your first call. Customize it any time, or let it run as-is.
Sign up for trial