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Industries

A template for your kind of call

Each industry starts from a template with the right reasons for calling, the details to collect, and the emergencies to escalate. You change what you need.

Eight industries, three templates

  • Trades template

    HVAC

    No heat, no cooling, tune-ups, and quotes, sorted by urgency.

    Emergency triggers

    • Gas smell
    • Carbon monoxide alarm
    • No heat when it is below -10 °C
    See the calls it handles
  • Trades template

    Plumbing

    Leaks, drains, water heaters, and quotes, with flooding escalated.

    Emergency triggers

    • Active leak or flooding
    • Sewage backup
    • No water in winter
    See the calls it handles
  • Trades template

    Electrical

    Outages, panels, EV chargers, and inspections, with hazards escalated.

    Emergency triggers

    • Burning smell or sparking
    • Exposed wiring
    • Outage with medical equipment in the home
    See the calls it handles
  • Trades template

    Roofing

    Active leaks, storm damage, and replacement estimates.

    Emergency triggers

    • Active leak into a living space
    • Structural damage
    • Water near electrical fixtures
    See the calls it handles
  • Property management template

    Property management

    Maintenance requests, rental inquiries, and after-hours triage.

    Emergency triggers

    • Flooding or a burst pipe
    • No heat in winter
    • Gas smell
    See the calls it handles
  • General receptionist template

    Dental and clinics

    Appointment requests and messages, with privacy rules built in.

    Emergency triggers

    • Chest pain, collapse, or trouble breathing
    • Fire or smoke
    • Safety threat
    See the calls it handles
  • General receptionist template

    Salons and spas

    Booking requests, price questions, and messages for staff.

    Emergency triggers

    • Someone hurt or unwell
    • Fire or smoke
    • Safety threat
    See the calls it handles
  • General receptionist template

    Professional offices

    New client inquiries, messages, and appointment requests.

    Emergency triggers

    • Someone hurt or unwell
    • Safety threat
    • Fire or smoke
    See the calls it handles

Templates

Start from a template, then make it yours

Not on the list? The general receptionist template fits most businesses that take appointments and messages.

  • Trades

    New service requests, quotes, existing jobs, and emergencies such as a gas smell, a carbon monoxide alarm, flooding, or sparking.

  • Property management

    Maintenance requests with unit and entry permission, rental inquiries, and a rule that routine requests after hours wait for the office.

  • General receptionist

    Appointment requests, messages, and pricing questions, with privacy rules for clinics and offices.

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