LEAD QUALIFICATION

Not just a lead.
The right job, ready to book.

A name and a phone number isn't a lead — it's a maybe. Every call and chat gets qualified in real time: urgency, service type, service area, and budget fit, before it ever reaches your team.

4–6Diagnostic questions asked before a job gets logged
SECONDSHow long qualification takes, not a callback tomorrow
100%Of leads arrive with context, not just a name and number

HOW IT WORKS

Every lead,
triaged the same way.

1
TRADE-SPECIFIC QUESTIONS

Built around your services

"Leak or backup," "not cooling or not turning on" — the same triage questions a good dispatcher would ask.

2
URGENCY GETS FLAGGED

Emergency vs. routine, sorted

Jobs get sorted by how you define urgent, so the 2 AM calls that actually matter stand out.

3
SERVICE AREA CHECKED

Confirmed before it goes further

No wasted callbacks for jobs outside where you actually work.

4
SCOPE CAPTURED

Enough detail to act on

Your team starts the conversation already knowing what the job actually is.

5
ROUTED OR BOOKED

Straightforward jobs get booked

Simple requests go straight to the calendar; everything else reaches your team with full context.

EXAMPLE CALL — ELECTRICAL, ROUTINE VS. URGENT TRIAGE

CallerHi, I need an electrician — my breaker keeps tripping.
AI AgentI can help with that. Is it one specific breaker, or is it happening across different circuits?
CallerJust the one, in my kitchen.
AI AgentGot it — that's usually a routine visit, not an emergency. Do you know roughly how old your panel is?
CallerMaybe 20 years.
AI AgentThat's good to know for the technician. I have an opening tomorrow afternoon — want me to book that?

STRAIGHT ANSWERS

About lead
qualification.

Is this a separate product from the voice agent and webchat?+

No — it's the layer running underneath both. Every call and chat gets qualified the same way, so the format changes but the intelligence doesn't.

How does it know what questions to ask?+

The questions are built around your actual services — the same triage questions a good dispatcher would ask, not a generic script.

What counts as an emergency vs. routine?+

You decide the rules — a no-heat call in winter might be urgent, a dripping faucet usually isn't. The system sorts by your definitions, not a default guess.

Does my team still review every lead?+

Every lead reaches your team either way — qualification just means it arrives with the details already gathered instead of a name and a callback.

READY TO CLOCK OUT?

Let's find the work
you shouldn't be doing.

In one short conversation, we'll map the biggest time and revenue leaks in your business—and tell you honestly where automation can help.

Book a workflow call