Call screening & qualification

Know what they need before you put down your tools.

A name and a number aren’t much to go on. Infercall asks the questions your team needs answered, so a new enquiry arrives with context instead of another round of phone tag.

Start with your website

A useful enquiry, not a mystery callback.

A visual walkthrough

A homeowner asks whether you can repair a damaged fence.

Start with the work.

The receptionist asks what happened and what help the caller needs.

Fence repair request

Work and help needed

Service area and access

Team-ready handover

Job: Damaged fence
Need: Repair assessment

Read the complete example

Start with the work.
The receptionist asks what happened and what help the caller needs.
Job
Damaged fence
Need
Repair assessment
Ask the questions that change the next step.
Your chosen service-area and job questions help establish whether the enquiry fits.
Location
Within the service area
Details
Access and damage described
Leave the team ready to act.
Record the enquiry, create a job through a supported connection or book an assessment in your calendar.
Handover
Work, location and contact details
Next step
Team reviews the repair request

Your questions, not a generic script.

A repair enquiry needs different details from a new salon booking. Add the services you handle, the areas you cover and the questions you usually ask. Your receptionist uses those instructions to keep the conversation relevant.

Separate an enquiry from a commitment.

Collect the work details before promising a price, appointment or arrival time. Put your estimate rules and escalation instructions in the business information. When a job needs assessment, the caller should know that assessment is the next step.

Put the details where the work happens.

Take a structured message, book through a supported calendar or create a job in ServiceM8 or Simpro. Customer-record connections can also save information or follow-up work. Choose the action your connected system actually supports.

MAKE IT YOURS

Set up the useful part.

Qualification follows your business information and instructions. It does not turn an estimate into a binding quote or dispatch a technician.

List the enquiries you want and the ones you cannot help with.
Add the qualifying questions and any estimate boundaries.
Choose a booking, job, transfer or message as the next step.

Good questions.

Can it ask whether the caller is in our service area?

Yes. Add your service area and the location details you want collected to your business information and instructions.

Can an urgent enquiry reach a person?

Set the situations that should trigger a transfer and the number to try. If the transfer cannot connect, Infercall can collect a structured message.

Can the enquiry become a job?

ServiceM8 and Simpro connections can create jobs with the details collected. Your team still handles scheduling and dispatch.

GIVE YOUR WORK THE ATTENTION IT DESERVES

Start with your business.

Bring your website. Review the receptionist. Choose what it handles.

Meet your receptionist