CSR Booking Assistant

1 Customer & service area ✓ Done

Name

Existing customer?

Lead source

Address

Service area / city

Gate code

2 Homeowner / tenant authorization ✓ Done

Are you the homeowner and decision maker?

3 Contact ✓ Done

Phone

4 Work order details ✓ Done

# of units

Unit location

Stories

Age of unit(s)

Tall ladder needed?

20% discount

5 Pricing & notes recap ✓ Done

Type of service Call notes

6 Scheduling ✓ Done

Time frame

Early arrival OK?

7 Generate work order ✓ Done

Install type

Call source

Same-day booking?

Need availability assistance?

Work order (ServiceTitan format)

The Slack header is generated automatically at the very top of the work order.

Booking readiness

Fill required fields

Auto recommendations

Color Pending

Slack Pending

Header Pending

SOP assistant

Select a job type and unit age to view booking guidance.

Quick reference SOP

Select SOP

Select an SOP to view a quick reference.

Color guide

Blueberry: HVAC Service 10+ years, Maintenance 10+ years, New Unit Estimate.

Sage: Service under 10 years OR Service Callback. $70 diagnostic for service; $0 for callback.

Purple: Service OR Maintenance, Any Age, No Warranty. Ask Service Dispatch if unsure.

Yellow: Maintenance 5-9 years or unknown age.

Orange: Install Callback and Warranty Revisit.

Flamingo: Claimed appointment.