Blog2025-11-28

A Simple Intake Script for Home Services Calls

A short intake script that captures the details your techs actually need, without turning the call into an interrogation.

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Keep it short

You’re not doing a full diagnosis. You’re doing triage.

Suggested questions

  • What service do you need?
  • What’s the address?
  • Any time constraints (today vs this week)?
  • Best callback number?
  • Any special notes (gate code, pets, parking)?

Why it works

It balances two forces:

  • callers want speed
  • your team wants details

Win both by capturing the essentials.