Route service calls, project inquiries, panel and EV charger requests, and safety-sensitive situations using controlled intake rules.
Concept workflow: inquiry → job type and location → safety screen → service or estimate calendar → confirmation and handoff.
Approved safety prompts and escalation rules help avoid casual handling of potentially dangerous situations.
Each appointment type can carry different duration, staff, availability, and pre-visit instructions.
Track quote status, permit or utility dependencies, customer decisions, and re-engagement tasks.
We’ll map the current response path and show you the smallest system that fixes the most important gap.