The Home services pack

Everything in the pack,
and everything it will not do.

The CRM fields and stages that follow every call, what it connects to, and what it never says. Why any of it matters is on the Home services page.

Home services — this pack was built for the calls that reach this kind of business. Illustrative photograph.

Fields that are filled when the call ends

This trade pack is built to order. Below is the design we switch on for you: the fields, stages and never-say list are drafted, so with your price list and hours it can be switched on within days.

Fault described and when it beganBuilding type and floorPreferred visit time and the time bookedService area and full addressSafety script triggered or notParts check needed before the visit

The stages an inquiry moves through

How many inquiries sit at each stage, on one line — in the order work actually flows in a Home services.

Inquiry→Visit booked→On-site check→Estimate approved→Work done and paid
PipelinePipelineInquiry4Visit boo3On-site c2Estimate 1Work done1

What it will not do

Not a setting you switch on and off. These are blocked when the Home services answering is built; anything that touches them goes to a person instead of being answered.

  • It never diagnoses the fault on the phone.An error code or a noise is not a verdict on what is broken. It goes as far as “could be” and leaves the rest to the visit.
  • It never fixes the final total.It states the call-out and the basic labour. Parts are priced once the unit is open, so the customer asking “it won’t go above that, right?” hears from the tech, not the AI.
  • It never books a job where someone smells gas.Gas, shocks, sparks or smoke trigger the safety script and an immediate transfer to a person, not a time slot.
  • It never tells anyone to have a go themselves.No “try taking the cover off”. An accident after that advice lands on the company.

This page is the list; the argument is on the other one. What kind of call comes in at night, what a missed one costs, and why a machine must not say certain things are written on the page this pack came from.