Trained to ask in the right order and never waste your time on out-of-area leads.
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1. Zipcode first
Bot asks for the customer's zipcode before anything else. Checks it against your service area table. Out-of-area customers get a polite "we don't cover that yet" — no time wasted.
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2. Symptom triage
"What's going on with your system?" Bot extracts symptom tags (no cooling, water leak, strange noise, etc.) and follows the right branch with targeted questions for each scenario.
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3. Photo + equipment ID
Asks the customer to snap a photo of the unit AND share the brand + model number off the sticker. Your tech walks in knowing what they're working on.
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4. Safety check
Asks if anything is actively leaking, sparking, or unsafe. Flags emergencies, recommends shutoff actions, and fast-tracks dispatch priority.
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5. Logistics capture
Name, full address, phone, email, preferred service window. All five collected in a single message, so the customer never feels interrogated.
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6. Ticket lands in your inbox
Styled email arrives with every detail — click-to-call phone, click-to-email address, photo attachment, severity flag. You call back when you're off the roof.