CSR Intake

New Phone Lead Entry

Draft ready

CSR Login

Start phone lead entry

Enter your name and the company password to load the script.

1

Opening Details

Capture the caller first, before going deeper into the project.

Previous client?
2

Discovery

Let them explain, repeat back the issue, then fill in the details.

Ongoing or recent?
Has it caused damage?
Own or rent?
3

Address & Timing

These questions come before the project-specific section in the script.

Detroit lead?
4

Homeowner Availability

Capture who needs to be present before selecting a project slot.

Both homeowners available?
5

Project Specific

Ask the matching questions for the selected project type.

Roofing

Home, garage, or both?
Clear attic access?

Repair

Clear underside access?

Siding

Home, garage, or both?
Replacement or repair?

Concrete

Company minimum for concrete work is $6,500.

Gutters

Replacement?

Windows

Replace existing windows?
6

Scheduling

Leave blank to create the Job without a Sales Appointment ToDo.

Appointment date

Checking availability...

7

Submit

All script details are saved to the Job's Lead Entry field in JobTread.