Custom Intake Questions

You choose the questions callers are asked — tailored to your business, your services, and your workflow.

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Business owner planning intake questions

Why It Matters

Every business needs different information from callers. A roofer asks different questions than a cleaner.

Generic scripts miss the details that matter most for your specific services.

Custom questions mean better-qualified leads and faster follow-ups.

What You Get

You define the intake questions — we ask them on every call

Questions can cover job type, location, budget, urgency, and more

Easy to update anytime as your business evolves

Your assistant sounds like it knows your business, because it does

No technical setup — just tell us what you need to know

Ready to Stop Missing HVAC Calls?

When you’re out on a job, we’ve got the phone covered. Never miss a call again.

Test It With Your Business

No contracts. Cancel anytime. 14-day money-back guarantee.

Trusted by HVAC, plumbing, electrical, and home service businesses