Electrical call screening
Electrical call screening that protects your team’s focus
An electrician’s main number can receive new service inquiries, existing-job questions, supplier calls and work outside the company’s scope. Revo can ask approved screening questions while the crew stays focused on the job. Use screening to establish the request and the next responsible person. The conversation should help the office distinguish a suitable inquiry from another kind of call without diagnosing an electrical problem or turning a category into a promise of service.
01 / Electrical call screening
A new caller requests electrical work
Identify the requested work and location against your accepted service categories.
02 / Electrical call screening
An existing customer asks about an appointment
Capture the reference and question for the office rather than creating a second service request.
03 / Electrical call screening
A caller needs a specific person or business contact
Use the approved contact and handoff rules instead of routing every call to a technician.
04 / Electrical call screening
Information to collect
05 / Electrical call screening
Give each request a defined next step
Define the work categories, service area and contact rules the script may use.
Ask the minimum questions needed to identify fit and ownership. A caller’s report remains a report, not a technical finding.
Use a supported transfer path only when configured for the plan; otherwise capture a clear request for the responsible person to review.
06 / Electrical call screening
Set accurate expectations
No troubleshooting, electrical safety assurance, technical diagnosis or guaranteed attendance should be given during screening. Your authorized team decides acceptance and any field response.
Common questions
Make the next step clear.
Resolve the details that matter to your team and callers.
Is screening the same as diagnosing the problem?
No. Screening identifies what the caller wants and where the request belongs. It does not assess the installation or recommend a repair.
Can we screen work outside our service area?
Your approved service-area questions can identify an apparent mismatch. Keep uncertain addresses for office review rather than guessing.
Can calls go directly to an electrician?
Only through the transfer method and recipient your plan and setup support. Decide what happens when that person cannot answer.
Sources and current terms
Set your answering workflow around the coverage, questions and next steps your business can support.
Review Revo’s current features and plans for the workflow your business needs.
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