Solo
One tech
$87.50/mo
$17550% off launch
Service intake
Answering service lead qualification and intake
Collect enough context for your team to decide.
Lead qualification for a home service answering flow means checking whether an inquiry fits your services and area, then passing useful context to the people who can act. It is not a technical diagnosis or a promise that the caller will buy.
01 / Service intake
Define fit with observable intake questions.
Revo’s Services page describes lead qualification and intake. Translate that broad capability into your own reviewed questions and acceptance rules before routing calls.
- Service: what work is the caller requesting, in their own words?
- Area: what ZIP code and property address need service?
- Timing: when is help requested, and what availability still needs confirmation?
- Contact: who should your team call back, and at what number?
- Context: is this a new inquiry, an existing appointment or an unresolved customer issue?
02 / Service intake
Keep qualification separate from diagnosis and pricing.
A caller saying “the AC is not cooling” provides a service request, not a confirmed fault. Record that description without converting it into a diagnosis or an invented repair price.
If a request is outside your services or area, follow your approved explanation. If the details are unclear, preserve the uncertainty for your office rather than forcing a qualified label.
03 / Service intake
Make the handoff actionable.
An illustrative summary might read: “New HVAC inquiry; property ZIP provided; caller requests a weekday visit; callback number confirmed; availability pending office review.” This is an example format, not a Revo customer record.
Assign an owner to review the request and document which supported route delivers it. Solo lists call summaries but excludes team transfers and field-service software connections; Crew and Fleet include those features. Do not assume a named integration or an automatic dispatch.
- Include the caller’s requested work and any unresolved question.
- State whether the result is intake only or a confirmed appointment.
- Define a fallback when the responsible person is unavailable.
04 / Service intake
Review the borderline inquiries.
Test an out-of-area property, a vague service request, a repeat caller and an existing customer reporting a problem. Check that your team can distinguish them without relying on invented information.
Use your own records to measure which inquiries fit and what happens afterward. Search-volume estimates and intake counts are not qualified Revo leads, completed jobs or measured conversion gains.
Sources and service details.
These guides use Revo’s published service descriptions and shared plan data. Confirm the current offer and supported setup before routing customer calls.
Choose a plan for the calls you need to handle.
Compare included minutes and plan features against your call-handling needs.
Crew
One crew
$175/mo
$35050% off launch
Fleet
Multi-location
$350/mo
$70050% off launch
Questions worth asking.
Review the details before choosing how your business handles calls.
Check the next stepDoes a qualified inquiry guarantee a booked job?
No. Qualification checks fit under your business rules. Availability, customer choice and office follow-up still affect the outcome.
Should the answering flow estimate a repair price?
Only use an explicitly approved pricing policy where supported. Do not invent a repair quote from an intake description.
What if the caller cannot describe the problem clearly?
Collect their description and contact details, mark the uncertainty and route it for human review according to your policy.
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