🛠️
Service Intake Assistant
Guide the customer through describing their appliance issue
Step 1 — Appliance type
Step 2 — General information
Approx. age of appliance *
Property type *
Owner-occupied
Rental property
Brand & model (if known)
Older appliance — optional note if it comes up naturally
This appliance is 15+ years old. No need to bring it up unprompted, but if the customer asks about repair cost or whether it’s worth fixing, you can mention this.
“Our tech will give you an honest assessment when he’s there — he’ll let you know if the repair makes sense for the age of the unit so you can make the best call.”
Rental property — ask these additional questions
Make sure to capture: who is authorizing the repair, any spending limit, and whether the tenant will be home.
“Who should we contact to authorize the repair if parts are needed?” · “Is there a spending limit we should stay within before calling for approval?” · “Will the tenant be home for the appointment or should we coordinate access separately?”
Authorized contact for repairs
Spending limit (if any)
Step 3 — Symptom & details
Step 4 — ServiceWorks summary
Ready to copy into ServiceWorks
Labeled fields
Tech note — paste into job description