Industry workflow

AI receptionist workflows for home service businesses

Capture job type, location, timing, approved urgency details, appointment requests, and callback information while technicians and owners are working.

Common call types

New service request

Identify the job category, location, availability, and preferred next step.

After-hours issue

Apply the company’s written routing rules without claiming emergency judgment.

Estimate request

Collect approved project details and schedule a callback or appointment.

Existing customer

Capture the reason for follow-up and route it to the right team member.

Service-area check

Confirm whether the business serves the caller’s area using approved rules.

Vendor or employee call

Separate operational calls from new customer inquiries.

Works alongside the tools you already run

Switchboard-IQ is built to fit next to whatever you use to manage jobs, whether that is Housecall Pro, Jobber, ServiceTitan, or a paper schedule on the wall. A direct calendar connection is confirmed and tested as part of setup. A native two-way integration with specific field-service platforms is on our roadmap, not a current claim, so ask what is actually supported for your exact software during the workflow review.

Industries that may fit

  • Plumbing and drain service
  • Heating and air conditioning
  • Electrical service
  • Water, fire, and mold restoration
  • Garage-door service
  • Roofing and exterior service
  • Cleaning, landscaping, and pest control

Free after-hours audit

We can document what a customer experiences when calling your public number outside business hours and identify one improvement.

Request the audit

The real cost of a no-show

See how your call flow could work

Call the live demo or request a short workflow review. No obligation and no automated sales text messages.