See how Penny answers your trade’s calls. Try 14 days free.
Find your line of work below. Each page shows the intake questions and booking rules your business can use, with an example call and the software connections that carry the details to your team.
23 lines of work
Home services
- HVACA question she asks
Penny asks whether the furnace starts and quits or never starts at all, then puts the caller’s answer on the booking.
- PlumbingA question she asks
A slow-drain request includes which fixture is affected and whether other drains are backing up, so your plumber can prepare for the visit.
- ElectricalA question she asks
For an EV-charger estimate, Penny asks which vehicle is arriving, where the garage sits, and what the caller already knows about the panel.
- RoofingA fact about the setup
Penny checks the caller’s town or ZIP against your service area before she books an inspection.
- ContractorsA question she asks
“Is this a permit job, and who’s pulling it?” Penny asks before she books the walk-through.
- LocksmithA question she asks
For a parking-lot lockout, Penny asks for the entrance and a cross-street so the technician has more than the shopping-center name.
- RestorationA fact about the setup
An existing customer’s question reaches your lead with the project address; drying decisions and equipment removal stay with your technician.
- HandymanA fact about the setup
Before a painting estimate, Penny asks how many rooms are involved and whether the walls still need patching.
- Appliance RepairA fact about the setup
For a Whirlpool dishwasher, Penny asks for the model number on the inside rim when the caller can reach it safely.
- Garage DoorA question she asks
For a replacement door, Penny asks about the current door, insulation preferences, and whether the customer also wants the opener reviewed.
- LandscapingA rule Penny follows
Penny checks the caller’s town or ZIP against your service area before she books an estimate.
- Pest ControlA question she asks
Penny asks where the activity was seen and whether the caller has an existing plan before she offers an inspection or records a follow-up request.
Automotive and roadside
Property and real estate
- Property managementA fact about the setup
Penny records the property, unit, and access instructions together, so the maintenance coordinator can act on the request.
- Real estateA fact about the setup
Penny checks the listing status and the caller’s agent details before offering a showing request from your calendar’s open times.
Offices and practices
- LegalFrom a call
Asked “do I have a case?”, Penny sends that question to the attorney and takes the names and dates needed to arrange a consult.
- InsuranceA question she asks
Penny asks what the caller wants to insure and when the policy renews, then offers a review time on the agency calendar with the line noted.
- Financial servicesA fact about the setup
A prospect asks about retirement planning. Penny records the life change and books a discovery meeting with your advisor.
- VeterinaryA question she asks
Penny confirms the pet’s name, species, and owner details before offering your clinic’s approved wellness openings.
- AccountingFrom a call
“I’ll pass that to your preparer with the tax year,” Penny says, and the status question waits for the person who knows the answer.
Personal services
- Funeral homeA question she asks
Penny asks whether a planning appointment is for the caller or a family member, then offers the director’s approved times.
- SalonA fact about the setup
Penny uses the appointment length you set for each salon service and checks your calendar for an opening long enough before booking.
Give Penny a call before you forward yours.
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