LiveThu, May 21 · 11:21 PM

CSR Workstation

Identify · Qualify · Book · Follow-up
HCPQBO
JC
Customer
Housecall Pro
Existing customerMember
704-555-0142
812 Briar Glen Ct, Charlotte NC 28210
Open jobs
No open jobs.
Past jobs
Maintenance — Spring tune-up
JOB-3043 · $189
Estimate — Replacement
JOB-3044 · $0
Call workflow
Step 1 / 10
Job type
Urgency
System age
Estimated value
Service area
Multiple systems
Financing interest
Priority (computed)
P1 · Critical
Booking
Housecall Pro
Available slots
Technician
Notes / disposition
Selected: ·
Active script
1Empathy + ownershipReq

I'm sorry the system is down — I'll get this handled today.

2Safety checkReq

Anyone in the home medically vulnerable or pets at risk?

3Same-day windowReq

I have a tech who can be there [Time Window]. Does that work?

4Set the visit feeReq

Diagnostic is $[Diag Fee]; I'll waive it if you proceed with the repair today.