Incoming Call

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TrelloBoardEmail

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Time

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Company* This field is required.##BEFORE TAKING CALL## What company did they call?

High Mark Plumbing (LM)

Lillie Family (LM)

Lillie Family Okanagan

High Mark Calgary

High Mark Electrical

Sommerville and Son

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Notes:##SCRIPT## "Hello, thank you for calling {company}, {yourname} speaking. How can I help?"

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**We can Definitely assist you with your service needs**

We have Fully qualified (Plumber, Gasfitter, Electrician)

Well Stocked Service Vehicle

WCB coverage

Liability Insurance

Can I book you a service call?

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Name* This field is required. ##SCRIPT:## Can I start with your first and last name?

First Name

Last Name

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Account-Company##SCRIPT:##" Are you calling from a company?"

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Job Address ##SCRIPT:## Thank you {name}, What is the address of the job site?

Street Address

Street Address Line 2

City

Province

Postal

Country

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Billing Address Question##SCRIPT## Is the billing address the same as the work address?

YESNO

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Billing Address##SCRIPT## What's the billing address?

Street Address

Street Address Line 2

City

Province

Postal

Country

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Phone Number##SCRIPT## May I get your phone number?

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INFORMATION REQUEST

##SCRIPT:##

Thank you {name}. I am going to put you on a brief hold and look into that for you.

**PUT CALL ON HOLD** **PAGE SCHEDULER**

##SCRIPT##

I Have {name} / {accountcompany} who called {company}.

They are a {codaccount} at {jobAddress}.

They called about: {notes39}

On {date} or {date15}

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REQUEST FOR QUOTE

##SCRIPT:##

Okay. I am going to put you on hold and transfer you over to one of my team members who can answer your questions.

**PUT CALL ON HOLD** **PAGE SALES**

##SCRIPT##

I Have {name} / {accountcompany} who called {company}.

They are/want a {codaccount} at {jobAddress}.

They called about: {notes39}

On {date} or {date15}

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Date##SCRIPT:## When would you like us to come out?

Date

Hour

Minutes

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Date##SCRIPT:## Is there any other day and time that could work for you?

Date

Hour

Minutes

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##SCRIPT:##

Thank you {name}. I am going to put you on a brief hold and schedule you in.

**PUT CALL ON HOLD** **PAGE SCHEDULER**

##SCRIPT##

I Have {name} / {accountcompany} who called {company}.

They are a {codaccount} at {jobAddress}.

They want {notes39}

On {date} or {date15}

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TechName##FROM SCHEDULER:## (Which techs can do this job?)

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Scheduled Date##FROM SCHEDULER:## (What date can we schedule the job?)

Date

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Scheduled Time##FROM SCHEDULER:## (the job can be scheduled for between)

First Call 8-9 AM

Second Call 10-12 PM

Third Call 11-1PM

Fourth Call 12-2 PM

Fifth Call 1-3PM

Sixth Call 2-4 PM

Other

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**TAKE CALL OFF HOLD**

Hello {name}, thank you for your patience. I have you scheduled for {scheduledDate}. Our technician will be there between {scheduledtime}.

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Email## SCRIPT ## Since we're a paperless company, could I get your email address so we can send you an invoice at the end of the job?

example@example.com

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Access##SCRIPT:## Are there any special instructions we should pass on to our technician regarding access to the job? Is the job site at a business or an apartment? (buzzer, lock box etc)

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Alt-Contact##SCRIPT:## Is there anyone else we could call about this job? For access or payment?

Access

Payment

No

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Alt-Contact Name##SCRIPT:## What's their name?

First Name

Last Name

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Alt-Contact Phone Number##SCRIPT## Is there a phone number we can reach them at?

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Relation##SCRIPT:## And what is there relation to you?

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Referral##SCRIPT## That should be everything {name}. May I ask how you heard about us?

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##SCRIPT:## That's it {name}. Our techncian will be there on {scheduledDate} at {scheduledtime}. We'll call you when they're on their way. Is there anything else I can help you with?

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Length of Call