Two priority questions, then route
Service area and job type first
Ask what matters for dispatch, not the whole survey on the first call. You can always gather details after the time slot is claimed.
Dispositions that marketing can read
No black-hole notes
Every lead needs a code: bookable, not in area, not ready, or competitor shopping. That feedback loop is how marketing tunes geography and ad promise.
Tighten intake to match the campaigns you run
We connect media, page offers, and CRM with shared definitions.
See how we work