Trades & contractors
While you're on the job site, Anni captures inquiries, emergencies and appointments properly.
What Anni handles here
- Distinguishes emergency vs. quote vs. status.
- Collects photos/info via a link instead of 10 minutes on the phone.
- Books callbacks into actual time slots.
Typical calls
- Emergency (water/heating/power)Immediate escalation
- Quote requestProperty, scope, timing
- Reschedule an appointmentSlot + info to the team
- Status questionTime window
SetupHow to prepare for launch4
- Set emergency rulesOn-call duty, escalation numbers
- Define intake questionsTrade-specific (3–8 questions)
- Photo/plan link workflowone click, clear instructions
- Communicating time windowsrealistic windows
WorkflowsWhat Anni actually does4
Emergency triageRecords the situation, address, danger – escalates according to rules.
Quote intakeQuestion tree, link for photos/plans, summary as a ticket.
Callback slotsOffers callback slots and blocks realistic times.
Structured summaryAfter every call, the request is summarized in a compact form.
IntegrationsData sources and systems3
CalendarCallbacks, on-site appointments
Ticket/project toolIntake, photos, priority
SMSArrival, time window
Integrations with your own systems are available from the Business package.
Measurable impactMetrics that change4
↓Response time for emergencies
↓Time on the phone
↑Quote qualityphotos + structured questions
↓Phone time per requestthanks to clear questions up front
Privacy & limitsWhat deliberately doesn't happen2
Address & accessAccess codes only when necessary.
DocumentsPhotos/plans via clear links.
PitfallsCommon mistakes and how to avoid them2
- Vague definition of an emergencyDefine triggers (water, heating in winter, power).
- Too many callbacksInfo + ticket + plan instead of a callback.
Frequently asked questionsShort, honest answers2
Can Anni create quotes?Not on her own, but she can pre-qualify properly and speed things up.
How do you deal with construction-site noise?Anni picks up while you work – callbacks go into slots you can plan around.
