Follow-up rules that stop messy trade enquiries

Ask for the details that change the job

A lead is only useful if the team knows what they are walking into. LinePilot should collect the details that affect urgency, travel, parts, and the right engineer.

• Customer name, phone number, and postcode.
• Job type and short issue description.
• Photos or follow-up channel if needed.
• Preferred time window.
• Urgency and safety risks.

Use preferred times without over-promising

For emergency or high-value work, LinePilot can capture a preferred time window without promising availability. Your team can then confirm manually.

• Use manual confirmation while automated booking is coming soon.
• Capture preferred times when the owner still approves jobs manually.
• Use emergency routing when the caller needs immediate human help.

Keep the language simple

Customers do not need to hear your internal workflow. LinePilot should sound like a helpful receptionist: gather the right details, explain the next step, and avoid over-promising.