Diagnostic Intake System for Commercial Service Contractors
HVAC, plumbing, and electrical contractors serving commercial clients
Turn Customer Service Calls into Dispatch-Ready Job Reports
This system replaces the first 5–15 minutes of back-and-forth phone intake.
Instead of incomplete descriptions from site managers or staff, you receive a structured diagnostic report before dispatch — including symptoms, context, and site details.
Your technicians arrive knowing what they are walking into.
What This Does
You get a simple branded intake link you can send to your customers.
When a service request comes in, the system guides the customer through structured questions about the issue, equipment, and conditions.
You receive a clean diagnostic intake report by email that is ready for dispatch or technician review — no phone clarification required.
What Changes Operationally
- ✓ Dispatch receives structured job context before the truck is sent out
- ✓ Fewer clarification calls between office staff and customers
- ✓ Technicians arrive with better expectations of issue severity and context
- ✓ Standardized intake across all service requests and clients
See Examples
Real diagnostic intake reports generated by the system:
How it works →
Example reports →
Try It
If you'd like to test it with your own service workflow, use the contact form.