Client intake services for trades & home services

AssistBPO's client intake services for trades and home services companies turn a first call or web form into a complete customer record before a tech or a cleaner ever arrives. Property address and type, gate code and parking notes, pets, the equipment and its age, the symptom in the customer's words, how they heard about you, whether they want the membership offer, and the consent for reminders and reviews.

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This page Trades & home services Client intake services for small business

How does client intake work for home services?

For recurring cleaning and lawn care, intake covers the walkthrough appointment, square footage or lot size, access arrangements, products the customer wants avoided and the preferred weekday. For commercial accounts such as property managers and restaurants, intake collects the billing contact, the certificate of insurance and W-9 they need from you, the sites covered and the approval rule for work above a set amount. Every intake is captured in ServiceTitan, Jobber or Housecall Pro with the same fields every time, so the tech arrives knowing the water heater is in the crawl space and the dog is friendly. The intake specialist is an employee with a backup, works your hours, and reports new customers, walkthroughs booked and commercial accounts opened daily.

What tasks does client intake cover for trades and home services companies?

  • Collect property details, access notes, pets and equipment age on every new customer
  • Record the symptom in the customer's words with photos where offered
  • Capture lead source and consent for reminders, texts and review requests
  • Book walkthroughs for recurring cleaning and lawn care with lot size and product preferences
  • Open commercial accounts with billing contact, sites, approval limits and COI requests
  • Offer the membership plan from your script and enroll through your payment link
  • Enter every intake in your field platform with the same fields each time
  • Report new customers, walkthroughs and commercial accounts opened daily

The KPI that matters here

Intakes completed with every required field before the first visit, and first visits that start without a callback to the customer for missing details. The weekly review compares both by lead source.

What rules does client intake follow for home services?

  1. TCPA for follow-up calls and texts. Estimate follow-ups, tune-up reminders and review requests go only to customers who gave consent on your booking form or service agreement, inside 8am to 9pm local time, after do-not-call scrubbing, under the Telephone Consumer Protection Act enforced by the FCC. Purchased homeowner lists are never dialed.
  2. License numbers on ads and estimates. Many states require your contractor license number on advertising, estimates and social posts; California's CSLB and Florida's DBPR are two examples. Your assistant keeps the number on every template and never describes work your license does not cover.
  3. Review requests under the FTC rule. Review requests go to every customer after a completed job, not only the happy ones, and nobody is paid or given a discount for a review, following the FTC's Consumer Reviews and Testimonials Rule and Google's review policies. Replies never reveal a customer's address or account details.
  4. Card payments and PCI DSS. Deposits and payments are taken only through your ServiceTitan, Jobber or Housecall Pro payment link or portal. The assistant never writes down a card number or stores one in a note, in line with PCI DSS.

Home services software we work in

Also in use

  • FieldEdge
  • Google Business Profile

See all 80 tools we work in

More for trades and home services companies

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Client intake in other industries

Frequently asked questions

What does a home services intake include?

Contact details and preferred channel, property address and type, access notes such as gate codes, parking and pets, the equipment involved and its approximate age, the symptom or scope in the customer's words, photos if they offer them, how they found you, whether they want the membership plan explained, and consent for reminders, texts and review requests. The record is created in your platform with the job booked or the estimate scheduled and notes for the tech attached.

Can intake handle commercial accounts like property managers?

Yes. Commercial intake collects the company, the billing and on-site contacts, the properties or units covered, the approval limit above which a quote is required, invoicing terms you have agreed, and the documents they need from you such as a certificate of insurance and W-9. The specialist sends those from your templates, sets the account up in your platform with the right pricing tier, and flags any request that needs your sign-off.

Does intake give advice about the repair?

No. The intake specialist records what the customer describes, asks the safety questions your script includes, and books the right visit type. Diagnosis, repair options and pricing beyond your approved list stay with the tech at the property. If a caller describes a gas smell, sparking or flooding, intake switches to the emergency script and pages your on-call lead rather than continuing the questionnaire.

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