Turn service calls into clear next actions.
Answer incoming calls, collect job details, and route urgent or complex requests to your team.
Lead intake · Service questions · Appointment requests · Urgent routing
From incoming call to qualified service request.
Answer the call
Give every prospective or existing customer a consistent first response.
Call intake
Capture the service reason
Qualify the request
Collect the service type, location, preferred timing and important details about the job.
Qualified request
Home service intake details
Structured summary
Reviewed before handoff
Route the opportunity
Send the request to the appropriate employee or collect the information needed for follow-up.
Service-team routing
Send lead or customer issue to the right desk
Checks
Assigned to
Dispatch or office team
Questions from home service teams
WiseUnit is designed to support service intake while keeping urgent decisions and customer-specific actions with your team.
It is designed to fit around an existing phone workflow when configured for your business. The setup depends on how calls are currently answered, routed and escalated.
Yes, the AI can collect appointment-request details such as service type, location and preferred timing. It should not claim a booking is confirmed unless your workflow supports that explicitly.
Urgency conditions can be configured so certain words, issue types or situations trigger a human escalation path. That helps your team respond quickly without depending on the AI to make every decision alone.
Yes. Plumbing, HVAC, electrical or other service types can follow different intake questions and routing destinations when configured. That keeps the captured details relevant to the job.
Yes. Human handoff remains part of the workflow for urgent, customer-specific or unclear situations. The aim is better first response and clearer information, not removing the team from the process.
Make every service enquiry easier to act on.
Give customers an immediate first response while providing your team with the details needed for the next step.