Plumbing
Active leak, shutoff status, fixture, access, photos, and emergency callback rules.
Home service AI intake
Capture the job details before they scatter.
For plumbing, HVAC, roofing, restoration, electrical, and exterior trades, the first response needs more than a name and number. It needs enough context to route the next move.
Useful intake fields
Job contextIssue type, location, urgency, photos, access notes, and preferred callback path.
Business rulesWhat the agent can say, what it must ask, and when it escalates.
Follow-up trailSummary routed to the owner, office, CRM, scheduler, or job board.
Trade-ready examples
Different teams need different intake rules.
A useful AI intake workflow should reflect the questions your team already asks before a real quote, visit, maintenance task, or callback can happen.
HVAC
No-cool/no-heat details, equipment clues, occupancy needs, and approved dispatch boundaries.
Roofing
Storm timing, photos, leak location, roof type, insurance notes, and estimate follow-up.
Restoration
Water, mold, fire, photos, affected area, safety context, and human escalation.
Vacation rentals
Guest issue, property, occupancy, access, photos, vendor fit, and manager-ready handoffs.
View vacation rental intakeProperty maintenance
Tenant, guest, unit, access, vendor fit, photos, and manager-ready handoffs for property teams.
View property intakeWhat stays human
The system should speed up handoff, not invent field judgment.
Cape Fear Agent Co. designs the first workflow around approved rules: no unsupported diagnosis, no unapproved price, no dispatch promise, and no emergency advice beyond the business rules you approve.
Collect
Gather the facts your team needs to understand the request.
Classify
Tag the request by urgency, service fit, and missing details.
Route
Prepare the next action for the right human or system.