Supplementary Intake Systems To Jobber

Thanks for walking through the actual flow instead of just talking about "intake" as a vague step. You're right that the thing you do before someone says yes is a different job from the work that follows, and it shows in how cleanly you've separated the two.

A couple of practical things I've noticed other owners do to keep that front end from leaking — curious how you handle them. First, the voicemail greeting. When the phone can't go straight to a live person during a site visit, do you set the greeting to name a real response window (for example, "we get back to you by end of business today") so callers know they haven't vanished? Second, missed-call acknowledgement: is there a short "I just missed you, let me know the best time to hear from you" that goes out within the first 10–15 minutes, or does everything wait for the next business touch?

On the intake side itself, when a call lands in your funnel while you're on a job, do you run a brief intake checklist before routing (name, address, what's going on, is this an active leak or no heat, do they have a timeframe), and is that the same checklist whether the lead came from a form, a text, or the phone?

I also noticed you put call recordings into the quote. How are you capturing the same intake notes when the inquiry arrives as a text or a website form instead of a voice call — do those get the same intake template so nothing falls out between the funnel and Jobber?