Floor Action — Call Intake
Read the lines in the teal boxes to the caller.
🗣️ "Hello, thank you for calling Floor Action! Are you calling for our free estimate, or can I help you get in touch with someone?"
What is the caller calling about?
*
Free estimate (new project)
Question about an existing job
Vendor / supplier
Something else
🗣️ "Great — I'd be happy to get your free estimate set up. May I have your first and last name?"
Caller Info
First Name
*
Last Name
*
🗣️ "What's the best phone number to reach you at?"
Phone Number
*
🗣️ "And an email address, in case we need to send anything over? — it's optional."
Email (optional)
🗣️ "Are you the homeowner there, or the property manager?"
Title
*
🗣️ "And just so I note it correctly — how did you hear about Floor Action?"
Where did you hear about us?
Angi
Facebook
Google
Home Advisor
Instagram
Insurance
Internet Search
Referral
Trade Show
Website
🗣️ "Would it be okay if we send you text message or email updates about your estimate?"
Caller agreed to text messages
Caller agreed to emails
🗣️ "What's the address where the work would be done?"
(We only service New Jersey — if it's out of state, let them know we can't take the job.)
Project & Address
Street Address
*
⚠️ This address is outside New Jersey — we don't service this area. Let the caller know.
⚠️ That pick has no house number — ask the caller for it and add it to Street Address 2, or pick a more exact suggestion.
Street Address 2
City
*
Zip Code
*
🗣️ "Tell me a little about the project — what would you like done?"
Brief Description of Service Needed
*
🗣️ "Roughly how many square feet are we talking about? A ballpark is totally fine."
Approximate sq ft
*
🗣️ "Great — let's get your free estimate on the calendar right now. Here's what we have open."
Schedule the Estimate
Read the caller two or three of the open times below — nearest first. When they pick one, select it here. Don't promise a time that isn't listed.
Loading open times…
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🗓️ DATE
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🕐 TIME
🗣️ Once they pick a time, read it back: "Perfect — you're all set for that time. You'll get a confirmation by email."
🗣️ "Is there a best time of day to reach you, in case we need to call back?"
Wrap Up
Best time to call back
🗣️ "Is there anything else you'd like me to pass along to the team?"
Notes for the team
🗣️ "Thank you for calling Floor Action — have a great day!"
🗣️ "No problem — let me take down your information and I'll have the right person get back to you. May I have your name?"
Take a Message
Caller Name
*
🗣️ "What's the best phone number to reach you?"
Caller Phone
*
🗣️ "And who or what is this regarding?"
Message
*
Save