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History|-100d548c|entries.json
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History|-130d7fa2|entries.json
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},
{
"uid": "06e5374450034ca4a355a782ff59cf41",
"value": "Personal"
},
{
"uid": "33d8f572afdd4fffa9a040942066a524",
"value": "SPAM"
},
{
"uid": "aa560ede5ede46e989bbbe7c6a2ef160",
"value": "Outbound"
}
],
"child_nodes": {
"f47e08ad5b5047de8e3c0865a34b50b1": [
{
"uid": "749bf613bd3f46ddb8034cc7678c456b",
"type": "question",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "f47e08ad5b5047de8e3c0865a34b50b1",
"question_type": "text",
"question": "👩🏻‍💻 Required Script: How did you hear about us?",
"answer_type": "custom",
"answers": [
]
},
{
"uid": "d4aa82a216df4f868a1ee453103ac817",
"type": "question",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "f47e08ad5b5047de8e3c0865a34b50b1",
"question_type": "single-select",
"question": "REQUIRED SCRIPT : Is this your home, a business or property you manage?",
"answer_type": "custom",
"answers": [
{
"uid": "0c6ca0febccd42ee95f39ecf43ba33e8",
"value": "Home/Residential"
},
{
"uid": "0f78e20a4562465f865243f791190338",
"value": "Business/Commercial"
},
{
"uid": "797808d13d834548a7a175b915bdafbb",
"value": "Property manager"
},
{
"uid": "bebc68545d9c404096726c70fff292fb",
"value": "Home Warranty"
}
],
"child_nodes": {
"0f78e20a4562465f865243f791190338": [
{
"uid": "3079ab1948f24d6a9cf0237e5734bc76",
"type": "question",
"parent_id": "d4aa82a216df4f868a1ee453103ac817",
"parent_answer_id": "0f78e20a4562465f865243f791190338",
"question_type": "text",
"question": "Business Name",
"answer_type": "custom",
"answers": [
]
}
],
"797808d13d834548a7a175b915bdafbb": [
{
"uid": "d6c34c04c2ad4ad694b8c6656025c631",
"type": "question",
"parent_id": "d4aa82a216df4f868a1ee453103ac817",
"parent_answer_id": "797808d13d834548a7a175b915bdafbb",
"question_type": "text",
"question": "Business Name",
"answer_type": "custom",
"answers": [
]
}
],
"0c6ca0febccd42ee95f39ecf43ba33e8": [
{
"uid": "a4afa63216c34eb8a12f3eaf9ee1a577",
"type": "reminder",
"parent_id": "d4aa82a216df4f868a1ee453103ac817",
"parent_answer_id": "0c6ca0febccd42ee95f39ecf43ba33e8",
"title": "Pro Does/Doesn't Do",
"note": "[scripting for doesn't do]"
}
]
}
}
],
"b9d02c407c774d92b20a0f8acd5232f3": [
{
"uid": "7be60124c0974ed3ac669189111be70d",
"type": "question",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "b9d02c407c774d92b20a0f8acd5232f3",
"question_type": "single-select",
"question": "Call Reason",
"answer_type": "custom",
"answers": [
{
"uid": "f6d928243b33493990f86bc1b9178c8f",
"value": "Appointment Confirmation"
},
{
"uid": "4cb9ff5d27474ded918c6918dc443de1",
"value": "Approve Estimate + Schedule Job"
},
{
"uid": "4afeec8c240341529808b32cd660f68c",
"value": "Cancellation"
},
{
"uid": "2d798bd7a71b41299fc497f93cc3f443",
"value": "Create new Job/Estimate"
},
{
"uid": "6ff9d24b4fb5434daa9f51c7995ae817",
"value": "Customer Question"
},
{
"uid": "f823a269f94545e4a875451b4a30fd60",
"value": "Job/Estimate scope change"
},
{
"uid": "aed82c8416b347569ac51c8135bac888",
"value": "Reschedule"
},
{
"uid": "5cbfbbff88394c0f9377d696c275472a",
"value": "Resend Estimate"
}
],
"child_nodes": {
"f6d928243b33493990f86bc1b9178c8f": [
{
"uid": "a11983cbe78e4d7fade76892a93b0c92",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "f6d928243b33493990f86bc1b9178c8f",
"title": "⚙️ Process",
"note": "Lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to\n\nConfirm Appointment. "
}
],
"4cb9ff5d27474ded918c6918dc443de1": [
{
"uid": "8b2d6f87704b45bfb07bc57d8c497e68",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "4cb9ff5d27474ded918c6918dc443de1",
"title": "⚙️ Process",
"note": "\"1) Click on customers tab\n2) Search customer by phone, then address, then first and last name\n3) Click in to customer profile, look at Estimates tab for relevant Estimate\n4) Confirm email address and or cell number, update if needed\n5) Click on invoice, resend to customer via email or text\n6) Re-send to customer and ask them to approve via email or text\n7) If customer is unable approve or we receive pushback, we can approve on behalf of customer\n8) Click Copy Estimate to Job\n9) Schedule the job for the according to scheduling specifics\""
}
],
"4afeec8c240341529808b32cd660f68c": [
{
"uid": "640691bb36e24892819e7a0461e73e2f",
"type": "question",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "4afeec8c240341529808b32cd660f68c",
"question_type": "text",
"question": "👩🏻‍💻 REQUIRED SCRIPT :No Problem, Can I ask why you're looking to cancel?",
"answer_type": "custom",
"answers": [
],
"reminder": "📝 Note Template"
},
{
"uid": "36823f59463a45f69a3af7694af6ad92",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "4afeec8c240341529808b32cd660f68c",
"title": "⚙️ Process",
"note": "\"Lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to\n\nCancel Appointment. Include notes for cancellation in text to pro\""
}
],
"2d798bd7a71b41299fc497f93cc3f443": [
{
"uid": "d9acb2af14c9415db545769580620bf3",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "2d798bd7a71b41299fc497f93cc3f443",
"title": "⚙️ Process",
"note": "\"Lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to\n\nAdd Tags:\n1) Job/estimate tags -> HCP Assist\""
}
],
"6ff9d24b4fb5434daa9f51c7995ae817": [
{
"uid": "df6d62f0c89545c28c6523377eb046e3",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "6ff9d24b4fb5434daa9f51c7995ae817",
"title": "⚙️ Process",
"note": "If needed, lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to"
},
{
"uid": "ba5cf0a5f82a4fb3b2f55f02e33e5c9f",
"type": "question",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "6ff9d24b4fb5434daa9f51c7995ae817",
"question_type": "text",
"reminder": "📝 Note Template",
"question": "What is the customer's question? ",
"answer_type": "custom",
"answers": [
]
}
],
"f823a269f94545e4a875451b4a30fd60": [
{
"uid": "a00d2d88d90f4aa2bc47b68494e6693a",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "f823a269f94545e4a875451b4a30fd60",
"title": "⚙️ Process",
"note": "If needed, lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to.\n\nIf applicable, edit the details of the job/estimate"
},
{
"uid": "c6fa70b4ce5f48ce824c7f34e6adbdbe",
"type": "question",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "f823a269f94545e4a875451b4a30fd60",
"question_type": "text",
"reminder": "📝 Note Template \"[Scope was X, changed to Y in 15 words or less]\nLink:\"",
"question": "📝 What is the scope change?",
"answer_type": "custom",
"answers": [
]
}
],
"aed82c8416b347569ac51c8135bac888": [
{
"uid": "e47eb3d266d3473fbe794c29b4face63",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "aed82c8416b347569ac51c8135bac888",
"title": "⚙️ Process",
"note": "Lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to\n\nReschedule and confirm new appointment time and date."
},
{
"uid": "af57c572324f49e3b128e11ce762077c",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "aed82c8416b347569ac51c8135bac888",
"title": "👩🏻‍💻 Required Script",
"note": "No problem, when would you like to reschedule?"
},
{
"uid": "38958b26725e46c19d0d2752c7937b3c",
"type": "question",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "aed82c8416b347569ac51c8135bac888",
"question_type": "text",
"reminder": "📝 Note Template: \"[Reason for reschedule in 10 words or less]\nLink:\"",
"question": "What is the reason for reschedule?",
"answer_type": "custom",
"answers": [
]
}
],
"5cbfbbff88394c0f9377d696c275472a": [
{
"uid": "72acecf602c243cf9ce2947d1e88227f",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "5cbfbbff88394c0f9377d696c275472a",
"title": "⚙️ Process",
"note": "1) Click on customers search bar on top left \n2) Search customer by Lookup customer by phone, then address, then first and last name\n3) Click in to customer, look at Estimates tab\n4) Confirm email address and or cell number, update if needed\n5) Click on invoice, resend to customer via email or text"
}
]
}
}
],
"aa560ede5ede46e989bbbe7c6a2ef160": [
{
"uid": "c5125a2000704bb29ce914592c3c8bb8",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "aa560ede5ede46e989bbbe7c6a2ef160",
"title": "⚙️ Process",
"note": "first update your outbound call masking to \"________ - Out\""
},
{
"uid": "8972c292901b435f97d59e8480828030",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "aa560ede5ede46e989bbbe7c6a2ef160",
"title": "👩🏻‍💻 Required Script",
"note": "\"Hello, this is ____ from ______ on a recorded line.\""
}
],
"06e5374450034ca4a355a782ff59cf41": [
{
"uid": "ad00ecc88dd848dab58990bc057f1e4a",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "06e5374450034ca4a355a782ff59cf41",
"title": "👩🏻‍💻 Required Script",
"note": "\"They are in the field at the moment, how can I assist you?\""
},
{
"uid": "cfa933ff583e4197a42d3c4024cdd922",
"type": "question",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "06e5374450034ca4a355a782ff59cf41",
"question_type": "single-select",
"question": "Is customer insistent that only the owner can help them?",
"answer_type": "custom",
"answers": [
{
"uid": "88a68fe8c07c4e3d811831ff415c00a2",
"value": "Yes, customer only wants to talk to owner"
},
{
"uid": "42e7d2c2c89746748413736fd86925be",
"value": "No, we are able to help with their request"
}
],
"child_nodes": {
"88a68fe8c07c4e3d811831ff415c00a2": [
{
"uid": "fadd2b931b564bf0a1afdcd2a8250f89",
"type": "question",
"parent_id": "cfa933ff583e4197a42d3c4024cdd922",
"parent_answer_id": "88a68fe8c07c4e3d811831ff415c00a2",
"question_type": "text",
"reminder": "📝 Note Template : Message to pro in 15 words or less",
"question": "👩🏻‍💻 REQUIRED SCRIPT Can I take a message?",
"answer_type": "custom",
"answers": [
]
}
],
"42e7d2c2c89746748413736fd86925be": [
{
"uid": "5a43210a8f164043ad6c1b81bc973510",
"type": "reminder",
"parent_id": "cfa933ff583e4197a42d3c4024cdd922",
"parent_answer_id": "42e7d2c2c89746748413736fd86925be",
"title": "⚙️ PROCESS",
"note": "Proceed to next step"
}
]
}
}
],
"c5adb498cb754054b4817dc92c8fac32": [
{
"uid": "dd1d425dc1e24d7da5150fcfcc8c4c0c",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "c5adb498cb754054b4817dc92c8fac32",
"title": "⚙️ Process",
"note": "Inform management of pro request and ask if call should be marked as non-billable. Don't mark non-billable until approved. "
}
],
"37b2e21640e24a7dbdbc2fbc8e3c44a2": [
{
"uid": "153f4aff570d4080ad807274a95198f5",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "37b2e21640e24a7dbdbc2fbc8e3c44a2",
"title": "👩🏻‍💻 Required Script",
"note": "\"They are in the field at the moment, how can I assist you?\""
},
{
"uid": "15b4370b5fd743b78b75b6165c698cee",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "37b2e21640e24a7dbdbc2fbc8e3c44a2",
"title": "⚙️ Process",
"note": "If caller asks again for owner, take a message"
},
{
"uid": "7c114ca7fd7944169266d2b9177687e1",
"type": "question",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "37b2e21640e24a7dbdbc2fbc8e3c44a2",
"question_type": "text",
"reminder": "📝 Note Template \"[Message to pro in 15 words or less]\nLink:\"",
"question": "Can I take a message?",
"answer_type": "custom",
"answers": [
]
}
],
"33d8f572afdd4fffa9a040942066a524": [
{
"uid": "72b20484a7e54a83950fd5879a4c5eb6",
"type": "question",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "33d8f572afdd4fffa9a040942066a524",
"question_type": "single-select",
"question": "SPAM Type",
"answer_type": "custom",
"answers": [
{
"uid": "745186e4a67c4435bf48cee395beb7fb",
"value": "Silent Call"
},
{
"uid": "83c039c6f40d4081a9007e883f167b88",
"value": "Automated"
},
{
"uid": "79fb5ee441424b35a1b6d989742e50ce",
"value": "Human"
},
{
"uid": "92b7f04ddfa24e5e9ba4f0e96cf4db45",
"value": "Unknown"
}
],
"child_nodes": {
"745186e4a67c4435bf48cee395beb7fb": [
{
"uid": "396ec1a63d0441f9ae682914b06d1a88",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "745186e4a67c4435bf48cee395beb7fb",
"title": "⚙️ Process",
"note": "Wait 5 seconds, then state the script."
},
{
"uid": "6891a9ccd6fd4fd5bfe049a5dc1cb785",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "745186e4a67c4435bf48cee395beb7fb",
"title": "👩🏻‍💻 Required Script",
"note": "\"Unfortunately there is no audio coming through on my end. Please give us a call back.\""
},
{
"uid": "92dffa754b8140689e7042066906aa38",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "745186e4a67c4435bf48cee395beb7fb",
"title": "📝 Note Template [ Copy paste into Private Notes]",
"note": "Silent call, asked customer to call back"
}
],
"83c039c6f40d4081a9007e883f167b88": [
{
"uid": "44bb4d660bc5475797a11a2fff96e25a",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "83c039c6f40d4081a9007e883f167b88",
"title": "⚙️ Process",
"note": "Unsubscribe if possible, then hang up"
},
{
"uid": "0ddff0f49e224fbab0b1e1e26e8a0c61",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "83c039c6f40d4081a9007e883f167b88",
"title": "📝 Note Template",
"note": "[Leave Blank]"
}
],
"79fb5ee441424b35a1b6d989742e50ce": [
{
"uid": "18079bc25a204ae8a42fcdea7d73c988",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "79fb5ee441424b35a1b6d989742e50ce",
"title": "⚙️ Process",
"note": "remove us from their calling list."
},
{
"uid": "97a81d9c0af54ab08b4a91766c6a38a9",
"type": "question",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "79fb5ee441424b35a1b6d989742e50ce",
"question_type": "single-select",
"question": " Were we able to unsubscribe ?",
"answer_type": "custom",
"answers": [
{
"uid": "9e00255fb9f84586a9723ef7b8ea3689",
"value": "Yes, we unsubscribed"
},
{
"uid": "3796fe14cfb140288c2af7a797665713",
"value": "No. we didn't get opportunity to unsubscribe"
}
],
"reminder": "📝 Note Template"
}
],
"92b7f04ddfa24e5e9ba4f0e96cf4db45": [
{
"uid": "2f0215138c3d4195b870d2ff8fcccc47",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "92b7f04ddfa24e5e9ba4f0e96cf4db45",
"title": "👩🏻‍💻 Required Script",
"note": "Wait 5 seconds, then state \"Unfortunately there is no audio coming through on my end. Please call us back, thank you.\""
},
{
"uid": "32d54c209dcb42fe8c45798e5b87ee23",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "92b7f04ddfa24e5e9ba4f0e96cf4db45",
"title": "⚙️ Process",
"note": "Lookup number in Pro's admin to see if it matches a customer, indicate that in the post-call notification to the Pro. "
}
]
}
}
],
"e42ad90593cb4a7f8e415ea4091833de": [
{
"uid": "4b40d152a7e34a3daf3362e071f62110",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "e42ad90593cb4a7f8e415ea4091833de",
"title": "⚙️ Process",
"note": "Approved Vendors: Housecall Pro, ____________\nNon-Approved Vendors: ______________ \n\nIf on Non-Approved Vendors list, mark as spam and request to unsubscribe"
},
{
"uid": "08ca0032275241548a9ec95fe3e1845f",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "e42ad90593cb4a7f8e415ea4091833de",
"title": "👩🏻‍💻 Required Script",
"note": "\"They are in the field at the moment, how can I assist you?\""
},
{
"uid": "ba57eadbb73245c5bf8861df439b936b",
"type": "question",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "e42ad90593cb4a7f8e415ea4091833de",
"question_type": "text",
"reminder": "📝 Note Template [Message to pro in 15 words or less]",
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},
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{
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{
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{
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},
{
"uid": "2c234e92c1484acfb7c496ab8d55a72a",
"value": "Call Disconnected - HUMAN SPAM"
},
{
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"value": "Call Disconnected - Silent Call"
},
{
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{
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{
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},
{
"uid": "b3c60e7e3fa6476b8318f2f89a136b82",
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{
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{
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{
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},
{
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},
{
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{
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"value": "Price given over phone"
},
{
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"value": "Requested Opt Out"
},
{
"uid": "59c6bfe7d4eb4cec8c6877af0cea8afb",
"value": "Requesting Sooner Scheduling Date"
},
{
"uid": "6ce2c31215e64244b00abb3b4aec335f",
"value": "Responded to Inquiry"
},
{
"uid": "4e18593ba72540548d6a2e1b04e3cffb",
"value": "Reviewing Information"
},
{
"uid": "530edd769bee4eb988d5ec49bf0c38e4",
"value": "Signed Up"
},
{
"uid": "3c6bd9a6d93540a28582df5ac37fe397",
"value": "Unscheduled Estimate Created"
},
{
"uid": "45d970b743ce4a6eac9c6c32cef3b915",
"value": "Unscheduled Job Created"
}
],
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"parent_answer_id": "4f92ae91e7d94d37850e5d5d428b9d2f",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
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}
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"note": " \"[Reason for cancel in 10 words or less]\nLink:\""
}
],
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"title": "📝 Note Template",
"note": " \"[Reason for reschedule in 10 words or less]\nLink:\""
}
],
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{
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"type": "reminder",
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}
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{
"uid": "771b36bb377a4439a951fd9f5d82bab3",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
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"title": "📝 Note Template",
"note": " \"[Scope was X, changed to Y in 15 words or less]\nLink:\""
}
],
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{
"uid": "76c679b26f3c4f47970c15458d0810fc",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "6ead9acbd1934fccb392b3415567451e",
"title": "📝 Note Template",
"note": " \"[Message to pro in 15 words or less]\nLink:\""
}
],
"87f5a7371da244c6b064b574bcab75c4": [
{
"uid": "d5be1908385949c8996fa622f798d39a",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "87f5a7371da244c6b064b574bcab75c4",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
}
],
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{
"uid": "52ba27a7ed424c3596f447d3df5f385e",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "09eac8f4df1744f1b7fa742a2cd66715",
"title": "📝 Note Template",
"note": " \"[Zip code or city where customer lives, indication that this zip or city is not in the Pro's service area]\nLink: \""
}
],
"a93c97559542486a80c3f7fa32098840": [
{
"uid": "c8cf5b8359a4471881fdfc4bd7b94410",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "a93c97559542486a80c3f7fa32098840",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
}
],
"cb47dbaa864545b6854a291999f4a352": [
{
"uid": "e2c3a744fd504d68b09572935261c455",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "cb47dbaa864545b6854a291999f4a352",
"title": "📝 Note Template",
"note": " \"[Actual price quoted + price that customer was looking for + brief description of problem in 25 words or less]\nLink:\""
}
],
"3fab45a909844ffc812c4f4607bd6cc4": [
{
"uid": "73dd4c09564a47f9950b185b77a08669",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "3fab45a909844ffc812c4f4607bd6cc4",
"title": "📝 Note Template",
"note": "[Avoid this call result selection - Double check the available call results to make sure that other is the best choice] "
}
],
"8f0f3b92fb1144d0884c6e4b920cd3e4": [
{
"uid": "32c975a0d2c147028e4c4d12c98baf60",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "8f0f3b92fb1144d0884c6e4b920cd3e4",
"title": "📝 Note Template",
"note": " \"[Brief description of problem and location of problem, indication that this service is not something the Pro does, in 20 words or less] \nLink:\""
}
],
"3afb6c211e974312aeff144cafb1385e": [
{
"uid": "66e9ac1912e14257a3c951f0c1edaf0a",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "3afb6c211e974312aeff144cafb1385e",
"title": "📝 Note Template",
"note": " \"[Actual price quoted + brief description of problem in 20 words or less]\nLink:\""
}
],
"0a13e717d5774233982dc034ce35467b": [
{
"uid": "372b32724518406aaa5497f1f7920693",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "0a13e717d5774233982dc034ce35467b",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only - called customer and they requested to opt out]"
}
],
"59c6bfe7d4eb4cec8c6877af0cea8afb": [
{
"uid": "7ad0e549a5c0471890b396c76c6ef83d",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "59c6bfe7d4eb4cec8c6877af0cea8afb",
"title": "📝 Note Template",
"note": " \"[Brief description of problem and location of problem in 15 words or less, plus schedule date customer is requesting] \nLink:\""
}
],
"6ce2c31215e64244b00abb3b4aec335f": [
{
"uid": "6a1bf6fd93644f29bd3b0ae791c25056",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "6ce2c31215e64244b00abb3b4aec335f",
"title": "📝 Note Template",
"note": " \"[What was the inquiry and what was our response in 15 words or less]\nLink:\""
}
],
"4e18593ba72540548d6a2e1b04e3cffb": [
{
"uid": "3b47e6c10cb24c5eb7f83d93d5f3d9dd",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "4e18593ba72540548d6a2e1b04e3cffb",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
}
],
"530edd769bee4eb988d5ec49bf0c38e4": [
{
"uid": "b2422c7b701d4f68a188d9eb0f97bafd",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "530edd769bee4eb988d5ec49bf0c38e4",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
}
],
"3c6bd9a6d93540a28582df5ac37fe397": [
{
"uid": "42a5d31858404f268b628228d8b52f1a",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "3c6bd9a6d93540a28582df5ac37fe397",
"title": "📝 Note Template",
"note": " \"[Brief description of problem and location of problem in 15 words or less, send as action required]\nLink:\""
}
],
"45d970b743ce4a6eac9c6c32cef3b915": [
{
"uid": "8fa0ac8ae74d403e9d76367df0d305ce",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "45d970b743ce4a6eac9c6c32cef3b915",
"title": "📝 Note Template",
"note": " \"[Brief description of problem and location of problem in 15 words or less, send as action required]\nLink:\""
}
]
}
},
{
"uid": "517c3f080912429182fa82005b2e7b27",
"type": "question",
"question_type": "single-select",
"reminder": "Pick a call reason and Save As Call Notes",
"question": "** POST CALL: Call Reason [ Required field to disposition call]",
"answer_type": "custom",
"answers": [
{
"uid": "6f7c2ee67cf84b6ab6a126d3be1e232d",
"value": "Appointment Confirmation"
},
{
"uid": "07876233ef244c01a8d502561773a3ec",
"value": "Asking to Schedule"
},
{
"uid": "438ae4721ed54a9a84aefe2d0ca414ca",
"value": "Billing Inquiry"
},
{
"uid": "3ed8e2b96e7740218dbe52cc3e920333",
"value": "Cancellation Request"
},
{
"uid": "ae0085e7a38f457885ba6ce4f4d3b954",
"value": "Existing Job/Estimate Inquiry"
},
{
"uid": "100454140d164079b73be09980d4c274",
"value": "General Inquiry"
},
{
"uid": "7adf8dbc9b7b49bb8b5319309e669365",
"value": "Job Scope Changed"
},
{
"uid": "9a64f8f43d304a2e8056e6691e9ddf0f",
"value": "Message for Pro"
},
{
"uid": "7ed1ccbc9c534f7baf1d555dcc4f5f18",
"value": "Price Shopping"
},
{
"uid": "47452cb4539445248ea81464d7cd497c",
"value": "Requesting Sooner Scheduling Date"
},
{
"uid": "f2ce1fed19a44827a562781958ae9274",
"value": "Reschedule Request"
},
{
"uid": "3d057a6c7c514d0fb902b27aa973d7bd",
"value": "Wrong Number"
}
]
}
]
}
Raw
History|-32ccad86|entries.json
{"version":1,"resource":"file:///Users/kevinenglish/Projects/housecall-web/app/components/hcp_assist/support/fixtures/generic-2022-06-08_06-33-45.json","entries":[{"id":"MiNa.json","timestamp":1654882053616},{"id":"040s.json","timestamp":1654882107899}]}
Raw
History|-32ccad86|MiNa.json
{
"request_guide_nodes": [
{
"uid": "d86dc7bf08d4429fbe7ad0f320661ff5",
"type": "question",
"question_type": "single-select",
"question": "**Call Type",
"answer_type": "custom",
"answers": [
{
"uid": "f47e08ad5b5047de8e3c0865a34b50b1",
"value": "New Customer"
},
{
"uid": "b9d02c407c774d92b20a0f8acd5232f3",
"value": "Existing Customer"
},
{
"uid": "c5adb498cb754054b4817dc92c8fac32",
"value": "Pro"
},
{
"uid": "e42ad90593cb4a7f8e415ea4091833de",
"value": "Vendor"
},
{
"uid": "37b2e21640e24a7dbdbc2fbc8e3c44a2",
"value": "Employee"
},
{
"uid": "06e5374450034ca4a355a782ff59cf41",
"value": "Personal"
},
{
"uid": "33d8f572afdd4fffa9a040942066a524",
"value": "SPAM"
},
{
"uid": "aa560ede5ede46e989bbbe7c6a2ef160",
"value": "Outbound"
}
],
"child_nodes": {
"f47e08ad5b5047de8e3c0865a34b50b1": [
{
"uid": "749bf613bd3f46ddb8034cc7678c456b",
"type": "question",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "f47e08ad5b5047de8e3c0865a34b50b1",
"question_type": "text",
"question": "👩🏻‍💻 Required Script: How did you hear about us?",
"answer_type": "custom",
"answers": [
]
},
{
"uid": "d4aa82a216df4f868a1ee453103ac817",
"type": "question",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "f47e08ad5b5047de8e3c0865a34b50b1",
"question_type": "single-select",
"question": "REQUIRED SCRIPT : Is this your home, a business or property you manage?",
"answer_type": "custom",
"answers": [
{
"uid": "0c6ca0febccd42ee95f39ecf43ba33e8",
"value": "Home/Residential"
},
{
"uid": "0f78e20a4562465f865243f791190338",
"value": "Business/Commercial"
},
{
"uid": "797808d13d834548a7a175b915bdafbb",
"value": "Property manager"
},
{
"uid": "bebc68545d9c404096726c70fff292fb",
"value": "Home Warranty"
}
],
"child_nodes": {
"0f78e20a4562465f865243f791190338": [
{
"uid": "3079ab1948f24d6a9cf0237e5734bc76",
"type": "question",
"parent_id": "d4aa82a216df4f868a1ee453103ac817",
"parent_answer_id": "0f78e20a4562465f865243f791190338",
"question_type": "text",
"question": "Business Name",
"answer_type": "custom",
"answers": [
]
}
],
"797808d13d834548a7a175b915bdafbb": [
{
"uid": "d6c34c04c2ad4ad694b8c6656025c631",
"type": "question",
"parent_id": "d4aa82a216df4f868a1ee453103ac817",
"parent_answer_id": "797808d13d834548a7a175b915bdafbb",
"question_type": "text",
"question": "Business Name",
"answer_type": "custom",
"answers": [
]
}
],
"0c6ca0febccd42ee95f39ecf43ba33e8": [
{
"uid": "a4afa63216c34eb8a12f3eaf9ee1a577",
"type": "reminder",
"parent_id": "d4aa82a216df4f868a1ee453103ac817",
"parent_answer_id": "0c6ca0febccd42ee95f39ecf43ba33e8",
"title": "Pro Does/Doesn't Do",
"note": "[scripting for doesn't do]"
}
]
}
}
],
"b9d02c407c774d92b20a0f8acd5232f3": [
{
"uid": "7be60124c0974ed3ac669189111be70d",
"type": "question",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "b9d02c407c774d92b20a0f8acd5232f3",
"question_type": "single-select",
"question": "Call Reason",
"answer_type": "custom",
"answers": [
{
"uid": "f6d928243b33493990f86bc1b9178c8f",
"value": "Appointment Confirmation"
},
{
"uid": "4cb9ff5d27474ded918c6918dc443de1",
"value": "Approve Estimate + Schedule Job"
},
{
"uid": "4afeec8c240341529808b32cd660f68c",
"value": "Cancellation"
},
{
"uid": "2d798bd7a71b41299fc497f93cc3f443",
"value": "Create new Job/Estimate"
},
{
"uid": "6ff9d24b4fb5434daa9f51c7995ae817",
"value": "Customer Question"
},
{
"uid": "f823a269f94545e4a875451b4a30fd60",
"value": "Job/Estimate scope change"
},
{
"uid": "aed82c8416b347569ac51c8135bac888",
"value": "Reschedule"
},
{
"uid": "5cbfbbff88394c0f9377d696c275472a",
"value": "Resend Estimate"
}
],
"child_nodes": {
"f6d928243b33493990f86bc1b9178c8f": [
{
"uid": "a11983cbe78e4d7fade76892a93b0c92",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "f6d928243b33493990f86bc1b9178c8f",
"title": "⚙️ Process",
"note": "Lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to\n\nConfirm Appointment. "
}
],
"4cb9ff5d27474ded918c6918dc443de1": [
{
"uid": "8b2d6f87704b45bfb07bc57d8c497e68",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "4cb9ff5d27474ded918c6918dc443de1",
"title": "⚙️ Process",
"note": "\"1) Click on customers tab\n2) Search customer by phone, then address, then first and last name\n3) Click in to customer profile, look at Estimates tab for relevant Estimate\n4) Confirm email address and or cell number, update if needed\n5) Click on invoice, resend to customer via email or text\n6) Re-send to customer and ask them to approve via email or text\n7) If customer is unable approve or we receive pushback, we can approve on behalf of customer\n8) Click Copy Estimate to Job\n9) Schedule the job for the according to scheduling specifics\""
}
],
"4afeec8c240341529808b32cd660f68c": [
{
"uid": "640691bb36e24892819e7a0461e73e2f",
"type": "question",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "4afeec8c240341529808b32cd660f68c",
"question_type": "text",
"question": "👩🏻‍💻 REQUIRED SCRIPT :No Problem, Can I ask why you're looking to cancel?",
"answer_type": "custom",
"answers": [
],
"reminder": "📝 Note Template"
},
{
"uid": "36823f59463a45f69a3af7694af6ad92",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "4afeec8c240341529808b32cd660f68c",
"title": "⚙️ Process",
"note": "\"Lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to\n\nCancel Appointment. Include notes for cancellation in text to pro\""
}
],
"2d798bd7a71b41299fc497f93cc3f443": [
{
"uid": "d9acb2af14c9415db545769580620bf3",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "2d798bd7a71b41299fc497f93cc3f443",
"title": "⚙️ Process",
"note": "\"Lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to\n\nAdd Tags:\n1) Job/estimate tags -> HCP Assist\""
}
],
"6ff9d24b4fb5434daa9f51c7995ae817": [
{
"uid": "df6d62f0c89545c28c6523377eb046e3",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "6ff9d24b4fb5434daa9f51c7995ae817",
"title": "⚙️ Process",
"note": "If needed, lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to"
},
{
"uid": "ba5cf0a5f82a4fb3b2f55f02e33e5c9f",
"type": "question",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "6ff9d24b4fb5434daa9f51c7995ae817",
"question_type": "text",
"reminder": "📝 Note Template",
"question": "What is the customer's question? ",
"answer_type": "custom",
"answers": [
]
}
],
"f823a269f94545e4a875451b4a30fd60": [
{
"uid": "a00d2d88d90f4aa2bc47b68494e6693a",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "f823a269f94545e4a875451b4a30fd60",
"title": "⚙️ Process",
"note": "If needed, lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to.\n\nIf applicable, edit the details of the job/estimate"
},
{
"uid": "c6fa70b4ce5f48ce824c7f34e6adbdbe",
"type": "question",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "f823a269f94545e4a875451b4a30fd60",
"question_type": "text",
"reminder": "📝 Note Template \"[Scope was X, changed to Y in 15 words or less]\nLink:\"",
"question": "📝 What is the scope change?",
"answer_type": "custom",
"answers": [
]
}
],
"aed82c8416b347569ac51c8135bac888": [
{
"uid": "e47eb3d266d3473fbe794c29b4face63",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "aed82c8416b347569ac51c8135bac888",
"title": "⚙️ Process",
"note": "Lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to\n\nReschedule and confirm new appointment time and date."
},
{
"uid": "af57c572324f49e3b128e11ce762077c",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "aed82c8416b347569ac51c8135bac888",
"title": "👩🏻‍💻 Required Script",
"note": "No problem, when would you like to reschedule?"
},
{
"uid": "38958b26725e46c19d0d2752c7937b3c",
"type": "question",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "aed82c8416b347569ac51c8135bac888",
"question_type": "text",
"reminder": "📝 Note Template: \"[Reason for reschedule in 10 words or less]\nLink:\"",
"question": "What is the reason for reschedule?",
"answer_type": "custom",
"answers": [
]
}
],
"5cbfbbff88394c0f9377d696c275472a": [
{
"uid": "72acecf602c243cf9ce2947d1e88227f",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "5cbfbbff88394c0f9377d696c275472a",
"title": "⚙️ Process",
"note": "1) Click on customers search bar on top left \n2) Search customer by Lookup customer by phone, then address, then first and last name\n3) Click in to customer, look at Estimates tab\n4) Confirm email address and or cell number, update if needed\n5) Click on invoice, resend to customer via email or text"
}
]
}
}
],
"aa560ede5ede46e989bbbe7c6a2ef160": [
{
"uid": "c5125a2000704bb29ce914592c3c8bb8",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "aa560ede5ede46e989bbbe7c6a2ef160",
"title": "⚙️ Process",
"note": "first update your outbound call masking to \"________ - Out\""
},
{
"uid": "8972c292901b435f97d59e8480828030",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "aa560ede5ede46e989bbbe7c6a2ef160",
"title": "👩🏻‍💻 Required Script",
"note": "\"Hello, this is ____ from ______ on a recorded line.\""
}
],
"06e5374450034ca4a355a782ff59cf41": [
{
"uid": "ad00ecc88dd848dab58990bc057f1e4a",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "06e5374450034ca4a355a782ff59cf41",
"title": "👩🏻‍💻 Required Script",
"note": "\"They are in the field at the moment, how can I assist you?\""
},
{
"uid": "cfa933ff583e4197a42d3c4024cdd922",
"type": "question",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "06e5374450034ca4a355a782ff59cf41",
"question_type": "single-select",
"question": "Is customer insistent that only the owner can help them?",
"answer_type": "custom",
"answers": [
{
"uid": "88a68fe8c07c4e3d811831ff415c00a2",
"value": "Yes, customer only wants to talk to owner"
},
{
"uid": "42e7d2c2c89746748413736fd86925be",
"value": "No, we are able to help with their request"
}
],
"child_nodes": {
"88a68fe8c07c4e3d811831ff415c00a2": [
{
"uid": "fadd2b931b564bf0a1afdcd2a8250f89",
"type": "question",
"parent_id": "cfa933ff583e4197a42d3c4024cdd922",
"parent_answer_id": "88a68fe8c07c4e3d811831ff415c00a2",
"question_type": "text",
"reminder": "📝 Note Template : Message to pro in 15 words or less",
"question": "👩🏻‍💻 REQUIRED SCRIPT Can I take a message?",
"answer_type": "custom",
"answers": [
]
}
],
"42e7d2c2c89746748413736fd86925be": [
{
"uid": "5a43210a8f164043ad6c1b81bc973510",
"type": "reminder",
"parent_id": "cfa933ff583e4197a42d3c4024cdd922",
"parent_answer_id": "42e7d2c2c89746748413736fd86925be",
"title": "⚙️ PROCESS",
"note": "Proceed to next step"
}
]
}
}
],
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{
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"title": "⚙️ Process",
"note": "Inform management of pro request and ask if call should be marked as non-billable. Don't mark non-billable until approved. "
}
],
"37b2e21640e24a7dbdbc2fbc8e3c44a2": [
{
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"note": "\"They are in the field at the moment, how can I assist you?\""
},
{
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"type": "reminder",
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"note": "If caller asks again for owner, take a message"
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{
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"reminder": "📝 Note Template \"[Message to pro in 15 words or less]\nLink:\"",
"question": "Can I take a message?",
"answer_type": "custom",
"answers": [
]
}
],
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{
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"parent_answer_id": "33d8f572afdd4fffa9a040942066a524",
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"question": "SPAM Type",
"answer_type": "custom",
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{
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"value": "Silent Call"
},
{
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"value": "Automated"
},
{
"uid": "79fb5ee441424b35a1b6d989742e50ce",
"value": "Human"
},
{
"uid": "92b7f04ddfa24e5e9ba4f0e96cf4db45",
"value": "Unknown"
}
],
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{
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{
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"note": "\"Unfortunately there is no audio coming through on my end. Please give us a call back.\""
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{
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"title": "📝 Note Template [ Copy paste into Private Notes]",
"note": "Silent call, asked customer to call back"
}
],
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{
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"type": "reminder",
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"parent_answer_id": "83c039c6f40d4081a9007e883f167b88",
"title": "⚙️ Process",
"note": "Unsubscribe if possible, then hang up"
},
{
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"parent_answer_id": "83c039c6f40d4081a9007e883f167b88",
"title": "📝 Note Template",
"note": "[Leave Blank]"
}
],
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{
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"type": "reminder",
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"parent_answer_id": "79fb5ee441424b35a1b6d989742e50ce",
"title": "⚙️ Process",
"note": "remove us from their calling list."
},
{
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"type": "question",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "79fb5ee441424b35a1b6d989742e50ce",
"question_type": "single-select",
"question": " Were we able to unsubscribe ?",
"answer_type": "custom",
"answers": [
{
"uid": "9e00255fb9f84586a9723ef7b8ea3689",
"value": "Yes, we unsubscribed"
},
{
"uid": "3796fe14cfb140288c2af7a797665713",
"value": "No. we didn't get opportunity to unsubscribe"
}
],
"reminder": "📝 Note Template"
}
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"title": "👩🏻‍💻 Required Script",
"note": "Wait 5 seconds, then state \"Unfortunately there is no audio coming through on my end. Please call us back, thank you.\""
},
{
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"type": "reminder",
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"title": "⚙️ Process",
"note": "Lookup number in Pro's admin to see if it matches a customer, indicate that in the post-call notification to the Pro. "
}
]
}
}
],
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{
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"parent_answer_id": "e42ad90593cb4a7f8e415ea4091833de",
"title": "⚙️ Process",
"note": "Approved Vendors: Housecall Pro, ____________\nNon-Approved Vendors: ______________ \n\nIf on Non-Approved Vendors list, mark as spam and request to unsubscribe"
},
{
"uid": "08ca0032275241548a9ec95fe3e1845f",
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"note": "\"They are in the field at the moment, how can I assist you?\""
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"question": "Can I take a message?",
"answer_type": "custom",
"answers": [
]
},
{
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"question": "Vendor Name",
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"answers": [
]
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}
},
{
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"type": "reminder",
"title": "⚙️ Complete Customer Intake",
"note": "<----- Jump over and update contact section"
},
{
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"type": "question",
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"question": "Is the home owner in service area?",
"answer_type": "custom",
"answers": [
{
"uid": "705cc868e8f8464db0a191f291b5b8f1",
"value": "Yes"
},
{
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"value": "No"
}
],
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"question": "What was the zipcode/City name?",
"answer_type": "custom",
"answers": [
]
},
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"title": "👩🏻‍💻 Required Script",
"note": "Unfortunately we aren't able to service that area at this time. Thank you for calling _______, have a great day."
}
]
}
},
{
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"answer_type": "custom",
"label": 'industry',
"answers": [
{
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"value": "TEMPLATE_INDUSTRY"
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],
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{
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{
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"value": "Service Agreement"
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"note": "Yes/No"
},
{
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"parent_id": "6fe85529fdb54ceba2ae10027487e34a",
"parent_answer_id": "4f41265d372d42bc88af7538bfebaa0e",
"title": "👩🏻‍💻 Required Script [Use only if Pro does not service this customer Type]",
"note": "Unfortunately we do not service this customer type at this time."
},
{
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"type": "question",
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"question": "What is the primary service ?",
"answer_type": "custom",
"answers": [
{
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"value": "First Primary Service"
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],
"child_nodes": {
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"parent_answer_id": "c0388eb6644b4a748f0e87318add11b6",
"question_type": "single-select",
"question": "👩🏻‍💻 Required Script: Can you tell me more about the issue you are having with________?",
"answer_type": "custom",
"answers": [
{
"uid": "597a1dd8ffb4490a8275d21d0eafce52",
"value": "First Issue Type"
}
],
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{
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"parent_id": "a81e106f103c4cd8a5b431525378004c",
"parent_answer_id": "597a1dd8ffb4490a8275d21d0eafce52",
"title": "ℹ️ Does the Pro do this type of service?",
"note": "Yes/No"
},
{
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"type": "reminder",
"parent_id": "a81e106f103c4cd8a5b431525378004c",
"parent_answer_id": "597a1dd8ffb4490a8275d21d0eafce52",
"title": "👩🏻‍💻 Required Script",
"note": "We can definitely help you with that/Unfortunately we don't provide that service at this time, but we do provide a number of other services such as _____."
},
{
"uid": "25de15db8b344313b0aa0fb0b525dfca",
"type": "question",
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"parent_answer_id": "597a1dd8ffb4490a8275d21d0eafce52",
"question_type": "text",
"reminder": "Type in customer response",
"question": "Troubleshooting question #1",
"answer_type": "custom",
"answers": [
]
},
{
"uid": "358862ff19d6474bb744bc05596098d6",
"type": "question",
"parent_id": "a81e106f103c4cd8a5b431525378004c",
"parent_answer_id": "597a1dd8ffb4490a8275d21d0eafce52",
"question_type": "text",
"reminder": "Type in customer response",
"question": "Troubleshooting question #2",
"answer_type": "custom",
"answers": [
]
},
{
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"type": "reminder",
"parent_id": "a81e106f103c4cd8a5b431525378004c",
"parent_answer_id": "597a1dd8ffb4490a8275d21d0eafce52",
"title": "🤔 FAQ #1",
"note": " "
},
{
"uid": "e5d386658b204dfd897fbea863689135",
"type": "reminder",
"parent_id": "a81e106f103c4cd8a5b431525378004c",
"parent_answer_id": "597a1dd8ffb4490a8275d21d0eafce52",
"title": "🤔 FAQ #2",
"note": " "
},
{
"uid": "73dcbc1a9d36462f81417f6f36dcc93e",
"type": "question",
"parent_id": "a81e106f103c4cd8a5b431525378004c",
"parent_answer_id": "597a1dd8ffb4490a8275d21d0eafce52",
"question_type": "single-select",
"question": " 👩🏻‍💻 Required Script: When are you looking to get on the schedule?",
"answer_type": "custom",
"answers": [
{
"uid": "ecdeadbb8f3342b6a983a5c5217a13be",
"value": "Business Hours"
},
{
"uid": "f4ca918e517947e4b4d04be5f6d90804",
"value": "After Hours"
}
],
"child_nodes": {
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{
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"parent_id": "73dcbc1a9d36462f81417f6f36dcc93e",
"parent_answer_id": "ecdeadbb8f3342b6a983a5c5217a13be",
"title": "⚙️ Line Item [ Use this line item from Price book]",
"note": " "
},
{
"uid": "675a6d032fa14a40b34e67c8d0a934ec",
"type": "reminder",
"parent_id": "73dcbc1a9d36462f81417f6f36dcc93e",
"parent_answer_id": "ecdeadbb8f3342b6a983a5c5217a13be",
"title": "📆 What to schedule?",
"note": " "
},
{
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"type": "reminder",
"parent_id": "73dcbc1a9d36462f81417f6f36dcc93e",
"parent_answer_id": "ecdeadbb8f3342b6a983a5c5217a13be",
"title": "📆 How long to schedule?",
"note": " "
}
],
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{
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"parent_answer_id": "f4ca918e517947e4b4d04be5f6d90804",
"title": "⚙️ Line Item [ Use this line item from Price book]",
"note": " "
},
{
"uid": "447f04a5e9694627b6588aae709caf1c",
"type": "reminder",
"parent_id": "73dcbc1a9d36462f81417f6f36dcc93e",
"parent_answer_id": "f4ca918e517947e4b4d04be5f6d90804",
"title": "📆 What to schedule?",
"note": " "
},
{
"uid": "9bf31f01f24c4899bba25452fd624536",
"type": "reminder",
"parent_id": "73dcbc1a9d36462f81417f6f36dcc93e",
"parent_answer_id": "f4ca918e517947e4b4d04be5f6d90804",
"title": "📆 How long to schedule?",
"note": " "
}
]
}
}
]
}
}
]
}
}
],
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],
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],
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}
},
{
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"type": "question",
"question_type": "single-select",
"reminder": "Select to view process",
"question": "What to schedule?",
"answer_type": "custom",
"answers": [
{
"uid": "a3e51a19a7f74cfe88acd0bfa2a1e6d5",
"value": "Job"
},
{
"uid": "51ba54650a35401791170a759a41bfea",
"value": "Estimate"
},
{
"uid": "69b55b800e56430fb43eb8c9b321e86d",
"value": "Create Unscheduled Estimate+Send Action Required Text to Pro"
},
{
"uid": "63ac8d318ab14ec989e72672955e189e",
"value": "Create Unscheduled Job + Send Action Required Text to Pro"
},
{
"uid": "917ef34d1443493f96a5df8991fb1d69",
"value": "Create Customer Profile + Send Action Required Text"
}
],
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"question": "Hours?",
"answer_type": "custom",
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{
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"title": "When to schedule?",
"note": " "
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"note": " "
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{
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"type": "reminder",
"parent_id": "ab75342b4747482095886577684c32a2",
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"title": "How long?",
"note": " "
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"parent_id": "ab75342b4747482095886577684c32a2",
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"uid": "3c6bd9a6d93540a28582df5ac37fe397",
"value": "Unscheduled Estimate Created"
},
{
"uid": "45d970b743ce4a6eac9c6c32cef3b915",
"value": "Unscheduled Job Created"
}
],
"child_nodes": {
"a75e5c0fcf4a4d88a3239ac09eb4321c": [
{
"uid": "28b464da5f314b6aa5ae3667f9f3dd94",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "a75e5c0fcf4a4d88a3239ac09eb4321c",
"title": "📝 Note Template",
"note": "Link:"
}
],
"b6fbfc222f484281a390eb637f841d18": [
{
"uid": "ba84f00e37ef465689880723f4535e50",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "b6fbfc222f484281a390eb637f841d18",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
}
],
"4ebf7e1b0cf84446b88bb06162090d35": [
{
"uid": "266701ecffdb41748aa76650c829bf07",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "4ebf7e1b0cf84446b88bb06162090d35",
"title": "📝 Note Template",
"note": " [Leave Blank]"
}
],
"2c234e92c1484acfb7c496ab8d55a72a": [
{
"uid": "cace3e7d23754936ab50c4addc334366",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "2c234e92c1484acfb7c496ab8d55a72a",
"title": "📝 Note Template",
"note": " \"Caller was [CALLER NAME], Asked to unsubscribe \n\nOR\n\nCaller was [CALLER NAME], didn't get opportunity to unsubscribe\""
}
],
"a02e20b9bd12447582560da0fd242ba0": [
{
"uid": "28cdf78eddb74b788c9526eb9841c99d",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "a02e20b9bd12447582560da0fd242ba0",
"title": "📝 Note Template",
"note": " Silent call, asked customer to call back"
}
],
"29121b77f8d44751aba562ca64d9f7ed": [
{
"uid": "5682da4ebca4462c9a3893593ba8cb52",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "29121b77f8d44751aba562ca64d9f7ed",
"title": "📝 Note Template",
"note": " \"[Brief description of problem and location of problem in 15 words or less, indication of whether transfer to pro was successful or not]\nLink:\""
}
],
"d489f33b350048438ef2b25568054dea": [
{
"uid": "d91664e5748148df87198e65404bf230",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "d489f33b350048438ef2b25568054dea",
"title": "📝 Note Template",
"note": " \"[Reason for callback in 15 words or less, send as action required]\nLink:\""
}
],
"e2c2e38e9d104911b47d18bd3713c02c": [
{
"uid": "4db09834ebfd42ffa4f8c3b0617d60ff",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "e2c2e38e9d104911b47d18bd3713c02c",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
}
],
"b4e30afb9d124b85a2315356d0449092": [
{
"uid": "56e6e6898b2b4c94bebda35252dc68f3",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "b4e30afb9d124b85a2315356d0449092",
"title": "📝 Note Template",
"note": " \"[Actual price quoted + brief description of problem in 20 words or less]\nLink:\""
}
],
"4f92ae91e7d94d37850e5d5d428b9d2f": [
{
"uid": "86f341e5a3e64d5ebbc293a3d1e4b86b",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "4f92ae91e7d94d37850e5d5d428b9d2f",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
}
],
"8c42afb4091c4027964f102d07b9f02c": [
{
"uid": "e31614ee656741e0accd680e21e7360d",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "8c42afb4091c4027964f102d07b9f02c",
"title": "📝 Note Template",
"note": " \"[Brief description of problem and location of problem in 15 words or less] \nLink:\""
}
],
"8d22e1f1879a4921a698a80d5e2113a4": [
{
"uid": "2114d60187194e89b57ac3e9fca47e63",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "8d22e1f1879a4921a698a80d5e2113a4",
"title": "📝 Note Template",
"note": " \"[Reason for cancel in 10 words or less]\nLink:\""
}
],
"de1cb401bc3c4644992b995358fab3f1": [
{
"uid": "942e836107af43359c1902d953ea7371",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "de1cb401bc3c4644992b995358fab3f1",
"title": "📝 Note Template",
"note": " \"[Reason for reschedule in 10 words or less]\nLink:\""
}
],
"b3c60e7e3fa6476b8318f2f89a136b82": [
{
"uid": "b4c70278112248ccbcc596482753f979",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "b3c60e7e3fa6476b8318f2f89a136b82",
"title": "📝 Note Template",
"note": " \"[Brief description of problem and location of problem in 15 words or less] \nLink:\""
}
],
"b2c2b4bb5fcf4cc39d9702e7c84c6432": [
{
"uid": "771b36bb377a4439a951fd9f5d82bab3",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "b2c2b4bb5fcf4cc39d9702e7c84c6432",
"title": "📝 Note Template",
"note": " \"[Scope was X, changed to Y in 15 words or less]\nLink:\""
}
],
"6ead9acbd1934fccb392b3415567451e": [
{
"uid": "76c679b26f3c4f47970c15458d0810fc",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "6ead9acbd1934fccb392b3415567451e",
"title": "📝 Note Template",
"note": " \"[Message to pro in 15 words or less]\nLink:\""
}
],
"87f5a7371da244c6b064b574bcab75c4": [
{
"uid": "d5be1908385949c8996fa622f798d39a",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "87f5a7371da244c6b064b574bcab75c4",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
}
],
"09eac8f4df1744f1b7fa742a2cd66715": [
{
"uid": "52ba27a7ed424c3596f447d3df5f385e",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "09eac8f4df1744f1b7fa742a2cd66715",
"title": "📝 Note Template",
"note": " \"[Zip code or city where customer lives, indication that this zip or city is not in the Pro's service area]\nLink: \""
}
],
"a93c97559542486a80c3f7fa32098840": [
{
"uid": "c8cf5b8359a4471881fdfc4bd7b94410",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "a93c97559542486a80c3f7fa32098840",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
}
],
"cb47dbaa864545b6854a291999f4a352": [
{
"uid": "e2c3a744fd504d68b09572935261c455",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "cb47dbaa864545b6854a291999f4a352",
"title": "📝 Note Template",
"note": " \"[Actual price quoted + price that customer was looking for + brief description of problem in 25 words or less]\nLink:\""
}
],
"3fab45a909844ffc812c4f4607bd6cc4": [
{
"uid": "73dd4c09564a47f9950b185b77a08669",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "3fab45a909844ffc812c4f4607bd6cc4",
"title": "📝 Note Template",
"note": "[Avoid this call result selection - Double check the available call results to make sure that other is the best choice] "
}
],
"8f0f3b92fb1144d0884c6e4b920cd3e4": [
{
"uid": "32c975a0d2c147028e4c4d12c98baf60",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "8f0f3b92fb1144d0884c6e4b920cd3e4",
"title": "📝 Note Template",
"note": " \"[Brief description of problem and location of problem, indication that this service is not something the Pro does, in 20 words or less] \nLink:\""
}
],
"3afb6c211e974312aeff144cafb1385e": [
{
"uid": "66e9ac1912e14257a3c951f0c1edaf0a",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "3afb6c211e974312aeff144cafb1385e",
"title": "📝 Note Template",
"note": " \"[Actual price quoted + brief description of problem in 20 words or less]\nLink:\""
}
],
"0a13e717d5774233982dc034ce35467b": [
{
"uid": "372b32724518406aaa5497f1f7920693",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "0a13e717d5774233982dc034ce35467b",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only - called customer and they requested to opt out]"
}
],
"59c6bfe7d4eb4cec8c6877af0cea8afb": [
{
"uid": "7ad0e549a5c0471890b396c76c6ef83d",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "59c6bfe7d4eb4cec8c6877af0cea8afb",
"title": "📝 Note Template",
"note": " \"[Brief description of problem and location of problem in 15 words or less, plus schedule date customer is requesting] \nLink:\""
}
],
"6ce2c31215e64244b00abb3b4aec335f": [
{
"uid": "6a1bf6fd93644f29bd3b0ae791c25056",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "6ce2c31215e64244b00abb3b4aec335f",
"title": "📝 Note Template",
"note": " \"[What was the inquiry and what was our response in 15 words or less]\nLink:\""
}
],
"4e18593ba72540548d6a2e1b04e3cffb": [
{
"uid": "3b47e6c10cb24c5eb7f83d93d5f3d9dd",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "4e18593ba72540548d6a2e1b04e3cffb",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
}
],
"530edd769bee4eb988d5ec49bf0c38e4": [
{
"uid": "b2422c7b701d4f68a188d9eb0f97bafd",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "530edd769bee4eb988d5ec49bf0c38e4",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
}
],
"3c6bd9a6d93540a28582df5ac37fe397": [
{
"uid": "42a5d31858404f268b628228d8b52f1a",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "3c6bd9a6d93540a28582df5ac37fe397",
"title": "📝 Note Template",
"note": " \"[Brief description of problem and location of problem in 15 words or less, send as action required]\nLink:\""
}
],
"45d970b743ce4a6eac9c6c32cef3b915": [
{
"uid": "8fa0ac8ae74d403e9d76367df0d305ce",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "45d970b743ce4a6eac9c6c32cef3b915",
"title": "📝 Note Template",
"note": " \"[Brief description of problem and location of problem in 15 words or less, send as action required]\nLink:\""
}
]
}
},
{
"uid": "517c3f080912429182fa82005b2e7b27",
"type": "question",
"question_type": "single-select",
"reminder": "Pick a call reason and Save As Call Notes",
"question": "** POST CALL: Call Reason [ Required field to disposition call]",
"answer_type": "custom",
"answers": [
{
"uid": "6f7c2ee67cf84b6ab6a126d3be1e232d",
"value": "Appointment Confirmation"
},
{
"uid": "07876233ef244c01a8d502561773a3ec",
"value": "Asking to Schedule"
},
{
"uid": "438ae4721ed54a9a84aefe2d0ca414ca",
"value": "Billing Inquiry"
},
{
"uid": "3ed8e2b96e7740218dbe52cc3e920333",
"value": "Cancellation Request"
},
{
"uid": "ae0085e7a38f457885ba6ce4f4d3b954",
"value": "Existing Job/Estimate Inquiry"
},
{
"uid": "100454140d164079b73be09980d4c274",
"value": "General Inquiry"
},
{
"uid": "7adf8dbc9b7b49bb8b5319309e669365",
"value": "Job Scope Changed"
},
{
"uid": "9a64f8f43d304a2e8056e6691e9ddf0f",
"value": "Message for Pro"
},
{
"uid": "7ed1ccbc9c534f7baf1d555dcc4f5f18",
"value": "Price Shopping"
},
{
"uid": "47452cb4539445248ea81464d7cd497c",
"value": "Requesting Sooner Scheduling Date"
},
{
"uid": "f2ce1fed19a44827a562781958ae9274",
"value": "Reschedule Request"
},
{
"uid": "3d057a6c7c514d0fb902b27aa973d7bd",
"value": "Wrong Number"
}
]
}
]
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History|-3fc3ba71|0Mej.json
{
"request_guide_nodes": [{
"uid": "d86dc7bf08d4429fbe7ad0f320661ff5",
"type": "question",
"question_type": "single-select",
"question": "**Call Type",
"answer_type": "custom",
],
"child_nodes": {
"f47e08ad5b5047de8e3c0865a34b50b1": [{
"uid": "749bf613bd3f46ddb8034cc7678c456b",
"type": "question",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "f47e08ad5b5047de8e3c0865a34b50b1",
"question_type": "text",
"question": "👩🏻‍💻 Required Script: How did you hear about us?",
"answer_type": "custom",
"answers": []
}, {
"uid": "1454ec4f890d4cb8b47ff1e3e820ae63",
"type": "question",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "f47e08ad5b5047de8e3c0865a34b50b1",
"question_type": "text",
"reminder": "Type in customer response",
"question": "👩🏻‍💻 REQUIRED SCRIPT : Is this your home, a business or property you manage?",
"answer_type": "custom",
"answers": []
}, {
"uid": "8686b32d41ea4060b975075c6873ac3f",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "f47e08ad5b5047de8e3c0865a34b50b1",
"title": "⚙️ Process",
"note": "Fill out customer profile, ensure that customer name matches who the bill is going to\n\nAdd Tags:\n1) Customer tags: -> HCP Assist & Lead Source\n2) Lead source (if Pro has it) -> Lead source\""
}, {
"uid": "d4aa82a216df4f868a1ee453103ac817",
"type": "question",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "f47e08ad5b5047de8e3c0865a34b50b1",
"question_type": "single-select",
"question": "REQUIRED SCRIPT : Is this your home, a business or property you manage?",
"answer_type": "custom",
"answers": [{
"uid": "0c6ca0febccd42ee95f39ecf43ba33e8",
"value": "Home"
}, {
"uid": "0f78e20a4562465f865243f791190338",
"value": "Business"
}, {
"uid": "797808d13d834548a7a175b915bdafbb",
"value": "Property manager"
}],
"child_nodes": {
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"uid": "3079ab1948f24d6a9cf0237e5734bc76",
"type": "question",
"parent_id": "d4aa82a216df4f868a1ee453103ac817",
"parent_answer_id": "0f78e20a4562465f865243f791190338",
"question_type": "text",
"question": "Business Name",
"answer_type": "custom",
"answers": []
}]
}
}],
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"uid": "7be60124c0974ed3ac669189111be70d",
"type": "question",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "b9d02c407c774d92b20a0f8acd5232f3",
"question_type": "single-select",
"question": "Call Reason",
"answer_type": "custom",
"answers": [{
"uid": "f6d928243b33493990f86bc1b9178c8f",
"value": "Appointment Confirmation"
}, {
"uid": "4cb9ff5d27474ded918c6918dc443de1",
"value": "Approve Estimate + Schedule Job"
}, {
"uid": "4afeec8c240341529808b32cd660f68c",
"value": "Cancellation"
}, {
"uid": "2d798bd7a71b41299fc497f93cc3f443",
"value": "Create new Job/Estimate"
}, {
"uid": "6ff9d24b4fb5434daa9f51c7995ae817",
"value": "Customer Question"
}, {
"uid": "f823a269f94545e4a875451b4a30fd60",
"value": "Job/Estimate scope change"
}, {
"uid": "aed82c8416b347569ac51c8135bac888",
"value": "Reschedule"
}, {
"uid": "5cbfbbff88394c0f9377d696c275472a",
"value": "Resend Estimate"
}],
"child_nodes": {
"f6d928243b33493990f86bc1b9178c8f": [{
"uid": "a11983cbe78e4d7fade76892a93b0c92",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "f6d928243b33493990f86bc1b9178c8f",
"title": "⚙️ Process",
"note": "Lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to\n\nConfirm Appointment. "
}],
"4cb9ff5d27474ded918c6918dc443de1": [{
"uid": "8b2d6f87704b45bfb07bc57d8c497e68",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "4cb9ff5d27474ded918c6918dc443de1",
"title": "⚙️ Process",
"note": "\"1) Click on customers tab\n2) Search customer by phone, then address, then first and last name\n3) Click in to customer profile, look at Estimates tab for relevant Estimate\n4) Confirm email address and or cell number, update if needed\n5) Click on invoice, resend to customer via email or text\n6) Re-send to customer and ask them to approve via email or text\n7) If customer is unable approve or we receive pushback, we can approve on behalf of customer\n8) Click Copy Estimate to Job\n9) Schedule the job for the according to scheduling specifics\""
}],
"4afeec8c240341529808b32cd660f68c": [{
"uid": "640691bb36e24892819e7a0461e73e2f",
"type": "question",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "4afeec8c240341529808b32cd660f68c",
"question_type": "text",
"question": "👩🏻‍💻 REQUIRED SCRIPT :No Problem, Can I ask why you're looking to cancel?",
"answer_type": "custom",
"answers": [],
"reminder": "📝 Note Template"
}, {
"uid": "36823f59463a45f69a3af7694af6ad92",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "4afeec8c240341529808b32cd660f68c",
"title": "⚙️ Process",
"note": "\"Lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to\n\nCancel Appointment. Include notes for cancellation in text to pro\""
}],
"2d798bd7a71b41299fc497f93cc3f443": [{
"uid": "d9acb2af14c9415db545769580620bf3",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "2d798bd7a71b41299fc497f93cc3f443",
"title": "⚙️ Process",
"note": "\"Lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to\n\nAdd Tags:\n1) Job/estimate tags -> HCP Assist\""
}],
"6ff9d24b4fb5434daa9f51c7995ae817": [{
"uid": "df6d62f0c89545c28c6523377eb046e3",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "6ff9d24b4fb5434daa9f51c7995ae817",
"title": "⚙️ Process",
"note": "If needed, lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to"
}, {
"uid": "ba5cf0a5f82a4fb3b2f55f02e33e5c9f",
"type": "question",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "6ff9d24b4fb5434daa9f51c7995ae817",
"question_type": "text",
"reminder": "📝 Note Template",
"question": "What is the customer's question? ",
"answer_type": "custom",
"answers": []
}],
"f823a269f94545e4a875451b4a30fd60": [{
"uid": "a00d2d88d90f4aa2bc47b68494e6693a",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "f823a269f94545e4a875451b4a30fd60",
"title": "⚙️ Process",
"note": "If needed, lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to.\n\nIf applicable, edit the details of the job/estimate"
}, {
"uid": "c6fa70b4ce5f48ce824c7f34e6adbdbe",
"type": "question",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "f823a269f94545e4a875451b4a30fd60",
"question_type": "text",
"reminder": "📝 Note Template \"[Scope was X, changed to Y in 15 words or less]\nLink:\"",
"question": "📝 What is the scope change?",
"answer_type": "custom",
"answers": []
}],
"aed82c8416b347569ac51c8135bac888": [{
"uid": "e47eb3d266d3473fbe794c29b4face63",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "aed82c8416b347569ac51c8135bac888",
"title": "⚙️ Process",
"note": "Lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to\n\nReschedule and confirm new appointment time and date."
}, {
"uid": "af57c572324f49e3b128e11ce762077c",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "aed82c8416b347569ac51c8135bac888",
"title": "👩🏻‍💻 Required Script",
"note": "No problem, when would you like to reschedule?"
}, {
"uid": "38958b26725e46c19d0d2752c7937b3c",
"type": "question",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "aed82c8416b347569ac51c8135bac888",
"question_type": "text",
"reminder": "📝 Note Template: \"[Reason for reschedule in 10 words or less]\nLink:\"",
"question": "What is the reason for reschedule?",
"answer_type": "custom",
"answers": []
}],
"5cbfbbff88394c0f9377d696c275472a": [{
"uid": "72acecf602c243cf9ce2947d1e88227f",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "5cbfbbff88394c0f9377d696c275472a",
"title": "⚙️ Process",
"note": "1) Click on customers search bar on top left \n2) Search customer by Lookup customer by phone, then address, then first and last name\n3) Click in to customer, look at Estimates tab\n4) Confirm email address and or cell number, update if needed\n5) Click on invoice, resend to customer via email or text"
}]
}
}],
"aa560ede5ede46e989bbbe7c6a2ef160": [{
"uid": "c5125a2000704bb29ce914592c3c8bb8",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "aa560ede5ede46e989bbbe7c6a2ef160",
"title": "⚙️ Process",
"note": "first update your outbound call masking to \"________ - Out\""
}, {
"uid": "8972c292901b435f97d59e8480828030",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "aa560ede5ede46e989bbbe7c6a2ef160",
"title": "👩🏻‍💻 Required Script",
"note": "\"Hello, this is ____ from ______ on a recorded line.\""
}],
"06e5374450034ca4a355a782ff59cf41": [{
"uid": "ad00ecc88dd848dab58990bc057f1e4a",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "06e5374450034ca4a355a782ff59cf41",
"title": "👩🏻‍💻 Required Script",
"note": "\"They are in the field at the moment, how can I assist you?\""
}, {
"uid": "cfa933ff583e4197a42d3c4024cdd922",
"type": "question",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "06e5374450034ca4a355a782ff59cf41",
"question_type": "single-select",
"question": "Is customer insistent that only the owner can help them?",
"answer_type": "custom",
"answers": [{
"uid": "88a68fe8c07c4e3d811831ff415c00a2",
"value": "Yes, customer only wants to talk to owner"
}, {
"uid": "42e7d2c2c89746748413736fd86925be",
"value": "No, we are able to help with their request"
}],
"child_nodes": {
"88a68fe8c07c4e3d811831ff415c00a2": [{
"uid": "fadd2b931b564bf0a1afdcd2a8250f89",
"type": "question",
"parent_id": "cfa933ff583e4197a42d3c4024cdd922",
"parent_answer_id": "88a68fe8c07c4e3d811831ff415c00a2",
"question_type": "text",
"reminder": "📝 Note Template : Message to pro in 15 words or less",
"question": "👩🏻‍💻 REQUIRED SCRIPT Can I take a message?",
"answer_type": "custom",
"answers": []
}],
"42e7d2c2c89746748413736fd86925be": [{
"uid": "5a43210a8f164043ad6c1b81bc973510",
"type": "reminder",
"parent_id": "cfa933ff583e4197a42d3c4024cdd922",
"parent_answer_id": "42e7d2c2c89746748413736fd86925be",
"title": "⚙️ PROCESS",
"note": "Proceed to next step"
}]
}
}],
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"uid": "dd1d425dc1e24d7da5150fcfcc8c4c0c",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "c5adb498cb754054b4817dc92c8fac32",
"title": "⚙️ Process",
"note": "Inform management of pro request and ask if call should be marked as non-billable. Don't mark non-billable until approved. "
}],
"37b2e21640e24a7dbdbc2fbc8e3c44a2": [{
"uid": "153f4aff570d4080ad807274a95198f5",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "37b2e21640e24a7dbdbc2fbc8e3c44a2",
"title": "👩🏻‍💻 Required Script",
"note": "\"They are in the field at the moment, how can I assist you?\""
}, {
"uid": "15b4370b5fd743b78b75b6165c698cee",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "37b2e21640e24a7dbdbc2fbc8e3c44a2",
"title": "⚙️ Process",
"note": "If caller asks again for owner, take a message"
}, {
"uid": "7c114ca7fd7944169266d2b9177687e1",
"type": "question",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "37b2e21640e24a7dbdbc2fbc8e3c44a2",
"question_type": "text",
"reminder": "📝 Note Template \"[Message to pro in 15 words or less]\nLink:\"",
"question": "Can I take a message?",
"answer_type": "custom",
"answers": []
}],
"33d8f572afdd4fffa9a040942066a524": [{
"uid": "72b20484a7e54a83950fd5879a4c5eb6",
"type": "question",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "33d8f572afdd4fffa9a040942066a524",
"question_type": "single-select",
"question": "SPAM Type",
"answer_type": "custom",
"answers": [{
"uid": "745186e4a67c4435bf48cee395beb7fb",
"value": "Silent Call"
}, {
"uid": "83c039c6f40d4081a9007e883f167b88",
"value": "Automated"
}, {
"uid": "79fb5ee441424b35a1b6d989742e50ce",
"value": "Human"
}, {
"uid": "92b7f04ddfa24e5e9ba4f0e96cf4db45",
"value": "Unknown"
}],
"child_nodes": {
"745186e4a67c4435bf48cee395beb7fb": [{
"uid": "396ec1a63d0441f9ae682914b06d1a88",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "745186e4a67c4435bf48cee395beb7fb",
"title": "⚙️ Process",
"note": "Wait 5 seconds, then state the script."
}, {
"uid": "6891a9ccd6fd4fd5bfe049a5dc1cb785",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "745186e4a67c4435bf48cee395beb7fb",
"title": "👩🏻‍💻 Required Script",
"note": "\"Unfortunately there is no audio coming through on my end. Please give us a call back.\""
}, {
"uid": "92dffa754b8140689e7042066906aa38",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "745186e4a67c4435bf48cee395beb7fb",
"title": "📝 Note Template [ Copy paste into Private Notes]",
"note": "Silent call, asked customer to call back"
}],
"83c039c6f40d4081a9007e883f167b88": [{
"uid": "44bb4d660bc5475797a11a2fff96e25a",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "83c039c6f40d4081a9007e883f167b88",
"title": "⚙️ Process",
"note": "Unsubscribe if possible, then hang up"
}, {
"uid": "0ddff0f49e224fbab0b1e1e26e8a0c61",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "83c039c6f40d4081a9007e883f167b88",
"title": "📝 Note Template",
"note": "[Leave Blank]"
}],
"79fb5ee441424b35a1b6d989742e50ce": [{
"uid": "18079bc25a204ae8a42fcdea7d73c988",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "79fb5ee441424b35a1b6d989742e50ce",
"title": "⚙️ Process",
"note": "remove us from their calling list."
}, {
"uid": "97a81d9c0af54ab08b4a91766c6a38a9",
"type": "question",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "79fb5ee441424b35a1b6d989742e50ce",
"question_type": "single-select",
"question": " Were we able to unsubscribe ?",
"answer_type": "custom",
"answers": [{
"uid": "9e00255fb9f84586a9723ef7b8ea3689",
"value": "Yes, we unsubscribed"
}, {
"uid": "3796fe14cfb140288c2af7a797665713",
"value": "No. we didn't get opportunity to unsubscribe"
}],
"reminder": "📝 Note Template"
}],
"92b7f04ddfa24e5e9ba4f0e96cf4db45": [{
"uid": "2f0215138c3d4195b870d2ff8fcccc47",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "92b7f04ddfa24e5e9ba4f0e96cf4db45",
"title": "👩🏻‍💻 Required Script",
"note": "Wait 5 seconds, then state \"Unfortunately there is no audio coming through on my end. Please call us back, thank you.\""
}, {
"uid": "32d54c209dcb42fe8c45798e5b87ee23",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "92b7f04ddfa24e5e9ba4f0e96cf4db45",
"title": "⚙️ Process",
"note": "Lookup number in Pro's admin to see if it matches a customer, indicate that in the post-call notification to the Pro. "
}]
}
}],
"e42ad90593cb4a7f8e415ea4091833de": [{
"uid": "4b40d152a7e34a3daf3362e071f62110",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "e42ad90593cb4a7f8e415ea4091833de",
"title": "⚙️ Process",
"note": "Approved Vendors: Housecall Pro, ____________\nNon-Approved Vendors: ______________ \n\nIf on Non-Approved Vendors list, mark as spam and request to unsubscribe"
}, {
"uid": "08ca0032275241548a9ec95fe3e1845f",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "e42ad90593cb4a7f8e415ea4091833de",
"title": "👩🏻‍💻 Required Script",
"note": "\"They are in the field at the moment, how can I assist you?\""
}, {
"uid": "ba57eadbb73245c5bf8861df439b936b",
"type": "question",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "e42ad90593cb4a7f8e415ea4091833de",
"question_type": "text",
"reminder": "📝 Note Template [Message to pro in 15 words or less]",
"question": "Can I take a message?",
"answer_type": "custom",
"answers": []
}]
}
},
{
"uid": "963b570e4b844c268e69cda2da601826",
"type": "question",
"question_type": "text",
"reminder": "First and Last Name",
"question": "**Caller Name ",
"answer_type": "custom",
"answers": []
},
{
"uid": "f90265d278264a6691661e1bd28cf35d",
"type": "question",
"question_type": "text",
"reminder": "Leave blank if residential customer",
"question": "Business Name",
"answer_type": "custom",
"answers": []
},
{
"uid": "23fb6d13d545453a9d5605661773c700",
"type": "question",
"question_type": "text",
"question": "**Callback Phone",
"answer_type": "custom",
"answers": [],
"reminder": "If different than the number called in on"
},
{
"uid": "a768a75bdb734cd0a36b9d6b2fa12024",
"type": "question",
"question_type": "single-select",
"question": "Is the home owner in service area?",
"answer_type": "custom",
"answers": [{
"uid": "705cc868e8f8464db0a191f291b5b8f1",
"value": "Yes"
}, {
"uid": "056e0a64a822469fb3a3dbdfde443279",
"value": "No"
}],
"child_nodes": {
"056e0a64a822469fb3a3dbdfde443279": [{
"uid": "7c63b3938fc245f3be920bf7c31bdf49",
"type": "question",
"parent_id": "a768a75bdb734cd0a36b9d6b2fa12024",
"parent_answer_id": "056e0a64a822469fb3a3dbdfde443279",
"question_type": "text",
"question": "What was the zipcode/City name?",
"answer_type": "custom",
"answers": []
}, {
"uid": "fb5438c9c19844109d1d3a85601bc358",
"type": "reminder",
"parent_id": "a768a75bdb734cd0a36b9d6b2fa12024",
"parent_answer_id": "056e0a64a822469fb3a3dbdfde443279",
"title": "👩🏻‍💻 Required Script",
"note": "Unfortunately we aren't able to service that area at this time. Thank you for calling _______, have a great day."
}]
}
},
{
"uid": "8cecfd61c5f7401c96bb0d45df7c9010",
"type": "question",
"question_type": "single-select",
"question": "Industry",
"answer_type": "custom",
"answers": [{
"uid": "efe238316a4b4a67801dbebff1b5332e",
"value": "Carpet Cleaning"
}, {
"uid": "7a50b7c4709c480ba86ec791d07af0b3",
"value": "Heating & Air Conditioning"
}, {
"uid": "e9170eeba7f842ea81451e36f88a8e15",
"value": "Plumbing"
}, {
"uid": "b78291bdbd974139ae97d006e48e8810",
"value": "Home Cleaning"
}, {
"uid": "3bdf0fd13bf047f2994d81780829999d",
"value": "Electrical"
}, {
"uid": "f7b4b3aec39a47cf82a2319da994f68d",
"value": "Window & Exterior Cleaning"
}, {
"uid": "204649f19c6f453ab8b1204535694e3a",
"value": "Handyman"
}, {
"uid": "a35cfc656bac43f7b47c442eb949733c",
"value": "Landscaping & Lawn"
}, {
"uid": "82cb516b257d4524930846c6aa4dabe1",
"value": "Appliances"
}, {
"uid": "b288b6c61deb4ed49d0fdce9c28577bb",
"value": "General Contractor"
}, {
"uid": "3b8b73b37cea40349a3b10b8d1bba459",
"value": "Automotive"
}, {
"uid": "da08d59fe1e94d10a73462042d2b3143",
"value": "Pest Control"
}, {
"uid": "ac60c9b90e524360a0106b09622199eb",
"value": "Garage"
}, {
"uid": "1a0e32d277ee4450b60ce43a54e32f2e",
"value": "Air duct cleaning"
}, {
"uid": "0d628e598b1649e09ec088aa6908c8a5",
"value": "Painting"
}, {
"uid": "6c56ca11a398497fbb8f85dc84cfee65",
"value": "Engineering"
}, {
"uid": "bde4e0e7141a41ea90d3747902e3e4c9",
"value": "Water Heater"
}, {
"uid": "5f7382e1a491497cae755da5c9336a9c",
"value": "Barber"
}, {
"uid": "5b8734f0d4ca4b3baf32e245a1edcbff",
"value": "Franchise (Custom)"
}, {
"uid": "afa4ca1071b3473fbda36960b20434ee",
"value": "Junk Removal"
}, {
"uid": "d43dd2bbe6d04f5c8cfb15ffb0965ac6",
"value": "Air Duct Cleaning"
}, {
"uid": "b47b26c9abcf41e6a074691353bb17fe",
"value": "Chimney Sweep"
}, {
"uid": "34fd006a8afc4c8d94e7552421ac95b2",
"value": "Water Treatment"
}, {
"uid": "bbc138cfe834453199e3917fec633ab7",
"value": "Insulation"
}, {
"uid": "308c030098e34d19995beaadbd4bf476",
"value": "Window Washing"
}, {
"uid": "cf96afa6600144558fc5150d0bfb763e",
"value": "Tile and Grout"
}, {
"uid": "c386378fdc18438c94880414388764f5",
"value": "Pool Repair"
}, {
"uid": "70ca7623eb2147558465fa7138d8b931",
"value": "Moving"
}, {
"uid": "344c313e42594dc886c7696fd46a3155",
"value": "Home Security"
}, {
"uid": "88ab422011374d59bb32378f49089f74",
"value": "Gutters"
}, {
"uid": "964099c7f2a645d298238d56f9bee356",
"value": "Golf cart repair"
}, {
"uid": "99b17865d323425d9cd55410dc0b33ab",
"value": "Stump Removal"
}, {
"uid": "47c9b1bb224d4870972d9cc7c964c69e",
"value": "Sprinklers"
}, {
"uid": "4b24e008889d4cebb7322fdf31be68dd",
"value": "Pest Control"
}, {
"uid": "96202cd527314933a156f057dccebb3d",
"value": "Fencing"
}, {
"uid": "7d9c1e53f7694b28abc2d5b68acd7b1c",
"value": "Bathtub Refinishing"
}],
"child_nodes": {
"3bdf0fd13bf047f2994d81780829999d": [],
"ac60c9b90e524360a0106b09622199eb": [{
"uid": "6fe85529fdb54ceba2ae10027487e34a",
"type": "question",
"parent_id": "8cecfd61c5f7401c96bb0d45df7c9010",
"parent_answer_id": "ac60c9b90e524360a0106b09622199eb",
"question_type": "single-select",
"question": "Customer Type",
"answer_type": "custom",
"answers": [{
"uid": "4f41265d372d42bc88af7538bfebaa0e",
"value": "Residential"
}, {
"uid": "5464652217644c80934237e9f5a47b68",
"value": "Commercial"
}, {
"uid": "221c2a955bcf4af5a4ebe284017ebbed",
"value": "Home Warranty"
}, {
"uid": "77f3752e52054ceb87e4abf88b36b111",
"value": "Service Agreement "
}],
"child_nodes": {
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"type": "reminder",
"parent_id": "6fe85529fdb54ceba2ae10027487e34a",
"parent_answer_id": "4f41265d372d42bc88af7538bfebaa0e",
"title": "ℹ️ Does the Pro service this customer type?",
"note": "Yes/No"
}, {
"uid": "7c5cde5bdc2e41e682aaecef2140c4ac",
"type": "reminder",
"parent_id": "6fe85529fdb54ceba2ae10027487e34a",
"parent_answer_id": "4f41265d372d42bc88af7538bfebaa0e",
"title": "👩🏻‍💻 Required Script [Use only if Pro does not service this customer Type]",
"note": "Unfortunately we do not service this customer type at this time."
}, {
"uid": "605c4773a0fd4f9b8af36504fa9aa50f",
"type": "question",
"parent_id": "6fe85529fdb54ceba2ae10027487e34a",
"parent_answer_id": "4f41265d372d42bc88af7538bfebaa0e",
"question_type": "single-select",
"question": "What is the primary service ?",
"answer_type": "custom",
"answers": [{
"uid": "c0388eb6644b4a748f0e87318add11b6",
"value": "Garage Door Opener Chain"
}, {
"uid": "b5548fa8aa2c400f99178dfe4ba2ea61",
"value": "Garage Door Opener"
}, {
"uid": "4f6d1325179b4c51973517512f5150f7",
"value": "Garage Door Keypad (On outside of garage)"
}, {
"uid": "3d05ac2ebb0e41bc8ad5a84fe0151877",
"value": "Garage Door Remote / Clicker"
}, {
"uid": "b95da6a55df049c99138d292bdd2cef0",
"value": "Garage Door Sensor"
}, {
"uid": "b6b4d82fa0a4476bb035c9a586d5e4b0",
"value": "Garage Door Track"
}, {
"uid": "203ddf68e48a48f9a4b4f95c292e68af",
"value": "Garage Door Weatherstripping"
}, {
"uid": "01adb92da8c04322a36c10a18c2a578f",
"value": "Garage Doors"
}, {
"uid": "e78eb56de9684aadacadb509b4781746",
"value": "Springs"
}, {
"uid": "198f7f97e27d460f9e66c4d53a56b80c",
"value": "Wall Mounted Garage Door Opener (inside garage)"
}, {
"uid": "b488d745164741cdb8770a0fab829b97",
"value": "Ω - None of the Above"
}],
"child_nodes": {
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"uid": "a81e106f103c4cd8a5b431525378004c",
"type": "question",
"parent_id": "605c4773a0fd4f9b8af36504fa9aa50f",
"parent_answer_id": "c0388eb6644b4a748f0e87318add11b6",
"question_type": "single-select",
"question": "👩🏻‍💻 Required Script: Can you tell me more about the issue you are having with________?",
"answer_type": "custom",
"answers": [{
"uid": "597a1dd8ffb4490a8275d21d0eafce52",
"value": "Install New"
}, {
"uid": "72161a2275c74e2fa10af7e3a5e71d9b",
"value": "Troubleshooting / Repair"
}, {
"uid": "508790cc065a402e9eeb75623e45ecf0",
"value": "Door Goes Down then Comes Right Back Up"
}, {
"uid": "07e25fed5b594ab4b3747c2ef372ea2c",
"value": "Door Won't Go Up or Down (Emergency - Example: Car Stuck Inside)"
}, {
"uid": "4062af10d50747aabbc8cf9e041d7fe5",
"value": "Door Won't Go Up or Down (Non-Emergency)"
}, {
"uid": "d2a4413326c5408f8c7b320b1bf51bfd",
"value": "Install New - Custom Door"
}, {
"uid": "7c75faf6e9754e388b27b9e816965261",
"value": "Install New - Standard 16ftX7FT Insulated double door"
}, {
"uid": "a083992683634bb59530457ea72c9ea0",
"value": "Install New - Standard 16ftX7FT non-insulated double door"
}, {
"uid": "51123510dfa34008a0af5d110e1414e0",
"value": "Install New - Standard 8ftX7ft single insulated door"
}, {
"uid": "966576de2c6047628ef0540e1af3b0d0",
"value": "Install New - Standard 8ftX7ft single non-insulated door"
}, {
"uid": "0804d22d2f344805af8346176417fa74",
"value": "Other Troubleshooting / Repair"
}, {
"uid": "35c4fb31e9e34bd797f57b2719a9f708",
"value": "Replace"
}, {
"uid": "7c5b73e64c4049bb8d98f4e92562deba",
"value": "N/A"
}],
"child_nodes": {
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"type": "reminder",
"parent_id": "a81e106f103c4cd8a5b431525378004c",
"parent_answer_id": "597a1dd8ffb4490a8275d21d0eafce52",
"title": "ℹ️ Does the Pro do this type of service?",
"note": "Yes/No"
}, {
"uid": "9b5792142c4f46ea809d3b59534e57d8",
"type": "reminder",
"parent_id": "a81e106f103c4cd8a5b431525378004c",
"parent_answer_id": "597a1dd8ffb4490a8275d21d0eafce52",
"title": "👩🏻‍💻 Required Script",
"note": "We can definitely help you with that/Unfortunately we don't provide that service at this time, but we do provide a number of other services such as _____."
}, {
"uid": "25de15db8b344313b0aa0fb0b525dfca",
"type": "question",
"parent_id": "a81e106f103c4cd8a5b431525378004c",
"parent_answer_id": "597a1dd8ffb4490a8275d21d0eafce52",
"question_type": "text",
"reminder": "Type in customer response",
"question": "Troubleshooting question #1",
"answer_type": "custom",
"answers": []
}, {
"uid": "358862ff19d6474bb744bc05596098d6",
"type": "question",
"parent_id": "a81e106f103c4cd8a5b431525378004c",
"parent_answer_id": "597a1dd8ffb4490a8275d21d0eafce52",
"question_type": "text",
"reminder": "Type in customer response",
"question": "Troubleshooting question #2",
"answer_type": "custom",
"answers": []
}, {
"uid": "9cac2ce998d2418fa1c450c5fc604277",
"type": "reminder",
"parent_id": "a81e106f103c4cd8a5b431525378004c",
"parent_answer_id": "597a1dd8ffb4490a8275d21d0eafce52",
"title": "🤔 FAQ #1",
"note": " "
}, {
"uid": "e5d386658b204dfd897fbea863689135",
"type": "reminder",
"parent_id": "a81e106f103c4cd8a5b431525378004c",
"parent_answer_id": "597a1dd8ffb4490a8275d21d0eafce52",
"title": "🤔 FAQ #2",
"note": " "
}, {
"uid": "73dcbc1a9d36462f81417f6f36dcc93e",
"type": "question",
"parent_id": "a81e106f103c4cd8a5b431525378004c",
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"note": " [Leave Blank]"
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"uid": "28cdf78eddb74b788c9526eb9841c99d",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "a02e20b9bd12447582560da0fd242ba0",
"title": "📝 Note Template",
"note": " Silent call, asked customer to call back"
}],
"29121b77f8d44751aba562ca64d9f7ed": [{
"uid": "5682da4ebca4462c9a3893593ba8cb52",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "29121b77f8d44751aba562ca64d9f7ed",
"title": "📝 Note Template",
"note": " \"[Brief description of problem and location of problem in 15 words or less, indication of whether transfer to pro was successful or not]\nLink:\""
}],
"d489f33b350048438ef2b25568054dea": [{
"uid": "d91664e5748148df87198e65404bf230",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "d489f33b350048438ef2b25568054dea",
"title": "📝 Note Template",
"note": " \"[Reason for callback in 15 words or less, send as action required]\nLink:\""
}],
"e2c2e38e9d104911b47d18bd3713c02c": [{
"uid": "4db09834ebfd42ffa4f8c3b0617d60ff",
"type": "reminder",
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"parent_answer_id": "e2c2e38e9d104911b47d18bd3713c02c",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
}],
"b4e30afb9d124b85a2315356d0449092": [{
"uid": "56e6e6898b2b4c94bebda35252dc68f3",
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"title": "📝 Note Template",
"note": " \"[Actual price quoted + brief description of problem in 20 words or less]\nLink:\""
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"uid": "86f341e5a3e64d5ebbc293a3d1e4b86b",
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"parent_answer_id": "4f92ae91e7d94d37850e5d5d428b9d2f",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
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"8c42afb4091c4027964f102d07b9f02c": [{
"uid": "e31614ee656741e0accd680e21e7360d",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "8c42afb4091c4027964f102d07b9f02c",
"title": "📝 Note Template",
"note": " \"[Brief description of problem and location of problem in 15 words or less] \nLink:\""
}],
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"uid": "2114d60187194e89b57ac3e9fca47e63",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "8d22e1f1879a4921a698a80d5e2113a4",
"title": "📝 Note Template",
"note": " \"[Reason for cancel in 10 words or less]\nLink:\""
}],
"de1cb401bc3c4644992b995358fab3f1": [{
"uid": "942e836107af43359c1902d953ea7371",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "de1cb401bc3c4644992b995358fab3f1",
"title": "📝 Note Template",
"note": " \"[Reason for reschedule in 10 words or less]\nLink:\""
}],
"b3c60e7e3fa6476b8318f2f89a136b82": [{
"uid": "b4c70278112248ccbcc596482753f979",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "b3c60e7e3fa6476b8318f2f89a136b82",
"title": "📝 Note Template",
"note": " \"[Brief description of problem and location of problem in 15 words or less] \nLink:\""
}],
"b2c2b4bb5fcf4cc39d9702e7c84c6432": [{
"uid": "771b36bb377a4439a951fd9f5d82bab3",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "b2c2b4bb5fcf4cc39d9702e7c84c6432",
"title": "📝 Note Template",
"note": " \"[Scope was X, changed to Y in 15 words or less]\nLink:\""
}],
"6ead9acbd1934fccb392b3415567451e": [{
"uid": "76c679b26f3c4f47970c15458d0810fc",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "6ead9acbd1934fccb392b3415567451e",
"title": "📝 Note Template",
"note": " \"[Message to pro in 15 words or less]\nLink:\""
}],
"87f5a7371da244c6b064b574bcab75c4": [{
"uid": "d5be1908385949c8996fa622f798d39a",
"type": "reminder",
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"parent_answer_id": "87f5a7371da244c6b064b574bcab75c4",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
}],
"09eac8f4df1744f1b7fa742a2cd66715": [{
"uid": "52ba27a7ed424c3596f447d3df5f385e",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "09eac8f4df1744f1b7fa742a2cd66715",
"title": "📝 Note Template",
"note": " \"[Zip code or city where customer lives, indication that this zip or city is not in the Pro's service area]\nLink: \""
}],
"a93c97559542486a80c3f7fa32098840": [{
"uid": "c8cf5b8359a4471881fdfc4bd7b94410",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "a93c97559542486a80c3f7fa32098840",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
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"uid": "e2c3a744fd504d68b09572935261c455",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "cb47dbaa864545b6854a291999f4a352",
"title": "📝 Note Template",
"note": " \"[Actual price quoted + price that customer was looking for + brief description of problem in 25 words or less]\nLink:\""
}],
"3fab45a909844ffc812c4f4607bd6cc4": [{
"uid": "73dd4c09564a47f9950b185b77a08669",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "3fab45a909844ffc812c4f4607bd6cc4",
"title": "📝 Note Template",
"note": "[Avoid this call result selection - Double check the available call results to make sure that other is the best choice] "
}],
"8f0f3b92fb1144d0884c6e4b920cd3e4": [{
"uid": "32c975a0d2c147028e4c4d12c98baf60",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "8f0f3b92fb1144d0884c6e4b920cd3e4",
"title": "📝 Note Template",
"note": " \"[Brief description of problem and location of problem, indication that this service is not something the Pro does, in 20 words or less] \nLink:\""
}],
"3afb6c211e974312aeff144cafb1385e": [{
"uid": "66e9ac1912e14257a3c951f0c1edaf0a",
"type": "reminder",
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"parent_answer_id": "3afb6c211e974312aeff144cafb1385e",
"title": "📝 Note Template",
"note": " \"[Actual price quoted + brief description of problem in 20 words or less]\nLink:\""
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"0a13e717d5774233982dc034ce35467b": [{
"uid": "372b32724518406aaa5497f1f7920693",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "0a13e717d5774233982dc034ce35467b",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only - called customer and they requested to opt out]"
}],
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"uid": "7ad0e549a5c0471890b396c76c6ef83d",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "59c6bfe7d4eb4cec8c6877af0cea8afb",
"title": "📝 Note Template",
"note": " \"[Brief description of problem and location of problem in 15 words or less, plus schedule date customer is requesting] \nLink:\""
}],
"6ce2c31215e64244b00abb3b4aec335f": [{
"uid": "6a1bf6fd93644f29bd3b0ae791c25056",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "6ce2c31215e64244b00abb3b4aec335f",
"title": "📝 Note Template",
"note": " \"[What was the inquiry and what was our response in 15 words or less]\nLink:\""
}],
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"uid": "3b47e6c10cb24c5eb7f83d93d5f3d9dd",
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"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "4e18593ba72540548d6a2e1b04e3cffb",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
}],
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"uid": "b2422c7b701d4f68a188d9eb0f97bafd",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "530edd769bee4eb988d5ec49bf0c38e4",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
}],
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"uid": "42a5d31858404f268b628228d8b52f1a",
"type": "reminder",
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"parent_answer_id": "3c6bd9a6d93540a28582df5ac37fe397",
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}
},
{
"uid": "517c3f080912429182fa82005b2e7b27",
"type": "question",
"question_type": "single-select",
"reminder": "Pick a call reason and Save As Call Notes",
"question": "** POST CALL: Call Reason [ Required field to disposition call]",
"answer_type": "custom",
"answers": [{
"uid": "6f7c2ee67cf84b6ab6a126d3be1e232d",
"value": "Appointment Confirmation"
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"value": "Asking to Schedule"
}, {
"uid": "438ae4721ed54a9a84aefe2d0ca414ca",
"value": "Billing Inquiry"
}, {
"uid": "3ed8e2b96e7740218dbe52cc3e920333",
"value": "Cancellation Request"
}, {
"uid": "ae0085e7a38f457885ba6ce4f4d3b954",
"value": "Existing Job/Estimate Inquiry"
}, {
"uid": "100454140d164079b73be09980d4c274",
"value": "General Inquiry"
}, {
"uid": "7adf8dbc9b7b49bb8b5319309e669365",
"value": "Job Scope Changed"
}, {
"uid": "9a64f8f43d304a2e8056e6691e9ddf0f",
"value": "Message for Pro"
}, {
"uid": "7ed1ccbc9c534f7baf1d555dcc4f5f18",
"value": "Price Shopping"
}, {
"uid": "47452cb4539445248ea81464d7cd497c",
"value": "Requesting Sooner Scheduling Date"
}, {
"uid": "f2ce1fed19a44827a562781958ae9274",
"value": "Reschedule Request"
}, {
"uid": "3d057a6c7c514d0fb902b27aa973d7bd",
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}]
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History|-49e2e170|entries.json
{"version":1,"resource":"file:///Users/kevinenglish/Projects/housecall-web/app/components/hcp_assist/services/request_guide/apply_problem_template.rb","entries":[{"id":"NsKt.rb","timestamp":1653519783384},{"id":"yni3.rb","timestamp":1653519806439},{"id":"rQjm.rb","timestamp":1653519829208},{"id":"JoFg.rb","timestamp":1653519841464},{"id":"yRRC.rb","timestamp":1653520089435},{"id":"2SH4.rb","timestamp":1653520104222},{"id":"Eb2s.rb","timestamp":1653520127641},{"id":"JOZE.rb","timestamp":1653520166041}]}
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History|-4abeabbc|entries.json
{"version":1,"resource":"file:///Users/kevinenglish/Projects/housecall-web/app/assets/javascripts/components/Reporting/common/components/ChartRenderer.tsx","entries":[{"id":"5cMT.tsx","timestamp":1654899605566}]}
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History|-4b27ab71|entries.json
{"version":1,"resource":"file:///Users/kevinenglish/Projects/housecall-web/spec/factories/hcp_assist/onboarding/industries.rb","entries":[{"id":"fDwY.rb","timestamp":1659112865620},{"id":"33U1.rb","timestamp":1659112897911},{"id":"wJ3s.rb","timestamp":1659113151714},{"id":"0vJM.rb","timestamp":1659113164508},{"id":"4A5P.rb","timestamp":1659128310931}]}
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History|-4b9306b0|entries.json
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History|-4db4ae10|entries.json
{"version":1,"resource":"file:///Users/kevinenglish/Projects/housecall-web/spec/components/hcp_assist/jobs/message_created_job_spec.rb","entries":[{"id":"DHib.rb","timestamp":1651074811239},{"id":"jWg0.rb","timestamp":1651074823856},{"id":"q4L3.rb","timestamp":1651074852364},{"id":"0jnv.rb","timestamp":1651074872202},{"id":"xKZM.rb","timestamp":1651166210874}]}
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History|-4e29b150|entries.json
{"version":1,"resource":"file:///Users/kevinenglish/Projects/housecall-web/spec/factories/hcp_assist/request_guide_template.rb","entries":[{"id":"3A5s.rb","timestamp":1654560134854}]}
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History|-4e61f84|dwFK.json
{
"request_guide_nodes": [{
"uid": "d86dc7bf08d4429fbe7ad0f320661ff5",
"type": "question",
"question_type": "single-select",
"answer_type": "custom",
"question": "**Call Type",
"answers": [{
"uid": "f47e08ad5b5047de8e3c0865a34b50b1",
"value": "New Customer"
}, {
"uid": "b9d02c407c774d92b20a0f8acd5232f3",
"value": "Existing Customer"
}, {
"uid": "c5adb498cb754054b4817dc92c8fac32",
"value": "Pro"
}, {
"uid": "e42ad90593cb4a7f8e415ea4091833de",
"value": "Vendor"
}, {
"uid": "37b2e21640e24a7dbdbc2fbc8e3c44a2",
"value": "Employee"
}, {
"uid": "06e5374450034ca4a355a782ff59cf41",
"value": "Personal"
}, {
"uid": "33d8f572afdd4fffa9a040942066a524",
"value": "SPAM"
}, {
"uid": "aa560ede5ede46e989bbbe7c6a2ef160",
"value": "Outbound"
}],
"child_nodes": {
"f47e08ad5b5047de8e3c0865a34b50b1": [{
"uid": "749bf613bd3f46ddb8034cc7678c456b",
"type": "question",
"question_type": "text",
"answer_type": "custom",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"question": "👩🏻‍💻 Required Script: How did you hear about us?",
"parent_answer_id": "f47e08ad5b5047de8e3c0865a34b50b1",
"answers": []
}, {
"uid": "d4aa82a216df4f868a1ee453103ac817",
"type": "question",
"question_type": "single-select",
"answer_type": "custom",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"question": "REQUIRED SCRIPT : Is this your home, a business or property you manage?",
"parent_answer_id": "f47e08ad5b5047de8e3c0865a34b50b1",
"answers": [{
"uid": "0c6ca0febccd42ee95f39ecf43ba33e8",
"value": "Home/Residential"
}, {
"uid": "0f78e20a4562465f865243f791190338",
"value": "Business/Commercial"
}, {
"uid": "797808d13d834548a7a175b915bdafbb",
"value": "Property manager"
}, {
"uid": "bebc68545d9c404096726c70fff292fb",
"value": "Home Warranty"
}],
"child_nodes": {
"0f78e20a4562465f865243f791190338": [{
"uid": "3079ab1948f24d6a9cf0237e5734bc76",
"type": "question",
"question_type": "text",
"answer_type": "custom",
"parent_id": "d4aa82a216df4f868a1ee453103ac817",
"question": "Business Name",
"parent_answer_id": "0f78e20a4562465f865243f791190338",
"answers": []
}],
"797808d13d834548a7a175b915bdafbb": [{
"uid": "d6c34c04c2ad4ad694b8c6656025c631",
"type": "question",
"question_type": "text",
"answer_type": "custom",
"parent_id": "d4aa82a216df4f868a1ee453103ac817",
"question": "Business Name",
"parent_answer_id": "797808d13d834548a7a175b915bdafbb",
"answers": []
}],
"0c6ca0febccd42ee95f39ecf43ba33e8": [{
"uid": "a4afa63216c34eb8a12f3eaf9ee1a577",
"type": "reminder",
"parent_id": "d4aa82a216df4f868a1ee453103ac817",
"parent_answer_id": "0c6ca0febccd42ee95f39ecf43ba33e8",
"title": "Pro Does/Doesn't Do",
"note": "[scripting for doesn't do]"
}]
}
}, {
"uid": "56f4512e66c74bad8ab948ec7fcc4365",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "f47e08ad5b5047de8e3c0865a34b50b1",
"title": "⚙️ Complete Customer Intake",
"note": "<--- Jump over and update contact section"
}],
"b9d02c407c774d92b20a0f8acd5232f3": [{
"uid": "7be60124c0974ed3ac669189111be70d",
"type": "question",
"question_type": "single-select",
"answer_type": "custom",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"question": "Call Reason",
"parent_answer_id": "b9d02c407c774d92b20a0f8acd5232f3",
"answers": [{
"uid": "f6d928243b33493990f86bc1b9178c8f",
"value": "Appointment Confirmation"
}, {
"uid": "4cb9ff5d27474ded918c6918dc443de1",
"value": "Approve Estimate + Schedule Job"
}, {
"uid": "4afeec8c240341529808b32cd660f68c",
"value": "Cancellation"
}, {
"uid": "2d798bd7a71b41299fc497f93cc3f443",
"value": "Create new Job/Estimate"
}, {
"uid": "6ff9d24b4fb5434daa9f51c7995ae817",
"value": "Customer Question"
}, {
"uid": "f823a269f94545e4a875451b4a30fd60",
"value": "Job/Estimate scope change"
}, {
"uid": "aed82c8416b347569ac51c8135bac888",
"value": "Reschedule"
}, {
"uid": "5cbfbbff88394c0f9377d696c275472a",
"value": "Resend Estimate"
}],
"child_nodes": {
"f6d928243b33493990f86bc1b9178c8f": [{
"uid": "a11983cbe78e4d7fade76892a93b0c92",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "f6d928243b33493990f86bc1b9178c8f",
"title": "⚙️ Process",
"note": "Lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to\n\nConfirm Appointment. "
}],
"4cb9ff5d27474ded918c6918dc443de1": [{
"uid": "8b2d6f87704b45bfb07bc57d8c497e68",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "4cb9ff5d27474ded918c6918dc443de1",
"title": "⚙️ Process",
"note": "\"1) Click on customers tab\n2) Search customer by phone, then address, then first and last name\n3) Click in to customer profile, look at Estimates tab for relevant Estimate\n4) Confirm email address and or cell number, update if needed\n5) Click on invoice, resend to customer via email or text\n6) Re-send to customer and ask them to approve via email or text\n7) If customer is unable approve or we receive pushback, we can approve on behalf of customer\n8) Click Copy Estimate to Job\n9) Schedule the job for the according to scheduling specifics\""
}],
"4afeec8c240341529808b32cd660f68c": [{
"uid": "640691bb36e24892819e7a0461e73e2f",
"type": "question",
"question_type": "text",
"answer_type": "custom",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"question": "👩🏻‍💻 REQUIRED SCRIPT :No Problem, Can I ask why you're looking to cancel?",
"parent_answer_id": "4afeec8c240341529808b32cd660f68c",
"reminder": "📝 Note Template",
"answers": []
}, {
"uid": "36823f59463a45f69a3af7694af6ad92",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "4afeec8c240341529808b32cd660f68c",
"title": "⚙️ Process",
"note": "\"Lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to\n\nCancel Appointment. Include notes for cancellation in text to pro\""
}],
"2d798bd7a71b41299fc497f93cc3f443": [{
"uid": "d9acb2af14c9415db545769580620bf3",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "2d798bd7a71b41299fc497f93cc3f443",
"title": "⚙️ Process",
"note": "\"Lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to\n\nAdd Tags:\n1) Job/estimate tags -> HCP Assist\""
}],
"6ff9d24b4fb5434daa9f51c7995ae817": [{
"uid": "df6d62f0c89545c28c6523377eb046e3",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "6ff9d24b4fb5434daa9f51c7995ae817",
"title": "⚙️ Process",
"note": "If needed, lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to"
}, {
"uid": "ba5cf0a5f82a4fb3b2f55f02e33e5c9f",
"type": "question",
"question_type": "text",
"answer_type": "custom",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"question": "What is the customer's question? ",
"parent_answer_id": "6ff9d24b4fb5434daa9f51c7995ae817",
"reminder": "📝 Note Template",
"answers": []
}],
"f823a269f94545e4a875451b4a30fd60": [{
"uid": "a00d2d88d90f4aa2bc47b68494e6693a",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "f823a269f94545e4a875451b4a30fd60",
"title": "⚙️ Process",
"note": "If needed, lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to.\n\nIf applicable, edit the details of the job/estimate"
}, {
"uid": "c6fa70b4ce5f48ce824c7f34e6adbdbe",
"type": "question",
"question_type": "text",
"answer_type": "custom",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"question": "📝 What is the scope change?",
"parent_answer_id": "f823a269f94545e4a875451b4a30fd60",
"reminder": "📝 Note Template \"[Scope was X, changed to Y in 15 words or less]\nLink:\"",
"answers": []
}],
"aed82c8416b347569ac51c8135bac888": [{
"uid": "e47eb3d266d3473fbe794c29b4face63",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "aed82c8416b347569ac51c8135bac888",
"title": "⚙️ Process",
"note": "Lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to\n\nReschedule and confirm new appointment time and date."
}, {
"uid": "af57c572324f49e3b128e11ce762077c",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "aed82c8416b347569ac51c8135bac888",
"title": "👩🏻‍💻 Required Script",
"note": "No problem, when would you like to reschedule?"
}, {
"uid": "38958b26725e46c19d0d2752c7937b3c",
"type": "question",
"question_type": "text",
"answer_type": "custom",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"question": "What is the reason for reschedule?",
"parent_answer_id": "aed82c8416b347569ac51c8135bac888",
"reminder": "📝 Note Template: \"[Reason for reschedule in 10 words or less]\nLink:\"",
"answers": []
}],
"5cbfbbff88394c0f9377d696c275472a": [{
"uid": "72acecf602c243cf9ce2947d1e88227f",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "5cbfbbff88394c0f9377d696c275472a",
"title": "⚙️ Process",
"note": "1) Click on customers search bar on top left \n2) Search customer by Lookup customer by phone, then address, then first and last name\n3) Click in to customer, look at Estimates tab\n4) Confirm email address and or cell number, update if needed\n5) Click on invoice, resend to customer via email or text"
}]
}
}],
"aa560ede5ede46e989bbbe7c6a2ef160": [{
"uid": "c5125a2000704bb29ce914592c3c8bb8",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "aa560ede5ede46e989bbbe7c6a2ef160",
"title": "⚙️ Process",
"note": "first update your outbound call masking to \"________ - Out\""
}, {
"uid": "8972c292901b435f97d59e8480828030",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "aa560ede5ede46e989bbbe7c6a2ef160",
"title": "👩🏻‍💻 Required Script",
"note": "\"Hello, this is ____ from ______ on a recorded line.\""
}],
"06e5374450034ca4a355a782ff59cf41": [{
"uid": "ad00ecc88dd848dab58990bc057f1e4a",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "06e5374450034ca4a355a782ff59cf41",
"title": "👩🏻‍💻 Required Script",
"note": "\"They are in the field at the moment, how can I assist you?\""
}, {
"uid": "cfa933ff583e4197a42d3c4024cdd922",
"type": "question",
"question_type": "single-select",
"answer_type": "custom",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"question": "Is customer insistent that only the owner can help them?",
"parent_answer_id": "06e5374450034ca4a355a782ff59cf41",
"answers": [{
"uid": "88a68fe8c07c4e3d811831ff415c00a2",
"value": "Yes, customer only wants to talk to owner"
}, {
"uid": "42e7d2c2c89746748413736fd86925be",
"value": "No, we are able to help with their request"
}],
"child_nodes": {
"88a68fe8c07c4e3d811831ff415c00a2": [{
"uid": "fadd2b931b564bf0a1afdcd2a8250f89",
"type": "question",
"question_type": "text",
"answer_type": "custom",
"parent_id": "cfa933ff583e4197a42d3c4024cdd922",
"question": "👩🏻‍💻 REQUIRED SCRIPT Can I take a message?",
"parent_answer_id": "88a68fe8c07c4e3d811831ff415c00a2",
"reminder": "📝 Note Template : Message to pro in 15 words or less",
"answers": []
}],
"42e7d2c2c89746748413736fd86925be": [{
"uid": "5a43210a8f164043ad6c1b81bc973510",
"type": "reminder",
"parent_id": "cfa933ff583e4197a42d3c4024cdd922",
"parent_answer_id": "42e7d2c2c89746748413736fd86925be",
"title": "⚙️ PROCESS",
"note": "Proceed to next step"
}]
}
}],
"c5adb498cb754054b4817dc92c8fac32": [{
"uid": "dd1d425dc1e24d7da5150fcfcc8c4c0c",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "c5adb498cb754054b4817dc92c8fac32",
"title": "⚙️ Process",
"note": "Inform management of pro request and ask if call should be marked as non-billable. Don't mark non-billable until approved. "
}],
"37b2e21640e24a7dbdbc2fbc8e3c44a2": [{
"uid": "153f4aff570d4080ad807274a95198f5",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "37b2e21640e24a7dbdbc2fbc8e3c44a2",
"title": "👩🏻‍💻 Required Script",
"note": "\"They are in the field at the moment, how can I assist you?\""
}, {
"uid": "15b4370b5fd743b78b75b6165c698cee",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "37b2e21640e24a7dbdbc2fbc8e3c44a2",
"title": "⚙️ Process",
"note": "If caller asks again for owner, take a message"
}, {
"uid": "7c114ca7fd7944169266d2b9177687e1",
"type": "question",
"question_type": "text",
"answer_type": "custom",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"question": "Can I take a message?",
"parent_answer_id": "37b2e21640e24a7dbdbc2fbc8e3c44a2",
"reminder": "📝 Note Template \"[Message to pro in 15 words or less]\nLink:\"",
"answers": []
}],
"33d8f572afdd4fffa9a040942066a524": [{
"uid": "72b20484a7e54a83950fd5879a4c5eb6",
"type": "question",
"question_type": "single-select",
"answer_type": "custom",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"question": "SPAM Type",
"parent_answer_id": "33d8f572afdd4fffa9a040942066a524",
"answers": [{
"uid": "745186e4a67c4435bf48cee395beb7fb",
"value": "Silent Call"
}, {
"uid": "83c039c6f40d4081a9007e883f167b88",
"value": "Automated"
}, {
"uid": "79fb5ee441424b35a1b6d989742e50ce",
"value": "Human"
}, {
"uid": "92b7f04ddfa24e5e9ba4f0e96cf4db45",
"value": "Unknown"
}],
"child_nodes": {
"745186e4a67c4435bf48cee395beb7fb": [{
"uid": "396ec1a63d0441f9ae682914b06d1a88",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "745186e4a67c4435bf48cee395beb7fb",
"title": "⚙️ Process",
"note": "Wait 5 seconds, then state the script."
}, {
"uid": "6891a9ccd6fd4fd5bfe049a5dc1cb785",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "745186e4a67c4435bf48cee395beb7fb",
"title": "👩🏻‍💻 Required Script",
"note": "\"Unfortunately there is no audio coming through on my end. Please give us a call back.\""
}, {
"uid": "92dffa754b8140689e7042066906aa38",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "745186e4a67c4435bf48cee395beb7fb",
"title": "📝 Note Template [ Copy paste into Private Notes]",
"note": "Silent call, asked customer to call back"
}],
"83c039c6f40d4081a9007e883f167b88": [{
"uid": "44bb4d660bc5475797a11a2fff96e25a",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "83c039c6f40d4081a9007e883f167b88",
"title": "⚙️ Process",
"note": "Unsubscribe if possible, then hang up"
}, {
"uid": "0ddff0f49e224fbab0b1e1e26e8a0c61",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "83c039c6f40d4081a9007e883f167b88",
"title": "📝 Note Template",
"note": "[Leave Blank]"
}],
"79fb5ee441424b35a1b6d989742e50ce": [{
"uid": "18079bc25a204ae8a42fcdea7d73c988",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "79fb5ee441424b35a1b6d989742e50ce",
"title": "⚙️ Process",
"note": "remove us from their calling list."
}, {
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"title": "👩🏻‍💻 Closing script",
"note": " "
}],
"1ed812429436416e99ca6be0999db96d": [{
"uid": "5132add9301147229e50647b11db300e",
"type": "reminder",
"parent_id": "421367e2fcc24f1e90438ad4e5249897",
"parent_answer_id": "1ed812429436416e99ca6be0999db96d",
"title": "👩🏻‍💻 Closing script",
"note": " "
}]
}
}],
"917ef34d1443493f96a5df8991fb1d69": [{
"uid": "0220c3dc64964371b323af2a2d39c418",
"type": "question",
"question_type": "single-select",
"answer_type": "custom",
"parent_id": "437c6efa288b44939214c7e3d86863c6",
"question": "Customer Type",
"parent_answer_id": "917ef34d1443493f96a5df8991fb1d69",
"answers": [{
"uid": "c72f435ed6c4438fb2805a7e3d233491",
"value": "Residential"
}, {
"uid": "63b9a3cdf65649869b8ca629207a6d95",
"value": "Commercial"
}, {
"uid": "185d13d45b88412bb0464072d1f6dcff",
"value": "Home Warranty"
}, {
"uid": "1c6a93b47b2741b8a482c4e955c46749",
"value": "Service Agreement"
}],
"child_nodes": {
"c72f435ed6c4438fb2805a7e3d233491": [{
"uid": "1c4c090ca4c34335aef35d17b8afed14",
"type": "reminder",
"parent_id": "0220c3dc64964371b323af2a2d39c418",
"parent_answer_id": "c72f435ed6c4438fb2805a7e3d233491",
"title": "👩🏻‍💻 Closing script",
"note": " "
}],
"63b9a3cdf65649869b8ca629207a6d95": [{
"uid": "ec42407b5f2f40c7aa62b5cc1748d9d7",
"type": "reminder",
"parent_id": "0220c3dc64964371b323af2a2d39c418",
"parent_answer_id": "63b9a3cdf65649869b8ca629207a6d95",
"title": "👩🏻‍💻 Closing script",
"note": " "
}],
"185d13d45b88412bb0464072d1f6dcff": [{
"uid": "3dafb57bec224e0f9a7dc69883726e83",
"type": "reminder",
"parent_id": "0220c3dc64964371b323af2a2d39c418",
"parent_answer_id": "185d13d45b88412bb0464072d1f6dcff",
"title": "👩🏻‍💻 Closing script",
"note": " "
}],
"1c6a93b47b2741b8a482c4e955c46749": [{
"uid": "beba11dd61194c40bb43e04e10efc824",
"type": "reminder",
"parent_id": "0220c3dc64964371b323af2a2d39c418",
"parent_answer_id": "1c6a93b47b2741b8a482c4e955c46749",
"title": "👩🏻‍💻 Closing script",
"note": " "
}]
}
}]
}
}, {
"uid": "963b570e4b844c268e69cda2da601826",
"type": "question",
"question_type": "text",
"answer_type": "custom",
"question": "**POST CALL: Caller Name (First and Last Name)",
"reminder": "*",
"answers": []
}, {
"uid": "23fb6d13d545453a9d5605661773c700",
"type": "question",
"question_type": "text",
"answer_type": "custom",
"question": "**POST CALL: Callback Phone (If different than the number called in on/if different than the Customer # on profile))",
"reminder": "*",
"answers": []
}, {
"uid": "e32bac01f98548239039a550ad64c5e9",
"type": "question",
"question_type": "single-select",
"answer_type": "custom",
"question": "POST CALL: 📝 Note Template ",
"answers": [{
"uid": "a75e5c0fcf4a4d88a3239ac09eb4321c",
"value": "Appointment Confirmation"
}, {
"uid": "b6fbfc222f484281a390eb637f841d18",
"value": "Bad Contact Info"
}, {
"uid": "4ebf7e1b0cf84446b88bb06162090d35",
"value": "Call Disconnected - Automated SPAM"
}, {
"uid": "2c234e92c1484acfb7c496ab8d55a72a",
"value": "Call Disconnected - HUMAN SPAM"
}, {
"uid": "a02e20b9bd12447582560da0fd242ba0",
"value": "Call Disconnected - Silent Call"
}, {
"uid": "29121b77f8d44751aba562ca64d9f7ed",
"value": "Call Transferred to Pro"
}, {
"uid": "d489f33b350048438ef2b25568054dea",
"value": "Callback Requested"
}, {
"uid": "e2c2e38e9d104911b47d18bd3713c02c",
"value": "Checking on Available Funds"
}, {
"uid": "b4e30afb9d124b85a2315356d0449092",
"value": "Checking with Decision Maker"
}, {
"uid": "4f92ae91e7d94d37850e5d5d428b9d2f",
"value": "Didn't Leave Voicemail"
}, {
"uid": "8c42afb4091c4027964f102d07b9f02c",
"value": "Estimate Scheduled"
}, {
"uid": "8d22e1f1879a4921a698a80d5e2113a4",
"value": "Job Cancelled"
}, {
"uid": "de1cb401bc3c4644992b995358fab3f1",
"value": "Job Rescheduled"
}, {
"uid": "b3c60e7e3fa6476b8318f2f89a136b82",
"value": "Job Scheduled"
}, {
"uid": "b2c2b4bb5fcf4cc39d9702e7c84c6432",
"value": "Job Scope Changed"
}, {
"uid": "6ead9acbd1934fccb392b3415567451e",
"value": "Left Message"
}, {
"uid": "87f5a7371da244c6b064b574bcab75c4",
"value": "Left Voicemail"
}, {
"uid": "09eac8f4df1744f1b7fa742a2cd66715",
"value": "Not in Service Area"
}, {
"uid": "a93c97559542486a80c3f7fa32098840",
"value": "Not Interested - No Need"
}, {
"uid": "cb47dbaa864545b6854a291999f4a352",
"value": "Not Interested - Too Expensive"
}, {
"uid": "3fab45a909844ffc812c4f4607bd6cc4",
"value": "Other"
}, {
"uid": "8f0f3b92fb1144d0884c6e4b920cd3e4",
"value": "Out of Scope"
}, {
"uid": "3afb6c211e974312aeff144cafb1385e",
"value": "Price given over phone"
}, {
"uid": "0a13e717d5774233982dc034ce35467b",
"value": "Requested Opt Out"
}, {
"uid": "59c6bfe7d4eb4cec8c6877af0cea8afb",
"value": "Requesting Sooner Scheduling Date"
}, {
"uid": "6ce2c31215e64244b00abb3b4aec335f",
"value": "Responded to Inquiry"
}, {
"uid": "4e18593ba72540548d6a2e1b04e3cffb",
"value": "Reviewing Information"
}, {
"uid": "530edd769bee4eb988d5ec49bf0c38e4",
"value": "Signed Up"
}, {
"uid": "3c6bd9a6d93540a28582df5ac37fe397",
"value": "Unscheduled Estimate Created"
}, {
"uid": "45d970b743ce4a6eac9c6c32cef3b915",
"value": "Unscheduled Job Created"
}],
"child_nodes": {
"a75e5c0fcf4a4d88a3239ac09eb4321c": [{
"uid": "28b464da5f314b6aa5ae3667f9f3dd94",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "a75e5c0fcf4a4d88a3239ac09eb4321c",
"title": "📝 Note Template",
"note": "Link:"
}],
"b6fbfc222f484281a390eb637f841d18": [{
"uid": "ba84f00e37ef465689880723f4535e50",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "b6fbfc222f484281a390eb637f841d18",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
}],
"4ebf7e1b0cf84446b88bb06162090d35": [{
"uid": "266701ecffdb41748aa76650c829bf07",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "4ebf7e1b0cf84446b88bb06162090d35",
"title": "📝 Note Template",
"note": " [Leave Blank]"
}],
"2c234e92c1484acfb7c496ab8d55a72a": [{
"uid": "cace3e7d23754936ab50c4addc334366",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "2c234e92c1484acfb7c496ab8d55a72a",
"title": "📝 Note Template",
"note": " \"Caller was [CALLER NAME], Asked to unsubscribe \n\nOR\n\nCaller was [CALLER NAME], didn't get opportunity to unsubscribe\""
}],
"a02e20b9bd12447582560da0fd242ba0": [{
"uid": "28cdf78eddb74b788c9526eb9841c99d",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "a02e20b9bd12447582560da0fd242ba0",
"title": "📝 Note Template",
"note": " Silent call, asked customer to call back"
}],
"29121b77f8d44751aba562ca64d9f7ed": [{
"uid": "5682da4ebca4462c9a3893593ba8cb52",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "29121b77f8d44751aba562ca64d9f7ed",
"title": "📝 Note Template",
"note": " \"[Brief description of problem and location of problem in 15 words or less, indication of whether transfer to pro was successful or not]\nLink:\""
}],
"d489f33b350048438ef2b25568054dea": [{
"uid": "d91664e5748148df87198e65404bf230",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "d489f33b350048438ef2b25568054dea",
"title": "📝 Note Template",
"note": " \"[Reason for callback in 15 words or less, send as action required]\nLink:\""
}],
"e2c2e38e9d104911b47d18bd3713c02c": [{
"uid": "4db09834ebfd42ffa4f8c3b0617d60ff",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "e2c2e38e9d104911b47d18bd3713c02c",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
}],
"b4e30afb9d124b85a2315356d0449092": [{
"uid": "56e6e6898b2b4c94bebda35252dc68f3",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "b4e30afb9d124b85a2315356d0449092",
"title": "📝 Note Template",
"note": " \"[Actual price quoted + brief description of problem in 20 words or less]\nLink:\""
}],
"4f92ae91e7d94d37850e5d5d428b9d2f": [{
"uid": "86f341e5a3e64d5ebbc293a3d1e4b86b",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "4f92ae91e7d94d37850e5d5d428b9d2f",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
}],
"8c42afb4091c4027964f102d07b9f02c": [{
"uid": "e31614ee656741e0accd680e21e7360d",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "8c42afb4091c4027964f102d07b9f02c",
"title": "📝 Note Template",
"note": " \"[Brief description of problem and location of problem in 15 words or less] \nLink:\""
}],
"8d22e1f1879a4921a698a80d5e2113a4": [{
"uid": "2114d60187194e89b57ac3e9fca47e63",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "8d22e1f1879a4921a698a80d5e2113a4",
"title": "📝 Note Template",
"note": " \"[Reason for cancel in 10 words or less]\nLink:\""
}],
"de1cb401bc3c4644992b995358fab3f1": [{
"uid": "942e836107af43359c1902d953ea7371",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "de1cb401bc3c4644992b995358fab3f1",
"title": "📝 Note Template",
"note": " \"[Reason for reschedule in 10 words or less]\nLink:\""
}],
"b3c60e7e3fa6476b8318f2f89a136b82": [{
"uid": "b4c70278112248ccbcc596482753f979",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "b3c60e7e3fa6476b8318f2f89a136b82",
"title": "📝 Note Template",
"note": " \"[Brief description of problem and location of problem in 15 words or less] \nLink:\""
}],
"b2c2b4bb5fcf4cc39d9702e7c84c6432": [{
"uid": "771b36bb377a4439a951fd9f5d82bab3",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "b2c2b4bb5fcf4cc39d9702e7c84c6432",
"title": "📝 Note Template",
"note": " \"[Scope was X, changed to Y in 15 words or less]\nLink:\""
}],
"6ead9acbd1934fccb392b3415567451e": [{
"uid": "76c679b26f3c4f47970c15458d0810fc",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "6ead9acbd1934fccb392b3415567451e",
"title": "📝 Note Template",
"note": " \"[Message to pro in 15 words or less]\nLink:\""
}],
"87f5a7371da244c6b064b574bcab75c4": [{
"uid": "d5be1908385949c8996fa622f798d39a",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "87f5a7371da244c6b064b574bcab75c4",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
}],
"09eac8f4df1744f1b7fa742a2cd66715": [{
"uid": "52ba27a7ed424c3596f447d3df5f385e",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "09eac8f4df1744f1b7fa742a2cd66715",
"title": "📝 Note Template",
"note": " \"[Zip code or city where customer lives, indication that this zip or city is not in the Pro's service area]\nLink: \""
}],
"a93c97559542486a80c3f7fa32098840": [{
"uid": "c8cf5b8359a4471881fdfc4bd7b94410",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "a93c97559542486a80c3f7fa32098840",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
}],
"cb47dbaa864545b6854a291999f4a352": [{
"uid": "e2c3a744fd504d68b09572935261c455",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "cb47dbaa864545b6854a291999f4a352",
"title": "📝 Note Template",
"note": " \"[Actual price quoted + price that customer was looking for + brief description of problem in 25 words or less]\nLink:\""
}],
"3fab45a909844ffc812c4f4607bd6cc4": [{
"uid": "73dd4c09564a47f9950b185b77a08669",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "3fab45a909844ffc812c4f4607bd6cc4",
"title": "📝 Note Template",
"note": "[Avoid this call result selection - Double check the available call results to make sure that other is the best choice] "
}],
"8f0f3b92fb1144d0884c6e4b920cd3e4": [{
"uid": "32c975a0d2c147028e4c4d12c98baf60",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "8f0f3b92fb1144d0884c6e4b920cd3e4",
"title": "📝 Note Template",
"note": " \"[Brief description of problem and location of problem, indication that this service is not something the Pro does, in 20 words or less] \nLink:\""
}],
"3afb6c211e974312aeff144cafb1385e": [{
"uid": "66e9ac1912e14257a3c951f0c1edaf0a",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "3afb6c211e974312aeff144cafb1385e",
"title": "📝 Note Template",
"note": " \"[Actual price quoted + brief description of problem in 20 words or less]\nLink:\""
}],
"0a13e717d5774233982dc034ce35467b": [{
"uid": "372b32724518406aaa5497f1f7920693",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "0a13e717d5774233982dc034ce35467b",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only - called customer and they requested to opt out]"
}],
"59c6bfe7d4eb4cec8c6877af0cea8afb": [{
"uid": "7ad0e549a5c0471890b396c76c6ef83d",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "59c6bfe7d4eb4cec8c6877af0cea8afb",
"title": "📝 Note Template",
"note": " \"[Brief description of problem and location of problem in 15 words or less, plus schedule date customer is requesting] \nLink:\""
}],
"6ce2c31215e64244b00abb3b4aec335f": [{
"uid": "6a1bf6fd93644f29bd3b0ae791c25056",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "6ce2c31215e64244b00abb3b4aec335f",
"title": "📝 Note Template",
"note": " \"[What was the inquiry and what was our response in 15 words or less]\nLink:\""
}],
"4e18593ba72540548d6a2e1b04e3cffb": [{
"uid": "3b47e6c10cb24c5eb7f83d93d5f3d9dd",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "4e18593ba72540548d6a2e1b04e3cffb",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
}],
"530edd769bee4eb988d5ec49bf0c38e4": [{
"uid": "b2422c7b701d4f68a188d9eb0f97bafd",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "530edd769bee4eb988d5ec49bf0c38e4",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
}],
"3c6bd9a6d93540a28582df5ac37fe397": [{
"uid": "42a5d31858404f268b628228d8b52f1a",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "3c6bd9a6d93540a28582df5ac37fe397",
"title": "📝 Note Template",
"note": " \"[Brief description of problem and location of problem in 15 words or less, send as action required]\nLink:\""
}],
"45d970b743ce4a6eac9c6c32cef3b915": [{
"uid": "8fa0ac8ae74d403e9d76367df0d305ce",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "45d970b743ce4a6eac9c6c32cef3b915",
"title": "📝 Note Template",
"note": " \"[Brief description of problem and location of problem in 15 words or less, send as action required]\nLink:\""
}]
}
}, {
"uid": "517c3f080912429182fa82005b2e7b27",
"type": "question",
"question_type": "single-select",
"answer_type": "custom",
"question": "** POST CALL: Call Reason [ Required field to disposition call]",
"reminder": "Pick a call reason and Save As Call Notes",
"answers": [{
"uid": "6f7c2ee67cf84b6ab6a126d3be1e232d",
"value": "Appointment Confirmation"
}, {
"uid": "07876233ef244c01a8d502561773a3ec",
"value": "Asking to Schedule"
}, {
"uid": "438ae4721ed54a9a84aefe2d0ca414ca",
"value": "Billing Inquiry"
}, {
"uid": "3ed8e2b96e7740218dbe52cc3e920333",
"value": "Cancellation Request"
}, {
"uid": "ae0085e7a38f457885ba6ce4f4d3b954",
"value": "Existing Job/Estimate Inquiry"
}, {
"uid": "100454140d164079b73be09980d4c274",
"value": "General Inquiry"
}, {
"uid": "7adf8dbc9b7b49bb8b5319309e669365",
"value": "Job Scope Changed"
}, {
"uid": "9a64f8f43d304a2e8056e6691e9ddf0f",
"value": "Message for Pro"
}, {
"uid": "7ed1ccbc9c534f7baf1d555dcc4f5f18",
"value": "Price Shopping"
}, {
"uid": "47452cb4539445248ea81464d7cd497c",
"value": "Requesting Sooner Scheduling Date"
}, {
"uid": "f2ce1fed19a44827a562781958ae9274",
"value": "Reschedule Request"
}, {
"uid": "3d057a6c7c514d0fb902b27aa973d7bd",
"value": "Wrong Number"
}]
}]
}
Raw
History|-4e61f84|entries.json
{"version":1,"resource":"file:///Users/kevinenglish/Projects/housecall-web/spec/fixtures/hcp_assist/request_guide-plumbing-small.json","entries":[{"id":"dwFK.json","timestamp":1655219899913},{"id":"s9pB.json","timestamp":1655219952709}]}
Raw
History|-4e61f84|s9pB.json
{
"request_guide_nodes": [{
"uid": "d86dc7bf08d4429fbe7ad0f320661ff5",
"type": "question",
"question_type": "single-select",
"answer_type": "custom",
"question": "**Call Type",
"answers": [{
"uid": "f47e08ad5b5047de8e3c0865a34b50b1",
"value": "New Customer"
}, {
"uid": "b9d02c407c774d92b20a0f8acd5232f3",
"value": "Existing Customer"
}, {
"uid": "c5adb498cb754054b4817dc92c8fac32",
"value": "Pro"
}, {
"uid": "e42ad90593cb4a7f8e415ea4091833de",
"value": "Vendor"
}, {
"uid": "37b2e21640e24a7dbdbc2fbc8e3c44a2",
"value": "Employee"
}, {
"uid": "06e5374450034ca4a355a782ff59cf41",
"value": "Personal"
}, {
"uid": "33d8f572afdd4fffa9a040942066a524",
"value": "SPAM"
}, {
"uid": "aa560ede5ede46e989bbbe7c6a2ef160",
"value": "Outbound"
}],
"child_nodes": {
"f47e08ad5b5047de8e3c0865a34b50b1": [{
"uid": "749bf613bd3f46ddb8034cc7678c456b",
"type": "question",
"question_type": "text",
"answer_type": "custom",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"question": "👩🏻‍💻 Required Script: How did you hear about us?",
"parent_answer_id": "f47e08ad5b5047de8e3c0865a34b50b1",
"answers": []
}, {
"uid": "d4aa82a216df4f868a1ee453103ac817",
"type": "question",
"question_type": "single-select",
"answer_type": "custom",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"question": "REQUIRED SCRIPT : Is this your home, a business or property you manage?",
"parent_answer_id": "f47e08ad5b5047de8e3c0865a34b50b1",
"answers": [{
"uid": "0c6ca0febccd42ee95f39ecf43ba33e8",
"value": "Home/Residential"
}, {
"uid": "0f78e20a4562465f865243f791190338",
"value": "Business/Commercial"
}, {
"uid": "797808d13d834548a7a175b915bdafbb",
"value": "Property manager"
}, {
"uid": "bebc68545d9c404096726c70fff292fb",
"value": "Home Warranty"
}],
"child_nodes": {
"0f78e20a4562465f865243f791190338": [{
"uid": "3079ab1948f24d6a9cf0237e5734bc76",
"type": "question",
"question_type": "text",
"answer_type": "custom",
"parent_id": "d4aa82a216df4f868a1ee453103ac817",
"question": "Business Name",
"parent_answer_id": "0f78e20a4562465f865243f791190338",
"answers": []
}],
"797808d13d834548a7a175b915bdafbb": [{
"uid": "d6c34c04c2ad4ad694b8c6656025c631",
"type": "question",
"question_type": "text",
"answer_type": "custom",
"parent_id": "d4aa82a216df4f868a1ee453103ac817",
"question": "Business Name",
"parent_answer_id": "797808d13d834548a7a175b915bdafbb",
"answers": []
}],
"0c6ca0febccd42ee95f39ecf43ba33e8": [{
"uid": "a4afa63216c34eb8a12f3eaf9ee1a577",
"type": "reminder",
"parent_id": "d4aa82a216df4f868a1ee453103ac817",
"parent_answer_id": "0c6ca0febccd42ee95f39ecf43ba33e8",
"title": "Pro Does/Doesn't Do",
"note": "[scripting for doesn't do]"
}]
}
}, {
"uid": "56f4512e66c74bad8ab948ec7fcc4365",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "f47e08ad5b5047de8e3c0865a34b50b1",
"title": "⚙️ Complete Customer Intake",
"note": "<--- Jump over and update contact section"
}],
"b9d02c407c774d92b20a0f8acd5232f3": [{
"uid": "7be60124c0974ed3ac669189111be70d",
"type": "question",
"question_type": "single-select",
"answer_type": "custom",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"question": "Call Reason",
"parent_answer_id": "b9d02c407c774d92b20a0f8acd5232f3",
"answers": [{
"uid": "f6d928243b33493990f86bc1b9178c8f",
"value": "Appointment Confirmation"
}, {
"uid": "4cb9ff5d27474ded918c6918dc443de1",
"value": "Approve Estimate + Schedule Job"
}, {
"uid": "4afeec8c240341529808b32cd660f68c",
"value": "Cancellation"
}, {
"uid": "2d798bd7a71b41299fc497f93cc3f443",
"value": "Create new Job/Estimate"
}, {
"uid": "6ff9d24b4fb5434daa9f51c7995ae817",
"value": "Customer Question"
}, {
"uid": "f823a269f94545e4a875451b4a30fd60",
"value": "Job/Estimate scope change"
}, {
"uid": "aed82c8416b347569ac51c8135bac888",
"value": "Reschedule"
}, {
"uid": "5cbfbbff88394c0f9377d696c275472a",
"value": "Resend Estimate"
}],
"child_nodes": {
"f6d928243b33493990f86bc1b9178c8f": [{
"uid": "a11983cbe78e4d7fade76892a93b0c92",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "f6d928243b33493990f86bc1b9178c8f",
"title": "⚙️ Process",
"note": "Lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to\n\nConfirm Appointment. "
}],
"4cb9ff5d27474ded918c6918dc443de1": [{
"uid": "8b2d6f87704b45bfb07bc57d8c497e68",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "4cb9ff5d27474ded918c6918dc443de1",
"title": "⚙️ Process",
"note": "\"1) Click on customers tab\n2) Search customer by phone, then address, then first and last name\n3) Click in to customer profile, look at Estimates tab for relevant Estimate\n4) Confirm email address and or cell number, update if needed\n5) Click on invoice, resend to customer via email or text\n6) Re-send to customer and ask them to approve via email or text\n7) If customer is unable approve or we receive pushback, we can approve on behalf of customer\n8) Click Copy Estimate to Job\n9) Schedule the job for the according to scheduling specifics\""
}],
"4afeec8c240341529808b32cd660f68c": [{
"uid": "640691bb36e24892819e7a0461e73e2f",
"type": "question",
"question_type": "text",
"answer_type": "custom",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"question": "👩🏻‍💻 REQUIRED SCRIPT :No Problem, Can I ask why you're looking to cancel?",
"parent_answer_id": "4afeec8c240341529808b32cd660f68c",
"reminder": "📝 Note Template",
"answers": []
}, {
"uid": "36823f59463a45f69a3af7694af6ad92",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "4afeec8c240341529808b32cd660f68c",
"title": "⚙️ Process",
"note": "\"Lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to\n\nCancel Appointment. Include notes for cancellation in text to pro\""
}],
"2d798bd7a71b41299fc497f93cc3f443": [{
"uid": "d9acb2af14c9415db545769580620bf3",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "2d798bd7a71b41299fc497f93cc3f443",
"title": "⚙️ Process",
"note": "\"Lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to\n\nAdd Tags:\n1) Job/estimate tags -> HCP Assist\""
}],
"6ff9d24b4fb5434daa9f51c7995ae817": [{
"uid": "df6d62f0c89545c28c6523377eb046e3",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "6ff9d24b4fb5434daa9f51c7995ae817",
"title": "⚙️ Process",
"note": "If needed, lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to"
}, {
"uid": "ba5cf0a5f82a4fb3b2f55f02e33e5c9f",
"type": "question",
"question_type": "text",
"answer_type": "custom",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"question": "What is the customer's question? ",
"parent_answer_id": "6ff9d24b4fb5434daa9f51c7995ae817",
"reminder": "📝 Note Template",
"answers": []
}],
"f823a269f94545e4a875451b4a30fd60": [{
"uid": "a00d2d88d90f4aa2bc47b68494e6693a",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "f823a269f94545e4a875451b4a30fd60",
"title": "⚙️ Process",
"note": "If needed, lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to.\n\nIf applicable, edit the details of the job/estimate"
}, {
"uid": "c6fa70b4ce5f48ce824c7f34e6adbdbe",
"type": "question",
"question_type": "text",
"answer_type": "custom",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"question": "📝 What is the scope change?",
"parent_answer_id": "f823a269f94545e4a875451b4a30fd60",
"reminder": "📝 Note Template \"[Scope was X, changed to Y in 15 words or less]\nLink:\"",
"answers": []
}],
"aed82c8416b347569ac51c8135bac888": [{
"uid": "e47eb3d266d3473fbe794c29b4face63",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "aed82c8416b347569ac51c8135bac888",
"title": "⚙️ Process",
"note": "Lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to\n\nReschedule and confirm new appointment time and date."
}, {
"uid": "af57c572324f49e3b128e11ce762077c",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "aed82c8416b347569ac51c8135bac888",
"title": "👩🏻‍💻 Required Script",
"note": "No problem, when would you like to reschedule?"
}, {
"uid": "38958b26725e46c19d0d2752c7937b3c",
"type": "question",
"question_type": "text",
"answer_type": "custom",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"question": "What is the reason for reschedule?",
"parent_answer_id": "aed82c8416b347569ac51c8135bac888",
"reminder": "📝 Note Template: \"[Reason for reschedule in 10 words or less]\nLink:\"",
"answers": []
}],
"5cbfbbff88394c0f9377d696c275472a": [{
"uid": "72acecf602c243cf9ce2947d1e88227f",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "5cbfbbff88394c0f9377d696c275472a",
"title": "⚙️ Process",
"note": "1) Click on customers search bar on top left \n2) Search customer by Lookup customer by phone, then address, then first and last name\n3) Click in to customer, look at Estimates tab\n4) Confirm email address and or cell number, update if needed\n5) Click on invoice, resend to customer via email or text"
}]
}
}],
"aa560ede5ede46e989bbbe7c6a2ef160": [{
"uid": "c5125a2000704bb29ce914592c3c8bb8",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "aa560ede5ede46e989bbbe7c6a2ef160",
"title": "⚙️ Process",
"note": "first update your outbound call masking to \"________ - Out\""
}, {
"uid": "8972c292901b435f97d59e8480828030",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "aa560ede5ede46e989bbbe7c6a2ef160",
"title": "👩🏻‍💻 Required Script",
"note": "\"Hello, this is ____ from ______ on a recorded line.\""
}],
"06e5374450034ca4a355a782ff59cf41": [{
"uid": "ad00ecc88dd848dab58990bc057f1e4a",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "06e5374450034ca4a355a782ff59cf41",
"title": "👩🏻‍💻 Required Script",
"note": "\"They are in the field at the moment, how can I assist you?\""
}, {
"uid": "cfa933ff583e4197a42d3c4024cdd922",
"type": "question",
"question_type": "single-select",
"answer_type": "custom",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"question": "Is customer insistent that only the owner can help them?",
"parent_answer_id": "06e5374450034ca4a355a782ff59cf41",
"answers": [{
"uid": "88a68fe8c07c4e3d811831ff415c00a2",
"value": "Yes, customer only wants to talk to owner"
}, {
"uid": "42e7d2c2c89746748413736fd86925be",
"value": "No, we are able to help with their request"
}],
"child_nodes": {
"88a68fe8c07c4e3d811831ff415c00a2": [{
"uid": "fadd2b931b564bf0a1afdcd2a8250f89",
"type": "question",
"question_type": "text",
"answer_type": "custom",
"parent_id": "cfa933ff583e4197a42d3c4024cdd922",
"question": "👩🏻‍💻 REQUIRED SCRIPT Can I take a message?",
"parent_answer_id": "88a68fe8c07c4e3d811831ff415c00a2",
"reminder": "📝 Note Template : Message to pro in 15 words or less",
"answers": []
}],
"42e7d2c2c89746748413736fd86925be": [{
"uid": "5a43210a8f164043ad6c1b81bc973510",
"type": "reminder",
"parent_id": "cfa933ff583e4197a42d3c4024cdd922",
"parent_answer_id": "42e7d2c2c89746748413736fd86925be",
"title": "⚙️ PROCESS",
"note": "Proceed to next step"
}]
}
}],
"c5adb498cb754054b4817dc92c8fac32": [{
"uid": "dd1d425dc1e24d7da5150fcfcc8c4c0c",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "c5adb498cb754054b4817dc92c8fac32",
"title": "⚙️ Process",
"note": "Inform management of pro request and ask if call should be marked as non-billable. Don't mark non-billable until approved. "
}],
"37b2e21640e24a7dbdbc2fbc8e3c44a2": [{
"uid": "153f4aff570d4080ad807274a95198f5",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "37b2e21640e24a7dbdbc2fbc8e3c44a2",
"title": "👩🏻‍💻 Required Script",
"note": "\"They are in the field at the moment, how can I assist you?\""
}, {
"uid": "15b4370b5fd743b78b75b6165c698cee",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "37b2e21640e24a7dbdbc2fbc8e3c44a2",
"title": "⚙️ Process",
"note": "If caller asks again for owner, take a message"
}, {
"uid": "7c114ca7fd7944169266d2b9177687e1",
"type": "question",
"question_type": "text",
"answer_type": "custom",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"question": "Can I take a message?",
"parent_answer_id": "37b2e21640e24a7dbdbc2fbc8e3c44a2",
"reminder": "📝 Note Template \"[Message to pro in 15 words or less]\nLink:\"",
"answers": []
}],
"33d8f572afdd4fffa9a040942066a524": [{
"uid": "72b20484a7e54a83950fd5879a4c5eb6",
"type": "question",
"question_type": "single-select",
"answer_type": "custom",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"question": "SPAM Type",
"parent_answer_id": "33d8f572afdd4fffa9a040942066a524",
"answers": [{
"uid": "745186e4a67c4435bf48cee395beb7fb",
"value": "Silent Call"
}, {
"uid": "83c039c6f40d4081a9007e883f167b88",
"value": "Automated"
}, {
"uid": "79fb5ee441424b35a1b6d989742e50ce",
"value": "Human"
}, {
"uid": "92b7f04ddfa24e5e9ba4f0e96cf4db45",
"value": "Unknown"
}],
"child_nodes": {
"745186e4a67c4435bf48cee395beb7fb": [{
"uid": "396ec1a63d0441f9ae682914b06d1a88",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "745186e4a67c4435bf48cee395beb7fb",
"title": "⚙️ Process",
"note": "Wait 5 seconds, then state the script."
}, {
"uid": "6891a9ccd6fd4fd5bfe049a5dc1cb785",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "745186e4a67c4435bf48cee395beb7fb",
"title": "👩🏻‍💻 Required Script",
"note": "\"Unfortunately there is no audio coming through on my end. Please give us a call back.\""
}, {
"uid": "92dffa754b8140689e7042066906aa38",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "745186e4a67c4435bf48cee395beb7fb",
"title": "📝 Note Template [ Copy paste into Private Notes]",
"note": "Silent call, asked customer to call back"
}],
"83c039c6f40d4081a9007e883f167b88": [{
"uid": "44bb4d660bc5475797a11a2fff96e25a",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "83c039c6f40d4081a9007e883f167b88",
"title": "⚙️ Process",
"note": "Unsubscribe if possible, then hang up"
}, {
"uid": "0ddff0f49e224fbab0b1e1e26e8a0c61",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "83c039c6f40d4081a9007e883f167b88",
"title": "📝 Note Template",
"note": "[Leave Blank]"
}],
"79fb5ee441424b35a1b6d989742e50ce": [{
"uid": "18079bc25a204ae8a42fcdea7d73c988",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "79fb5ee441424b35a1b6d989742e50ce",
"title": "⚙️ Process",
"note": "remove us from their calling list."
}, {
"uid": "97a81d9c0af54ab08b4a91766c6a38a9",
"type": "question",
"question_type": "single-select",
"answer_type": "custom",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"question": " Were we able to unsubscribe ?",
"parent_answer_id": "79fb5ee441424b35a1b6d989742e50ce",
"reminder": "📝 Note Template",
"answers": [{
"uid": "9e00255fb9f84586a9723ef7b8ea3689",
"value": "Yes, we unsubscribed"
}, {
"uid": "3796fe14cfb140288c2af7a797665713",
"value": "No. we didn't get opportunity to unsubscribe"
}]
}],
"92b7f04ddfa24e5e9ba4f0e96cf4db45": [{
"uid": "2f0215138c3d4195b870d2ff8fcccc47",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "92b7f04ddfa24e5e9ba4f0e96cf4db45",
"title": "👩🏻‍💻 Required Script",
"note": "Wait 5 seconds, then state \"Unfortunately there is no audio coming through on my end. Please call us back, thank you.\""
}, {
"uid": "32d54c209dcb42fe8c45798e5b87ee23",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "92b7f04ddfa24e5e9ba4f0e96cf4db45",
"title": "⚙️ Process",
"note": "Lookup number in Pro's admin to see if it matches a customer, indicate that in the post-call notification to the Pro. "
}]
}
}],
"e42ad90593cb4a7f8e415ea4091833de": [{
"uid": "4b40d152a7e34a3daf3362e071f62110",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "e42ad90593cb4a7f8e415ea4091833de",
"title": "⚙️ Process",
"note": "Approved Vendors: Housecall Pro, ____________\nNon-Approved Vendors: ______________ \n\nIf on Non-Approved Vendors list, mark as spam and request to unsubscribe"
}, {
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Raw
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Raw
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Raw
History|-51c4887c|entries.json
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Raw
History|-529b81fa|eK7X.json
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Raw
History|-529b81fa|entries.json
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Raw
History|-529b81fa|jw1a.json
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Raw
History|-529b81fa|kP7w.json
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Raw
History|-529b81fa|Qrf2.json
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Raw
History|-529b81fa|wot1.json
{\\\"category\\\":\\\"group_channel:message_send\\\",\\\"sender\\\":{\\\"nickname\\\":\\\"HCP Assistant\\\",\\\"user_id\\\":\\\"pro_9e74d69376224de48bc54b6962bdd68d\\\",\\\"profile_url\\\":\\\"https://file-us-1.sendbird.com/profile_images/14bf03ad68d849f1ac10f5b9633fcfa9.png\\\",\\\"metadata\\\":{\\\"organization_id\\\":\\\"12e871c6-e8f6-484d-a203-77cf9a8d996b\\\",\\\"type\\\":\\\"service_pro\\\"}},\\\"silent\\\":false,\\\"custom_type\\\":\\\"\\\",\\\"mention_type\\\":\\\"users\\\",\\\"mentioned_users\\\":[],\\\"app_id\\\":\\\"24216674-1884-4034-92FC-D4F601C1B593\\\",\\\"sender_ip_addr\\\":\\\"24.205.196.181\\\",\\\"members\\\":[{\\\"is_blocking_sender\\\":false,\\\"is_active\\\":true,\\\"is_online\\\":true,\\\"is_hidden\\\":0,\\\"nickname\\\":\\\"HCP Assistant\\\",\\\"is_blocked_by_sender\\\":false,\\\"user_id\\\":\\\"pro_9e74d69376224de48bc54b6962bdd68d\\\",\\\"do_not_disturb\\\":false,\\\"state\\\":\\\"joined\\\",\\\"push_enabled\\\":true,\\\"push_trigger_option\\\":\\\"default\\\",\\\"profile_url\\\":\\\"https://file-us-1.sendbird.com/profile_images/14bf03ad68d849f1ac10f5b9633fcfa9.png\\\",\\\"metadata\\\":{\\\"organization_id\\\":\\\"12e871c6-e8f6-484d-a203-77cf9a8d996b\\\",\\\"type\\\":\\\"service_pro\\\"}},{\\\"is_blocking_sender\\\":false,\\\"is_active\\\":true,\\\"is_online\\\":false,\\\"is_hidden\\\":0,\\\"nickname\\\":\\\"HCP-Assisted Hvac\\\",\\\"is_blocked_by_sender\\\":false,\\\"user_id\\\":\\\"pro_481c6ee132fa400ba4fc0458eadfb2e0\\\",\\\"do_not_disturb\\\":false,\\\"state\\\":\\\"joined\\\",\\\"push_enabled\\\":true,\\\"push_trigger_option\\\":\\\"default\\\",\\\"profile_url\\\":\\\"https://ui-avatars.com/api/?background=EF9159\\\\u0026color=fff\\\\u0026name=HCP-Assisted+Hvac\\\",\\\"metadata\\\":{\\\"organization_id\\\":\\\"12e871c6-e8f6-484d-a203-77cf9a8d996b\\\",\\\"type\\\":\\\"service_pro\\\"}}],\\\"type\\\":\\\"MESG\\\",\\\"payload\\\":{\\\"custom_type\\\":\\\"\\\",\\\"created_at\\\":1652995881023,\\\"translations\\\":{},\\\"message\\\":\\\"Hey Kevin\\\",\\\"data\\\":\\\"\\\",\\\"message_id\\\":1914793102},\\\"channel\\\":{\\\"is_distinct\\\":true,\\\"name\\\":\\\"Group Channel\\\",\\\"custom_type\\\":\\\"employees\\\",\\\"is_ephemeral\\\":false,\\\"channel_url\\\":\\\"sendbird_group_channel_126743296_fe19270a1f9c1ab583e7d792db2898c45a51ed69\\\",\\\"is_public\\\":false,\\\"is_super\\\":false,\\\"data\\\":\\\"\\\",\\\"is_discoverable\\\":false},\\\"sdk\\\":\\\"JavaScript\\\",\\\"webhook\\\":{\\\"category\\\":\\\"group_channel:message_send\\\",\\\"sender\\\":{\\\"nickname\\\":\\\"HCP Assistant\\\",\\\"user_id\\\":\\\"pro_9e74d69376224de48bc54b6962bdd68d\\\",\\\"profile_url\\\":\\\"https://file-us-1.sendbird.com/profile_images/14bf03ad68d849f1ac10f5b9633fcfa9.png\\\",\\\"metadata\\\":{\\\"organization_id\\\":\\\"12e871c6-e8f6-484d-a203-77cf9a8d996b\\\",\\\"type\\\":\\\"service_pro\\\"}},\\\"silent\\\":false,\\\"custom_type\\\":\\\"\\\",\\\"mention_type\\\":\\\"users\\\",\\\"mentioned_users\\\":[],\\\"app_id\\\":\\\"24216674-1884-4034-92FC-D4F601C1B593\\\",\\\"sender_ip_addr\\\":\\\"24.205.196.181\\\",\\\"members\\\":[{\\\"is_blocking_sender\\\":false,\\\"is_active\\\":true,\\\"is_online\\\":true,\\\"is_hidden\\\":0,\\\"nickname\\\":\\\"HCP Assistant\\\",\\\"is_blocked_by_sender\\\":false,\\\"user_id\\\":\\\"pro_9e74d69376224de48bc54b6962bdd68d\\\",\\\"do_not_disturb\\\":false,\\\"state\\\":\\\"joined\\\",\\\"push_enabled\\\":true,\\\"push_trigger_option\\\":\\\"default\\\",\\\"profile_url\\\":\\\"https://file-us-1.sendbird.com/profile_images/14bf03ad68d849f1ac10f5b9633fcfa9.png\\\",\\\"metadata\\\":{\\\"organization_id\\\":\\\"12e871c6-e8f6-484d-a203-77cf9a8d996b\\\",\\\"type\\\":\\\"service_pro\\\"}},{\\\"is_blocking_sender\\\":false,\\\"is_active\\\":true,\\\"is_online\\\":false,\\\"is_hidden\\\":0,\\\"nickname\\\":\\\"HCP-Assisted Hvac\\\",\\\"is_blocked_by_sender\\\":false,\\\"user_id\\\":\\\"pro_481c6ee132fa400ba4fc0458eadfb2e0\\\",\\\"do_not_disturb\\\":false,\\\"state\\\":\\\"joined\\\",\\\"push_enabled\\\":true,\\\"push_trigger_option\\\":\\\"default\\\",\\\"profile_url\\\":\\\"https://ui-avatars.com/api/?background=EF9159\\\\u0026color=fff\\\\u0026name=HCP-Assisted+Hvac\\\",\\\"metadata\\\":{\\\"organization_id\\\":\\\"12e871c6-e8f6-484d-a203-77cf9a8d996b\\\",\\\"type\\\":\\\"service_pro\\\"}}],\\\"type\\\":\\\"MESG\\\",\\\"payload\\\":{\\\"custom_type\\\":\\\"\\\",\\\"created_at\\\":1652995881023,\\\"translations\\\":{},\\\"message\\\":\\\"Hey Kevin\\\",\\\"data\\\":\\\"\\\",\\\"message_id\\\":1914793102},\\\"channel\\\":{\\\"is_distinct\\\":true,\\\"name\\\":\\\"Group Channel\\\",\\\"custom_type\\\":\\\"employees\\\",\\\"is_ephemeral\\\":false,\\\"channel_url\\\":\\\"sendbird_group_channel_126743296_fe19270a1f9c1ab583e7d792db2898c45a51ed69\\\",\\\"is_public\\\":false,\\\"is_super\\\":false,\\\"data\\\":\\\"\\\",\\\"is_discoverable\\\":false},\\\"sdk\\\":\\\"JavaScript\\\"}}
Raw
History|-52dc2579|entries.json
{"version":1,"resource":"file:///Users/kevinenglish/Projects/housecall-web/spec/components/hcp_assist/services/call_log_notification_service_spec.rb","entries":[{"id":"KIw1.rb","timestamp":1654898241449},{"id":"pECL.rb","timestamp":1654898274718},{"id":"XYzQ.rb","timestamp":1654898289000},{"id":"EW9d.rb","timestamp":1654898303495},{"id":"Sicd.rb","timestamp":1654898336046},{"id":"Zskw.rb","timestamp":1654898392088},{"id":"2HSJ.rb","source":"undoRedo.source","timestamp":1654898418447},{"id":"QGHk.rb","source":"undoRedo.source","timestamp":1654898516458},{"id":"vPkR.rb","timestamp":1654898528442},{"id":"5EN3.rb","timestamp":1654898545697},{"id":"0Lvi.rb","timestamp":1654898564472},{"id":"gCET.rb","timestamp":1654898583908},{"id":"gyMA.rb","timestamp":1654898595877},{"id":"WhxT.rb","timestamp":1654898793737},{"id":"lulf.rb","timestamp":1654899477912},{"id":"aepd.rb","timestamp":1654899489336}]}
Raw
History|-53fbaa35|entries.json
{"version":1,"resource":"file:///Users/kevinenglish/Projects/housecall-web/app/components/service_area/use_cases/delete_configuration.rb","entries":[{"id":"VTNV.rb","timestamp":1649086254174}]}
Raw
History|-541aa599|entries.json
{"version":1,"resource":"file:///Users/kevinenglish/Desktop/hcp_assist_request_guide_template-21-0513.json","entries":[{"id":"LJu4.json","timestamp":1652736187058}]}
Raw
History|-541aa599|LJu4.json
{
"request_guide_nodes": [{
"uid": "963b570e4b844c268e69cda2da601826",
"type": "question",
"question_type": "text",
"reminder": "First and Last Name",
"question": "Caller Name ",
"answer_type": "custom",
"answers": []
}, {
"uid": "f90265d278264a6691661e1bd28cf35d",
"type": "question",
"question_type": "text",
"reminder": "Leave blank if residential customer",
"question": "Business Name",
"answer_type": "custom",
"answers": []
}, {
"uid": "23fb6d13d545453a9d5605661773c700",
"type": "question",
"question_type": "text",
"question": "Callback Phone",
"answer_type": "custom",
"answers": [],
"reminder": "If different than the number called in on"
}, {
"uid": "d86dc7bf08d4429fbe7ad0f320661ff5",
"type": "question",
"question_type": "single-select",
"question": "Call Type",
"answer_type": "custom",
"answers": [{
"uid": "f47e08ad5b5047de8e3c0865a34b50b1",
"value": "New Customer"
}, {
"uid": "b9d02c407c774d92b20a0f8acd5232f3",
"value": "Existing Customer"
}, {
"uid": "c5adb498cb754054b4817dc92c8fac32",
"value": "Pro"
}, {
"uid": "e42ad90593cb4a7f8e415ea4091833de",
"value": "Vendor"
}, {
"uid": "37b2e21640e24a7dbdbc2fbc8e3c44a2",
"value": "Employee"
}, {
"uid": "06e5374450034ca4a355a782ff59cf41",
"value": "Personal"
}, {
"uid": "33d8f572afdd4fffa9a040942066a524",
"value": "SPAM"
}, {
"uid": "aa560ede5ede46e989bbbe7c6a2ef160",
"value": "Outbound"
}],
"child_nodes": {
"f47e08ad5b5047de8e3c0865a34b50b1": [{
"uid": "03f80928167d4e71ba9d5f80044c575f",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "f47e08ad5b5047de8e3c0865a34b50b1",
"title": "👩🏻‍💻 Required Script",
"note": "\"How did you hear about us? \""
}, {
"uid": "1454ec4f890d4cb8b47ff1e3e820ae63",
"type": "question",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "f47e08ad5b5047de8e3c0865a34b50b1",
"question_type": "text",
"reminder": "Type in customer response",
"question": "👩🏻‍💻 REQUIRED SCRIPT : Is this your home, a business or property you manage?",
"answer_type": "custom",
"answers": []
}, {
"uid": "8686b32d41ea4060b975075c6873ac3f",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "f47e08ad5b5047de8e3c0865a34b50b1",
"title": "⚙️ Process",
"note": "Fill out customer profile, ensure that customer name matches who the bill is going to\n\nAdd Tags:\n1) Customer tags: -\u003e HCP Assist \u0026 Lead Source\n2) Lead source (if Pro has it) -\u003e Lead source\""
}],
"b9d02c407c774d92b20a0f8acd5232f3": [{
"uid": "7be60124c0974ed3ac669189111be70d",
"type": "question",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "b9d02c407c774d92b20a0f8acd5232f3",
"question_type": "single-select",
"question": "Call Reason",
"answer_type": "custom",
"answers": [{
"uid": "f6d928243b33493990f86bc1b9178c8f",
"value": "Appointment Confirmation"
}, {
"uid": "4cb9ff5d27474ded918c6918dc443de1",
"value": "Approve Estimate + Schedule Job"
}, {
"uid": "4afeec8c240341529808b32cd660f68c",
"value": "Cancellation"
}, {
"uid": "2d798bd7a71b41299fc497f93cc3f443",
"value": "Create new Job/Estimate"
}, {
"uid": "6ff9d24b4fb5434daa9f51c7995ae817",
"value": "Customer Question"
}, {
"uid": "f823a269f94545e4a875451b4a30fd60",
"value": "Job/Estimate scope change"
}, {
"uid": "aed82c8416b347569ac51c8135bac888",
"value": "Reschedule"
}, {
"uid": "5cbfbbff88394c0f9377d696c275472a",
"value": "Resend Estimate"
}],
"child_nodes": {
"f6d928243b33493990f86bc1b9178c8f": [{
"uid": "a11983cbe78e4d7fade76892a93b0c92",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "f6d928243b33493990f86bc1b9178c8f",
"title": "⚙️ Process",
"note": "Lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to\n\nConfirm Appointment. "
}],
"4cb9ff5d27474ded918c6918dc443de1": [{
"uid": "8b2d6f87704b45bfb07bc57d8c497e68",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "4cb9ff5d27474ded918c6918dc443de1",
"title": "⚙️ Process",
"note": "\"1) Click on customers tab\n2) Search customer by phone, then address, then first and last name\n3) Click in to customer profile, look at Estimates tab for relevant Estimate\n4) Confirm email address and or cell number, update if needed\n5) Click on invoice, resend to customer via email or text\n6) Re-send to customer and ask them to approve via email or text\n7) If customer is unable approve or we receive pushback, we can approve on behalf of customer\n8) Click Copy Estimate to Job\n9) Schedule the job for the according to scheduling specifics\""
}],
"4afeec8c240341529808b32cd660f68c": [{
"uid": "640691bb36e24892819e7a0461e73e2f",
"type": "question",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "4afeec8c240341529808b32cd660f68c",
"question_type": "text",
"question": "👩🏻‍💻 REQUIRED SCRIPT :No Problem, Can I ask why you're looking to cancel?",
"answer_type": "custom",
"answers": [],
"reminder": "📝 Note Template"
}, {
"uid": "36823f59463a45f69a3af7694af6ad92",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "4afeec8c240341529808b32cd660f68c",
"title": "⚙️ Process",
"note": "\"Lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to\n\nCancel Appointment. Include notes for cancellation in text to pro\""
}],
"2d798bd7a71b41299fc497f93cc3f443": [{
"uid": "d9acb2af14c9415db545769580620bf3",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "2d798bd7a71b41299fc497f93cc3f443",
"title": "⚙️ Process",
"note": "\"Lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to\n\nAdd Tags:\n1) Job/estimate tags -\u003e HCP Assist\""
}],
"6ff9d24b4fb5434daa9f51c7995ae817": [{
"uid": "df6d62f0c89545c28c6523377eb046e3",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "6ff9d24b4fb5434daa9f51c7995ae817",
"title": "⚙️ Process",
"note": "If needed, lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to"
}, {
"uid": "ba5cf0a5f82a4fb3b2f55f02e33e5c9f",
"type": "question",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "6ff9d24b4fb5434daa9f51c7995ae817",
"question_type": "text",
"reminder": "📝 Note Template",
"question": "What is the customer's question? ",
"answer_type": "custom",
"answers": []
}],
"f823a269f94545e4a875451b4a30fd60": [{
"uid": "a00d2d88d90f4aa2bc47b68494e6693a",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "f823a269f94545e4a875451b4a30fd60",
"title": "⚙️ Process",
"note": "If needed, lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to.\n\nIf applicable, edit the details of the job/estimate"
}, {
"uid": "c6fa70b4ce5f48ce824c7f34e6adbdbe",
"type": "question",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "f823a269f94545e4a875451b4a30fd60",
"question_type": "text",
"reminder": "📝 Note Template \"[Scope was X, changed to Y in 15 words or less]\nLink:\"",
"question": "📝 What is the scope change?",
"answer_type": "custom",
"answers": []
}],
"aed82c8416b347569ac51c8135bac888": [{
"uid": "e47eb3d266d3473fbe794c29b4face63",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "aed82c8416b347569ac51c8135bac888",
"title": "⚙️ Process",
"note": "Lookup customer by phone, then address, then first and last name - confirm existing address, ensure that customer name matches who the bill is going to\n\nReschedule and confirm new appointment time and date."
}, {
"uid": "af57c572324f49e3b128e11ce762077c",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "aed82c8416b347569ac51c8135bac888",
"title": "👩🏻‍💻 Required Script",
"note": "No problem, when would you like to reschedule?"
}, {
"uid": "38958b26725e46c19d0d2752c7937b3c",
"type": "question",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "aed82c8416b347569ac51c8135bac888",
"question_type": "text",
"reminder": "📝 Note Template: \"[Reason for reschedule in 10 words or less]\nLink:\"",
"question": "What is the reason for reschedule?",
"answer_type": "custom",
"answers": []
}],
"5cbfbbff88394c0f9377d696c275472a": [{
"uid": "72acecf602c243cf9ce2947d1e88227f",
"type": "reminder",
"parent_id": "7be60124c0974ed3ac669189111be70d",
"parent_answer_id": "5cbfbbff88394c0f9377d696c275472a",
"title": "⚙️ Process",
"note": "1) Click on customers search bar on top left \n2) Search customer by Lookup customer by phone, then address, then first and last name\n3) Click in to customer, look at Estimates tab\n4) Confirm email address and or cell number, update if needed\n5) Click on invoice, resend to customer via email or text"
}]
}
}],
"aa560ede5ede46e989bbbe7c6a2ef160": [{
"uid": "c5125a2000704bb29ce914592c3c8bb8",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "aa560ede5ede46e989bbbe7c6a2ef160",
"title": "⚙️ Process",
"note": "first update your outbound call masking to \"________ - Out\""
}, {
"uid": "8972c292901b435f97d59e8480828030",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "aa560ede5ede46e989bbbe7c6a2ef160",
"title": "👩🏻‍💻 Required Script",
"note": "\"Hello, this is ____ from ______ on a recorded line.\""
}],
"06e5374450034ca4a355a782ff59cf41": [{
"uid": "ad00ecc88dd848dab58990bc057f1e4a",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "06e5374450034ca4a355a782ff59cf41",
"title": "👩🏻‍💻 Required Script",
"note": "\"They are in the field at the moment, how can I assist you?\""
}, {
"uid": "cfa933ff583e4197a42d3c4024cdd922",
"type": "question",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "06e5374450034ca4a355a782ff59cf41",
"question_type": "single-select",
"question": "Is customer insistent that only the owner can help them?",
"answer_type": "custom",
"answers": [{
"uid": "88a68fe8c07c4e3d811831ff415c00a2",
"value": "Yes, customer only wants to talk to owner"
}, {
"uid": "42e7d2c2c89746748413736fd86925be",
"value": "No, we are able to help with their request"
}],
"child_nodes": {
"88a68fe8c07c4e3d811831ff415c00a2": [{
"uid": "fadd2b931b564bf0a1afdcd2a8250f89",
"type": "question",
"parent_id": "cfa933ff583e4197a42d3c4024cdd922",
"parent_answer_id": "88a68fe8c07c4e3d811831ff415c00a2",
"question_type": "text",
"reminder": "📝 Note Template : Message to pro in 15 words or less",
"question": "👩🏻‍💻 REQUIRED SCRIPT Can I take a message?",
"answer_type": "custom",
"answers": []
}],
"42e7d2c2c89746748413736fd86925be": [{
"uid": "5a43210a8f164043ad6c1b81bc973510",
"type": "reminder",
"parent_id": "cfa933ff583e4197a42d3c4024cdd922",
"parent_answer_id": "42e7d2c2c89746748413736fd86925be",
"title": "⚙️ PROCESS",
"note": "Proceed to next step"
}]
}
}],
"c5adb498cb754054b4817dc92c8fac32": [{
"uid": "dd1d425dc1e24d7da5150fcfcc8c4c0c",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "c5adb498cb754054b4817dc92c8fac32",
"title": "⚙️ Process",
"note": "Inform management of pro request and ask if call should be marked as non-billable. Don't mark non-billable until approved. "
}],
"37b2e21640e24a7dbdbc2fbc8e3c44a2": [{
"uid": "153f4aff570d4080ad807274a95198f5",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "37b2e21640e24a7dbdbc2fbc8e3c44a2",
"title": "👩🏻‍💻 Required Script",
"note": "\"They are in the field at the moment, how can I assist you?\""
}, {
"uid": "15b4370b5fd743b78b75b6165c698cee",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "37b2e21640e24a7dbdbc2fbc8e3c44a2",
"title": "⚙️ Process",
"note": "If caller asks again for owner, take a message"
}, {
"uid": "7c114ca7fd7944169266d2b9177687e1",
"type": "question",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
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"question_type": "text",
"reminder": "📝 Note Template \"[Message to pro in 15 words or less]\nLink:\"",
"question": "Can I take a message?",
"answer_type": "custom",
"answers": []
}],
"33d8f572afdd4fffa9a040942066a524": [{
"uid": "72b20484a7e54a83950fd5879a4c5eb6",
"type": "question",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "33d8f572afdd4fffa9a040942066a524",
"question_type": "single-select",
"question": "SPAM Type",
"answer_type": "custom",
"answers": [{
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"value": "Silent Call"
}, {
"uid": "83c039c6f40d4081a9007e883f167b88",
"value": "Automated"
}, {
"uid": "79fb5ee441424b35a1b6d989742e50ce",
"value": "Human"
}, {
"uid": "92b7f04ddfa24e5e9ba4f0e96cf4db45",
"value": "Unknown"
}],
"child_nodes": {
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"note": "Wait 5 seconds, then state the script."
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"note": "\"Unfortunately there is no audio coming through on my end. Please give us a call back.\""
}, {
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"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "745186e4a67c4435bf48cee395beb7fb",
"title": "📝 Note Template [ Copy paste into Private Notes]",
"note": "Silent call, asked customer to call back"
}],
"83c039c6f40d4081a9007e883f167b88": [{
"uid": "44bb4d660bc5475797a11a2fff96e25a",
"type": "reminder",
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"parent_answer_id": "83c039c6f40d4081a9007e883f167b88",
"title": "⚙️ Process",
"note": "Unsubscribe if possible, then hang up"
}, {
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"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "83c039c6f40d4081a9007e883f167b88",
"title": "📝 Note Template",
"note": "[Leave Blank]"
}],
"79fb5ee441424b35a1b6d989742e50ce": [{
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"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "79fb5ee441424b35a1b6d989742e50ce",
"title": "⚙️ Process",
"note": "remove us from their calling list."
}, {
"uid": "97a81d9c0af54ab08b4a91766c6a38a9",
"type": "question",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "79fb5ee441424b35a1b6d989742e50ce",
"question_type": "single-select",
"question": " Were we able to unsubscribe ?",
"answer_type": "custom",
"answers": [{
"uid": "9e00255fb9f84586a9723ef7b8ea3689",
"value": "Yes, we unsubscribed"
}, {
"uid": "3796fe14cfb140288c2af7a797665713",
"value": "No. we didn't get opportunity to unsubscribe"
}],
"reminder": "📝 Note Template"
}],
"92b7f04ddfa24e5e9ba4f0e96cf4db45": [{
"uid": "2f0215138c3d4195b870d2ff8fcccc47",
"type": "reminder",
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"parent_answer_id": "92b7f04ddfa24e5e9ba4f0e96cf4db45",
"title": "👩🏻‍💻 Required Script",
"note": "Wait 5 seconds, then state \"Unfortunately there is no audio coming through on my end. Please call us back, thank you.\""
}, {
"uid": "32d54c209dcb42fe8c45798e5b87ee23",
"type": "reminder",
"parent_id": "72b20484a7e54a83950fd5879a4c5eb6",
"parent_answer_id": "92b7f04ddfa24e5e9ba4f0e96cf4db45",
"title": "⚙️ Process",
"note": "Lookup number in Pro's admin to see if it matches a customer, indicate that in the post-call notification to the Pro. "
}]
}
}],
"e42ad90593cb4a7f8e415ea4091833de": [{
"uid": "4b40d152a7e34a3daf3362e071f62110",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "e42ad90593cb4a7f8e415ea4091833de",
"title": "⚙️ Process",
"note": "Approved Vendors: Housecall Pro, ____________\nNon-Approved Vendors: ______________ \n\nIf on Non-Approved Vendors list, mark as spam and request to unsubscribe"
}, {
"uid": "08ca0032275241548a9ec95fe3e1845f",
"type": "reminder",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "e42ad90593cb4a7f8e415ea4091833de",
"title": "👩🏻‍💻 Required Script",
"note": "\"They are in the field at the moment, how can I assist you?\""
}, {
"uid": "ba57eadbb73245c5bf8861df439b936b",
"type": "question",
"parent_id": "d86dc7bf08d4429fbe7ad0f320661ff5",
"parent_answer_id": "e42ad90593cb4a7f8e415ea4091833de",
"question_type": "text",
"reminder": "📝 Note Template [Message to pro in 15 words or less]",
"question": "Can I take a message?",
"answer_type": "custom",
"answers": []
}]
}
}, {
"uid": "a768a75bdb734cd0a36b9d6b2fa12024",
"type": "question",
"question_type": "single-select",
"question": "Is the home owner in service area?",
"answer_type": "custom",
"answers": [{
"uid": "705cc868e8f8464db0a191f291b5b8f1",
"value": "Yes"
}, {
"uid": "056e0a64a822469fb3a3dbdfde443279",
"value": "No"
}],
"child_nodes": {
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"parent_answer_id": "056e0a64a822469fb3a3dbdfde443279",
"question_type": "text",
"question": "What was the zipcode/City name?",
"answer_type": "custom",
"answers": []
}, {
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"type": "reminder",
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"parent_answer_id": "056e0a64a822469fb3a3dbdfde443279",
"title": "👩🏻‍💻 Required Script",
"note": "Unfortunately we aren't able to service that area at this time. Thank you for calling _______, have a great day."
}]
}
}, {
"uid": "8cecfd61c5f7401c96bb0d45df7c9010",
"type": "question",
"question_type": "single-select",
"question": "Industry",
"answer_type": "custom",
"answers": [{
"uid": "efe238316a4b4a67801dbebff1b5332e",
"value": "Carpet Cleaning"
}, {
"uid": "7a50b7c4709c480ba86ec791d07af0b3",
"value": "Heating \u0026 Air Conditioning"
}, {
"uid": "e9170eeba7f842ea81451e36f88a8e15",
"value": "Plumbing"
}, {
"uid": "b78291bdbd974139ae97d006e48e8810",
"value": "Home Cleaning"
}, {
"uid": "3bdf0fd13bf047f2994d81780829999d",
"value": "Electrical"
}, {
"uid": "f7b4b3aec39a47cf82a2319da994f68d",
"value": "Window \u0026 Exterior Cleaning"
}, {
"uid": "204649f19c6f453ab8b1204535694e3a",
"value": "Handyman"
}, {
"uid": "a35cfc656bac43f7b47c442eb949733c",
"value": "Landscaping \u0026 Lawn"
}, {
"uid": "82cb516b257d4524930846c6aa4dabe1",
"value": "Appliances"
}, {
"uid": "b288b6c61deb4ed49d0fdce9c28577bb",
"value": "General Contractor"
}, {
"uid": "3b8b73b37cea40349a3b10b8d1bba459",
"value": "Automotive"
}, {
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"value": "Pest Control"
}, {
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"value": "Garage"
}, {
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"value": "Air duct cleaning"
}, {
"uid": "0d628e598b1649e09ec088aa6908c8a5",
"value": "Painting"
}, {
"uid": "6c56ca11a398497fbb8f85dc84cfee65",
"value": "Engineering"
}, {
"uid": "bde4e0e7141a41ea90d3747902e3e4c9",
"value": "Water Heater"
}, {
"uid": "5f7382e1a491497cae755da5c9336a9c",
"value": "Barber"
}, {
"uid": "5b8734f0d4ca4b3baf32e245a1edcbff",
"value": "Franchise (Custom)"
}, {
"uid": "afa4ca1071b3473fbda36960b20434ee",
"value": "Junk Removal"
}, {
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"value": "Air Duct Cleaning"
}, {
"uid": "b47b26c9abcf41e6a074691353bb17fe",
"value": "Chimney Sweep"
}, {
"uid": "34fd006a8afc4c8d94e7552421ac95b2",
"value": "Water Treatment"
}, {
"uid": "bbc138cfe834453199e3917fec633ab7",
"value": "Insulation"
}, {
"uid": "308c030098e34d19995beaadbd4bf476",
"value": "Window Washing"
}, {
"uid": "cf96afa6600144558fc5150d0bfb763e",
"value": "Tile and Grout"
}, {
"uid": "c386378fdc18438c94880414388764f5",
"value": "Pool Repair"
}, {
"uid": "70ca7623eb2147558465fa7138d8b931",
"value": "Moving"
}, {
"uid": "344c313e42594dc886c7696fd46a3155",
"value": "Home Security"
}, {
"uid": "88ab422011374d59bb32378f49089f74",
"value": "Gutters"
}, {
"uid": "964099c7f2a645d298238d56f9bee356",
"value": "Golf cart repair"
}, {
"uid": "99b17865d323425d9cd55410dc0b33ab",
"value": "Stump Removal"
}, {
"uid": "47c9b1bb224d4870972d9cc7c964c69e",
"value": "Sprinklers"
}, {
"uid": "4b24e008889d4cebb7322fdf31be68dd",
"value": "Pest Control"
}, {
"uid": "96202cd527314933a156f057dccebb3d",
"value": "Fencing"
}, {
"uid": "7d9c1e53f7694b28abc2d5b68acd7b1c",
"value": "Bathtub Refinishing"
}],
"child_nodes": {
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"parent_answer_id": "ac60c9b90e524360a0106b09622199eb",
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"question": "Customer Type",
"answer_type": "custom",
"answers": [{
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"value": "Residential"
}, {
"uid": "5464652217644c80934237e9f5a47b68",
"value": "Commercial"
}, {
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"value": "Home Warranty"
}, {
"uid": "77f3752e52054ceb87e4abf88b36b111",
"value": "Service Agreement "
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"child_nodes": {
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"parent_id": "6fe85529fdb54ceba2ae10027487e34a",
"parent_answer_id": "4f41265d372d42bc88af7538bfebaa0e",
"title": "ℹ️ Does the Pro service this customer type?",
"note": "Yes/No"
}, {
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"type": "reminder",
"parent_id": "6fe85529fdb54ceba2ae10027487e34a",
"parent_answer_id": "4f41265d372d42bc88af7538bfebaa0e",
"title": "👩🏻‍💻 Required Script [Use only if Pro does not service this customer Type]",
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}, {
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"type": "question",
"parent_id": "6fe85529fdb54ceba2ae10027487e34a",
"parent_answer_id": "4f41265d372d42bc88af7538bfebaa0e",
"question_type": "single-select",
"question": "What is the primary service ?",
"answer_type": "custom",
"answers": [{
"uid": "c0388eb6644b4a748f0e87318add11b6",
"value": "Garage Door Opener Chain"
}, {
"uid": "b5548fa8aa2c400f99178dfe4ba2ea61",
"value": "Garage Door Opener"
}, {
"uid": "4f6d1325179b4c51973517512f5150f7",
"value": "Garage Door Keypad (On outside of garage)"
}, {
"uid": "3d05ac2ebb0e41bc8ad5a84fe0151877",
"value": "Garage Door Remote / Clicker"
}, {
"uid": "b95da6a55df049c99138d292bdd2cef0",
"value": "Garage Door Sensor"
}, {
"uid": "b6b4d82fa0a4476bb035c9a586d5e4b0",
"value": "Garage Door Track"
}, {
"uid": "203ddf68e48a48f9a4b4f95c292e68af",
"value": "Garage Door Weatherstripping"
}, {
"uid": "01adb92da8c04322a36c10a18c2a578f",
"value": "Garage Doors"
}, {
"uid": "e78eb56de9684aadacadb509b4781746",
"value": "Springs"
}, {
"uid": "198f7f97e27d460f9e66c4d53a56b80c",
"value": "Wall Mounted Garage Door Opener (inside garage)"
}, {
"uid": "b488d745164741cdb8770a0fab829b97",
"value": "Ω - None of the Above"
}],
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"question": "👩🏻‍💻 Required Script: Can you tell me more about the issue you are having with________?",
"answer_type": "custom",
"answers": [{
"uid": "597a1dd8ffb4490a8275d21d0eafce52",
"value": "Install New"
}, {
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"value": "Troubleshooting / Repair"
}, {
"uid": "508790cc065a402e9eeb75623e45ecf0",
"value": "Door Goes Down then Comes Right Back Up"
}, {
"uid": "07e25fed5b594ab4b3747c2ef372ea2c",
"value": "Door Won't Go Up or Down (Emergency - Example: Car Stuck Inside)"
}, {
"uid": "4062af10d50747aabbc8cf9e041d7fe5",
"value": "Door Won't Go Up or Down (Non-Emergency)"
}, {
"uid": "d2a4413326c5408f8c7b320b1bf51bfd",
"value": "Install New - Custom Door"
}, {
"uid": "7c75faf6e9754e388b27b9e816965261",
"value": "Install New - Standard 16ftX7FT Insulated double door"
}, {
"uid": "a083992683634bb59530457ea72c9ea0",
"value": "Install New - Standard 16ftX7FT non-insulated double door"
}, {
"uid": "51123510dfa34008a0af5d110e1414e0",
"value": "Install New - Standard 8ftX7ft single insulated door"
}, {
"uid": "966576de2c6047628ef0540e1af3b0d0",
"value": "Install New - Standard 8ftX7ft single non-insulated door"
}, {
"uid": "0804d22d2f344805af8346176417fa74",
"value": "Other Troubleshooting / Repair"
}, {
"uid": "35c4fb31e9e34bd797f57b2719a9f708",
"value": "Replace"
}, {
"uid": "7c5b73e64c4049bb8d98f4e92562deba",
"value": "N/A"
}],
"child_nodes": {
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"parent_id": "a81e106f103c4cd8a5b431525378004c",
"parent_answer_id": "597a1dd8ffb4490a8275d21d0eafce52",
"title": "ℹ️ Does the Pro do this type of service?",
"note": "Yes/No"
}, {
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"type": "reminder",
"parent_id": "a81e106f103c4cd8a5b431525378004c",
"parent_answer_id": "597a1dd8ffb4490a8275d21d0eafce52",
"title": "👩🏻‍💻 Required Script",
"note": "We can definitely help you with that/Unfortunately we don't provide that service at this time, but we do provide a number of other services such as _____."
}, {
"uid": "25de15db8b344313b0aa0fb0b525dfca",
"type": "question",
"parent_id": "a81e106f103c4cd8a5b431525378004c",
"parent_answer_id": "597a1dd8ffb4490a8275d21d0eafce52",
"question_type": "text",
"reminder": "Type in customer response",
"question": "Troubleshooting question #1",
"answer_type": "custom",
"answers": []
}, {
"uid": "358862ff19d6474bb744bc05596098d6",
"type": "question",
"parent_id": "a81e106f103c4cd8a5b431525378004c",
"parent_answer_id": "597a1dd8ffb4490a8275d21d0eafce52",
"question_type": "text",
"reminder": "Type in customer response",
"question": "Troubleshooting question #2",
"answer_type": "custom",
"answers": []
}, {
"uid": "9cac2ce998d2418fa1c450c5fc604277",
"type": "reminder",
"parent_id": "a81e106f103c4cd8a5b431525378004c",
"parent_answer_id": "597a1dd8ffb4490a8275d21d0eafce52",
"title": "🤔 FAQ #1",
"note": " "
}, {
"uid": "e5d386658b204dfd897fbea863689135",
"type": "reminder",
"parent_id": "a81e106f103c4cd8a5b431525378004c",
"parent_answer_id": "597a1dd8ffb4490a8275d21d0eafce52",
"title": "🤔 FAQ #2",
"note": " "
}, {
"uid": "73dcbc1a9d36462f81417f6f36dcc93e",
"type": "question",
"parent_id": "a81e106f103c4cd8a5b431525378004c",
"parent_answer_id": "597a1dd8ffb4490a8275d21d0eafce52",
"question_type": "single-select",
"question": " 👩🏻‍💻 Required Script: When are you looking to get on the schedule?",
"answer_type": "custom",
"answers": [{
"uid": "ecdeadbb8f3342b6a983a5c5217a13be",
"value": "Business Hours"
}, {
"uid": "f4ca918e517947e4b4d04be5f6d90804",
"value": "After Hours"
}],
"child_nodes": {
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"type": "reminder",
"parent_id": "73dcbc1a9d36462f81417f6f36dcc93e",
"parent_answer_id": "ecdeadbb8f3342b6a983a5c5217a13be",
"title": "⚙️ Line Item [ Use this line item from Price book]",
"note": " "
}, {
"uid": "675a6d032fa14a40b34e67c8d0a934ec",
"type": "reminder",
"parent_id": "73dcbc1a9d36462f81417f6f36dcc93e",
"parent_answer_id": "ecdeadbb8f3342b6a983a5c5217a13be",
"title": "📆 What to schedule?",
"note": " "
}, {
"uid": "3a55e2a00b1f439584304a7f928aa7b2",
"type": "reminder",
"parent_id": "73dcbc1a9d36462f81417f6f36dcc93e",
"parent_answer_id": "ecdeadbb8f3342b6a983a5c5217a13be",
"title": "📆 How long to schedule?",
"note": " "
}],
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"parent_answer_id": "f4ca918e517947e4b4d04be5f6d90804",
"title": "⚙️ Line Item [ Use this line item from Price book]",
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}
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"question": "Hours?",
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}, {
"uid": "7eecb522199e4983bc2baa6add2411c2",
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"uid": "a75e5c0fcf4a4d88a3239ac09eb4321c",
"value": "Appointment Confirmation"
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"value": "Bad Contact Info"
}, {
"uid": "4ebf7e1b0cf84446b88bb06162090d35",
"value": "Call Disconnected - Automated SPAM"
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"uid": "2c234e92c1484acfb7c496ab8d55a72a",
"value": "Call Disconnected - HUMAN SPAM"
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"value": "Call Disconnected - Silent Call"
}, {
"uid": "29121b77f8d44751aba562ca64d9f7ed",
"value": "Call Transferred to Pro"
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"value": "Callback Requested"
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"value": "Job Rescheduled"
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"uid": "b3c60e7e3fa6476b8318f2f89a136b82",
"value": "Job Scheduled"
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"value": "Left Message"
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"uid": "cb47dbaa864545b6854a291999f4a352",
"value": "Not Interested - Too Expensive"
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"value": "Other"
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"value": "Price given over phone"
}, {
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"value": "Requested Opt Out"
}, {
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"value": "Requesting Sooner Scheduling Date"
}, {
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"value": "Responded to Inquiry"
}, {
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"value": "Reviewing Information"
}, {
"uid": "530edd769bee4eb988d5ec49bf0c38e4",
"value": "Signed Up"
}, {
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"value": "Unscheduled Estimate Created"
}, {
"uid": "45d970b743ce4a6eac9c6c32cef3b915",
"value": "Unscheduled Job Created"
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"parent_id": "e32bac01f98548239039a550ad64c5e9",
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"note": " [Leave Blank]"
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"title": "📝 Note Template",
"note": " \"Caller was [CALLER NAME], Asked to unsubscribe \n\nOR\n\nCaller was [CALLER NAME], didn't get opportunity to unsubscribe\""
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"note": " \"[Reason for callback in 15 words or less, send as action required]\nLink:\""
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"uid": "4db09834ebfd42ffa4f8c3b0617d60ff",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
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"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
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"uid": "86f341e5a3e64d5ebbc293a3d1e4b86b",
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"parent_answer_id": "4f92ae91e7d94d37850e5d5d428b9d2f",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
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"8c42afb4091c4027964f102d07b9f02c": [{
"uid": "e31614ee656741e0accd680e21e7360d",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "8c42afb4091c4027964f102d07b9f02c",
"title": "📝 Note Template",
"note": " \"[Brief description of problem and location of problem in 15 words or less] \nLink:\""
}],
"8d22e1f1879a4921a698a80d5e2113a4": [{
"uid": "2114d60187194e89b57ac3e9fca47e63",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "8d22e1f1879a4921a698a80d5e2113a4",
"title": "📝 Note Template",
"note": " \"[Reason for cancel in 10 words or less]\nLink:\""
}],
"de1cb401bc3c4644992b995358fab3f1": [{
"uid": "942e836107af43359c1902d953ea7371",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "de1cb401bc3c4644992b995358fab3f1",
"title": "📝 Note Template",
"note": " \"[Reason for reschedule in 10 words or less]\nLink:\""
}],
"b3c60e7e3fa6476b8318f2f89a136b82": [{
"uid": "b4c70278112248ccbcc596482753f979",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "b3c60e7e3fa6476b8318f2f89a136b82",
"title": "📝 Note Template",
"note": " \"[Brief description of problem and location of problem in 15 words or less] \nLink:\""
}],
"b2c2b4bb5fcf4cc39d9702e7c84c6432": [{
"uid": "771b36bb377a4439a951fd9f5d82bab3",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "b2c2b4bb5fcf4cc39d9702e7c84c6432",
"title": "📝 Note Template",
"note": " \"[Scope was X, changed to Y in 15 words or less]\nLink:\""
}],
"6ead9acbd1934fccb392b3415567451e": [{
"uid": "76c679b26f3c4f47970c15458d0810fc",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "6ead9acbd1934fccb392b3415567451e",
"title": "📝 Note Template",
"note": " \"[Message to pro in 15 words or less]\nLink:\""
}],
"87f5a7371da244c6b064b574bcab75c4": [{
"uid": "d5be1908385949c8996fa622f798d39a",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "87f5a7371da244c6b064b574bcab75c4",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
}],
"09eac8f4df1744f1b7fa742a2cd66715": [{
"uid": "52ba27a7ed424c3596f447d3df5f385e",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "09eac8f4df1744f1b7fa742a2cd66715",
"title": "📝 Note Template",
"note": " \"[Zip code or city where customer lives, indication that this zip or city is not in the Pro's service area]\nLink: \""
}],
"a93c97559542486a80c3f7fa32098840": [{
"uid": "c8cf5b8359a4471881fdfc4bd7b94410",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "a93c97559542486a80c3f7fa32098840",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
}],
"cb47dbaa864545b6854a291999f4a352": [{
"uid": "e2c3a744fd504d68b09572935261c455",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "cb47dbaa864545b6854a291999f4a352",
"title": "📝 Note Template",
"note": " \"[Actual price quoted + price that customer was looking for + brief description of problem in 25 words or less]\nLink:\""
}],
"3fab45a909844ffc812c4f4607bd6cc4": [{
"uid": "73dd4c09564a47f9950b185b77a08669",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "3fab45a909844ffc812c4f4607bd6cc4",
"title": "📝 Note Template",
"note": "[Avoid this call result selection - Double check the available call results to make sure that other is the best choice] "
}],
"8f0f3b92fb1144d0884c6e4b920cd3e4": [{
"uid": "32c975a0d2c147028e4c4d12c98baf60",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "8f0f3b92fb1144d0884c6e4b920cd3e4",
"title": "📝 Note Template",
"note": " \"[Brief description of problem and location of problem, indication that this service is not something the Pro does, in 20 words or less] \nLink:\""
}],
"3afb6c211e974312aeff144cafb1385e": [{
"uid": "66e9ac1912e14257a3c951f0c1edaf0a",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "3afb6c211e974312aeff144cafb1385e",
"title": "📝 Note Template",
"note": " \"[Actual price quoted + brief description of problem in 20 words or less]\nLink:\""
}],
"0a13e717d5774233982dc034ce35467b": [{
"uid": "372b32724518406aaa5497f1f7920693",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "0a13e717d5774233982dc034ce35467b",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only - called customer and they requested to opt out]"
}],
"59c6bfe7d4eb4cec8c6877af0cea8afb": [{
"uid": "7ad0e549a5c0471890b396c76c6ef83d",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "59c6bfe7d4eb4cec8c6877af0cea8afb",
"title": "📝 Note Template",
"note": " \"[Brief description of problem and location of problem in 15 words or less, plus schedule date customer is requesting] \nLink:\""
}],
"6ce2c31215e64244b00abb3b4aec335f": [{
"uid": "6a1bf6fd93644f29bd3b0ae791c25056",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "6ce2c31215e64244b00abb3b4aec335f",
"title": "📝 Note Template",
"note": " \"[What was the inquiry and what was our response in 15 words or less]\nLink:\""
}],
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"uid": "3b47e6c10cb24c5eb7f83d93d5f3d9dd",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "4e18593ba72540548d6a2e1b04e3cffb",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
}],
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"uid": "b2422c7b701d4f68a188d9eb0f97bafd",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "530edd769bee4eb988d5ec49bf0c38e4",
"title": "📝 Note Template",
"note": " [OUTBOUND calls only]"
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"uid": "42a5d31858404f268b628228d8b52f1a",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "3c6bd9a6d93540a28582df5ac37fe397",
"title": "📝 Note Template",
"note": " \"[Brief description of problem and location of problem in 15 words or less, send as action required]\nLink:\""
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"uid": "8fa0ac8ae74d403e9d76367df0d305ce",
"type": "reminder",
"parent_id": "e32bac01f98548239039a550ad64c5e9",
"parent_answer_id": "45d970b743ce4a6eac9c6c32cef3b915",
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History|-5c73e55f|8aGU.json
{
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"type": "question",
"question_type": "single-select",
"answer_type": "custom",
"question": "Is the property residential or commercial?",
"answers": [{
"uid": "fa6d130eaded4a30972fdbd731f0abb6",
"value": "Residential"
}, {
"uid": "641b05f783ca4fc8b3f2c460afe23042",
"value": "Commercial"
}]
}, {
"uid": "db5b4eb0b36945f4ba1845a138e5ec9d",
"type": "question",
"question_type": "single-select",
"answer_type": "custom",
"question": "What is the approximate age of the property?",
"answers": [{
"uid": "8ccc2f6b9b1248a99f0229eb5640a125",
"value": "Less than 5 years old"
}, {
"uid": "b47cf33cb81a4ac09b0df968496de569",
"value": "6 to 10 years old"
}, {
"uid": "cd4bb45bacd74a8ca2ad23a7584c36b5",
"value": "11 to 20 years old"
}, {
"uid": "6087b1a99fd4473bab325b42f1ba51ea",
"value": "21 to 50 years old"
}, {
"uid": "34da58d78b2c47699baafcbaa911e01e",
"value": "Over 50 years old"
}, {
"uid": "f1bb4024251a4c0ab15bfba2c0c4dc56",
"value": "Not sure"
}]
}, {
"uid": "1c8b0ada86344801b1ddf395dd3f68db",
"type": "question",
"question_type": "single-select",
"answer_type": "custom",
"question": "Do you own or rent the property?",
"answers": [{
"uid": "7f170f1f2212416ea42f37e3444336c3",
"value": "Own"
}, {
"uid": "63d2390e128e40f487dda49a0f0f567b",
"value": "Rent"
}]
}, {
"uid": "09af124651a944c1aea66622cd90bd14",
"type": "question",
"question_type": "single-select",
"answer_type": "industries",
"question": "What type of work do you need done?",
"answers": [{
"uid": "pbinda9321a49f8c64856a3ed73db258653d5",
"value": "Plumbing"
}, {
"uid": "pbind58acadb0dffd4f19ae60844208cac895",
"value": "Heating & Air Conditioning"
}],
"child_nodes": {
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"uid": "fecd51cc764f4a1abad4eaf9e5c995fa",
"type": "question",
"question_type": "single-select",
"answer_type": "custom",
"parent_id": "09af124651a944c1aea66622cd90bd14",
"question": "What type of plumbing work do you need done?",
"parent_answer_id": "pbinda9321a49f8c64856a3ed73db258653d5",
"answers": [{
"uid": "78b6c20876664fb1a785bcfbdd18bc1c",
"value": "Interior water leak"
}, {
"uid": "ecec5b0fe1bc4911a782b31107d4bfed",
"value": "Exterior water leak"
}, {
"uid": "e886f278580a429c8fd93601fd01da34",
"value": "Drain stoppage"
}, {
"uid": "7547bf2c8aa94f04ba6eccffbf707262",
"value": "Sewer smell"
}, {
"uid": "80e7834c3d0441979a1efc19f37e7844",
"value": "No hot water"
}, {
"uid": "d5780562d1cb482fb24cfcde87f1e1dc",
"value": "Dishwasher"
}, {
"uid": "7b74728e73384438a6e4f88d351a1ab5",
"value": "Refrigerator or Ice Maker"
}, {
"uid": "291609eb490b4ea8bf150e7d0ac9a45b",
"value": "Washer or Dryer"
}, {
"uid": "0b11269171814c6784b8fa4171827ac2",
"value": "Garbage disposal"
}, {
"uid": "e72df45cd1694c15b7fcff937298ea46",
"value": "Shower/Tub"
}, {
"uid": "38dc48e5c00c4535b1c0817912e66b54",
"value": "Toilet"
}, {
"uid": "d50d9a638aa847b4b6d1cf4e2fa4fca3",
"value": "Outdoor plumbing"
}, {
"uid": "d066fda86785410a802b22c9421e14f6",
"value": "Remodeling"
}, {
"uid": "18c57deb3de24b57a30683e3ca5e74fd",
"value": "Water heater"
}, {
"uid": "5e5be074311a455ab611e751e4eb55f7",
"value": "Other"
}]
}, {
"uid": "735eb0437226488aa3b8556ef8679699",
"type": "question",
"question_type": "single-select",
"answer_type": "service-types",
"parent_id": "09af124651a944c1aea66622cd90bd14",
"question": "What type of service do you need done?",
"parent_answer_id": "pbinda9321a49f8c64856a3ed73db258653d5",
"answers": [{
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"value": "Install"
}, {
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"value": "Repair"
}, {
"uid": "032379c1e6284fc28f29705f0a1d2f1b",
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"value": "Diagnosis"
}, {
"uid": "b3a2526c6a994a658d7bc4e764a3646e",
"value": "Get a Quote"
}]
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"uid": "0c346810c563414e8b2b460984e288ff",
"type": "question",
"question_type": "single-select",
"answer_type": "custom",
"parent_id": "09af124651a944c1aea66622cd90bd14",
"question": "What kind of work do you need help with?",
"parent_answer_id": "pbind58acadb0dffd4f19ae60844208cac895",
"answers": [{
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"value": "Air conditioning & cooling "
}, {
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"value": "Furnace & Central heating"
}, {
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"value": "Water heaters"
}, {
"uid": "0dd2d1065c20441bb9c16557fb1a4116",
"value": "Boilers or radiator heating system"
}, {
"uid": "2ed22fc291a0428c9b69e92dd88f7748",
"value": "Ducts & vents"
}, {
"uid": "15465fbb764c4de4b6a3b76ed7c9a0e5",
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}, {
"uid": "aebe4c97a0954db7a72552dd1e7f75a3",
"value": "Fans"
}, {
"uid": "51c409392cfb46d29259d5296a47b83f",
"value": "Fireplaces, inserts, stoves & barbecues"
}, {
"uid": "033b4a25ebc648a28814e0108d383140",
"value": "Water or fuel tank"
}, {
"uid": "510814558a6e4dd8980dc93c43e8936d",
"value": "Insulation"
}, {
"uid": "07941f5996004f46aaf573321f37dcc0",
"value": "Thermostat & accessories"
}, {
"uid": "5676c671dc2a4d9c96202c08ca8a50d0",
"value": "Indoor air quality"
}, {
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"value": "Other HVAC services"
}]
}, {
"uid": "9cba94e41f174166bd15256c5ad87689",
"type": "question",
"question_type": "single-select",
"answer_type": "custom",
"parent_id": "09af124651a944c1aea66622cd90bd14",
"question": "What is your specific concern?",
"parent_answer_id": "pbind58acadb0dffd4f19ae60844208cac895",
"answers": [{
"uid": "d0f556c596b442b9b1b6e27f0280a0cd",
"value": "No air flow"
}, {
"uid": "978b57b0bf654e70bf82786d2a78b5f5",
"value": "Unit is making noise"
}, {
"uid": "8e36d7e380f7446791b44ca26ad36cbe",
"value": "Unit has a smell"
}, {
"uid": "543d50d05990409c853580ffce498c47",
"value": "Thermostat issue"
}, {
"uid": "5af49bab29524ceaae41e39c6d94ffcf",
"value": "Unit is not heating or cooling properly"
}, {
"uid": "4d1efa92602d458d8548c4f5b3bb0187",
"value": "Other"
}]
}, {
"uid": "755e47886c974b77a037b36c62884212",
"type": "question",
"question_type": "single-select",
"answer_type": "service-types",
"parent_id": "09af124651a944c1aea66622cd90bd14",
"question": "What type of service do you need done? ",
"parent_answer_id": "pbind58acadb0dffd4f19ae60844208cac895",
"answers": [{
"uid": "df7dcdcb1ab54d37aacfe06c7f318f15",
"value": "Install"
}, {
"uid": "9d11548fb1a9444690fe48ed451f72ee",
"value": "Repair"
}, {
"uid": "09377f91abe045029d07a20fd080a910",
"value": "Maintenance"
}, {
"uid": "daf0044ea86e48cba5252a8b7522d357",
"value": "Cleaning"
}, {
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"value": "Diagnosis"
}, {
"uid": "890a80ae810e4010baed8c8b91a5289a",
"value": "Get a Quote"
}]
}]
}
}, {
"uid": "5b9f8d1e64d8480099ccb0b4443be88f",
"type": "question",
"question_type": "text",
"answer_type": "custom",
"question": "Tell us more about your issue",
"answers": []
}, {
"uid": "80c62432432b4e74a1be9e3702f8fab2",
"type": "question",
"question_type": "single-select",
"answer_type": "custom",
"question": "Choose the appropriate status for this project:",
"answers": [{
"uid": "b413d9f4efe44f50b5ebcbc5ecd8db76",
"value": "Ready to Hire"
}, {
"uid": "82c73a6ea11940adb88e643530aa9ca5",
"value": "Planning and Budgeting"
}]
}, {
"uid": "e1e34ba318d2441e82394a406204c516",
"type": "question",
"question_type": "single-select",
"answer_type": "custom",
"question": "When would you like this request to be completed?",
"answers": [{
"uid": "41eaa97184374e129064863fff1968d4",
"value": "Emergency"
}, {
"uid": "99619d3d0e9d4147a0949588e48c81be",
"value": "As soon as possible"
}, {
"uid": "adfca189281f4674a44f5ea691e87407",
"value": "Within 1 week"
}, {
"uid": "1b268331c51c4f0c8031303d312a7602",
"value": "1-2 weeks"
}, {
"uid": "acfeaf4a71dd4082a43063f3ec0f7717",
"value": "More than 2 weeks"
}, {
"uid": "84e513df736142489f50e0bb51631561",
"value": "Timing is flexible"
}]
}, {
"uid": "48d3b0aaea9c4dbead91b8bb3baefe5a",
"type": "question",
"question_type": "single-select",
"answer_type": "custom",
"question": "Is this request covered by an insurance claim?",
"answers": [{
"uid": "46cc3360aca5408caf54c1a2ec15be1d",
"value": "Yes"
}, {
"uid": "69f06e07d08e4dcb89f17b8290960355",
"value": "No"
}]
}]
}
Raw
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Raw
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Raw
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"uid": "d86dc7bf08d4429fbe7ad0f320661ff5",
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