For local and home service companies

How to answer a missed call and chase an open quote from the truck

4 fill in templates for the messages you send between jobs, plus a list of questions to hand to a person.

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Reply to a missed call on the channel the customer used, and ask for the address and a photo in that first message. Check in on an open quote at an interval you choose. Leave price questions and complaints for a person.

The kit

4 templates

TemplateWhen to send itExample wording
Missed call replySoon after the call you missedHi , sorry I missed your call. I am on a job. What do you need help with?
Photo and address requestBefore you drive outCould you send a photo of and the address? It helps me bring the right parts.
Quote check inAfter the interval you pickHi , checking on the quote for . Any questions I can answer?
Review requestAfter the job is doneThanks for having us out for . If you have a minute, a review helps other people find us.

Example wording only Edit it to sound like you. Leave prices out of these templates.

Your settings

Fill in your own choices

Job types you take
Quote check in after this many days
Second check in after this many days
Who answers price questions
Hand to a person

Questions a template should not answer

When the message is aboutWho handles it
Price or a discountYou or your office
Safety, such as a gas smell or exposed wiringA person, right away
A complaint about past workYou
Anything you are unsure aboutYou
Past customers

A due again reminder for home services

List repeat customers by first name or job label, the last service date and the interval you use. Then send this when they come due.

Customer (first name or job label)Last serviceYour interval in weeksDue date

Hi , it has been about since we serviced your . Want me to put you on the schedule?

Example wording only Use first names or job labels, never full addresses.

Your hours

Hours on calls and quotes you count yourself

Type your own counts and minutes. Nothing is saved.

Missed call replies
Quote follow ups
Photo and address requests
Review requests

Fill in every box on a row to see your totals. Rows you leave blank are skipped.

These numbers come only from what you typed. LUR has not measured them. Nothing you type leaves this browser.

What this sheet leaves for you

Sending these by hand between jobs is still the hard part.

LUR sets up missed call intake and quote follow up drafts for your crew. You approve each reply before it goes. Read the local service workflows.

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