Can I have Voksha ask callers for their address, equipment brand, and system age before booking?
For HVAC Companies
Yes, and for HVAC this is one of the more valuable customizations, because the intake questions determine whether the appointment your tech shows up to is actually workable. You can configure Voksha to ask for the property address (to confirm it's inside your service area before booking), the equipment type and brand (Trane, Carrier, Lennox, Rheem, and so on), roughly how old the system is, and the specific symptom, no cooling, no heat, strange noise, water leaking from the unit, thermostat blank. That information gets attached to the booking so your dispatcher and technician see it before the truck rolls, instead of a tech showing up blind and spending the first ten minutes on-site just gathering information the office could have captured on the call. It also helps with parts prep: if a caller says their 12-year-old Carrier condenser is making a grinding noise, a tech can bring a capacitor or contactor rather than making a second trip. You can also set different intake flows for different call types, an emergency no-heat call in January gets fast-tracked with fewer questions to get a tech dispatched quickly, while a routine tune-up booking can go through a fuller intake since there's no urgency. All of this is configured during onboarding and can be adjusted anytime as you learn what information actually helps your team, it's not locked in at setup.
Yes, and for HVAC this is one of the more valuable customizations, because the intake questions determine whether the appointment your tech shows up to is actually workable. You can configure Voksha to ask for the property address (to confirm it's inside your service area before booking), the equipment type and brand (Trane, Carrier, Lennox, Rheem, and so on), roughly how old the system is, and the specific symptom, no cooling, no heat, strange noise, water leaking from the unit, thermostat blank. That information gets attached to the booking so your dispatcher and technician see it before the truck rolls, instead of a tech showing up blind and spending the first ten minutes on-site just gathering information the office could have captured on the call. It also helps with parts prep: if a caller says their 12-year-old Carrier condenser is making a grinding noise, a tech can bring a capacitor or contactor rather than making a second trip. You can also set different intake flows for different call types, an emergency no-heat call in January gets fast-tracked with fewer questions to get a tech dispatched quickly, while a routine tune-up booking can go through a fuller intake since there's no urgency. All of this is configured during onboarding and can be adjusted anytime as you learn what information actually helps your team, it's not locked in at setup.
More Questions About HVAC Companies
More ways to learn about Voksha
Try Voksha
for HVAC Companies.
Set up your AI receptionist in under 5 minutes. 7-day money-back guarantee.