Home & Field Services pack
From complaint to paid job
From complaint to service visit and AMC renewal. AC and appliance repair, pest control, cleaning, plumbing, solar — service requests, technician visits, payments and AMC renewal reminders.
How it flows
Every enquiry lands in one place
Wherever the customer reaches you from, one record is created and moved through the stages this pack installs.
The pipeline it installs
Stages in your language
Ready on day one, and yours to rename or reorder.
New Request→Visit Scheduled→In Progress→Payment Pending→Completed→Cancelled
The form it builds captures:
Customer NamePhoneAddressService TypePreferred Visit SlotTechnicianEstimate (₹)AMC ExpiryNotes
Sent without you
What goes out automatically
Every one of these arrives switched off. Review it, then turn it on.
- Request received — sent automatically at the right stage.
- Visit scheduled message — sent automatically at the right stage.
- Payment reminder — sent automatically at the right stage.
The AI that comes with it
Service Desk, briefed for this trade
An assistant already set up for home & field services. It answers customers from your own prices and policies, collects the details your form needs and moves the record along — on WhatsApp and on your website, day and night.
- Goal — Book the technician visit fast, collect payment after the job, and renew every AMC before it expires.
- Hands over — when the customer says urgent, emergency, complaint, refund, human.
- Answers only — from the prices and policies you upload. It never invents an offer.
Playbook rules in this pack
- Request not scheduled in 2 hours
- Payment pending 2 days
- Payment pending 7 days → task
- Unhappy customer → manager