Phone intake forms for home services
Your intake form, administered by voice. The AI asks every field, validates the answers, and files the result as a structured ticket. Frontdesk runs it for homeowners.
Trigger
A caller needs to complete an intake: new client, new patient, new request.
Built from
Why teams set this up
Web forms only capture people willing to fill out web forms. Everyone else calls, and their answers end up in prose somebody re-keys later.
Intake completion without the clipboard
Structured data from voice conversations
No retyping from transcripts
How the automation runs
A new client calls at 7pm. The AI runs the full intake, branching past the sections that do not apply, and files a structured ticket. The paralegal opens a complete, fielded intake in the morning instead of a voicemail and a blank form.
- 1AI receptionist
The AI walks the intake conversationally, field by field
- 2Conditional branch
Answers steer the follow-up questions, skipping what does not apply
- 3Smart ticket
The completed intake files as structured fields on a ticket
- 4Team notification
Reviewers get notified the moment intakes complete
- 5Outbound SMS
The caller gets confirmation and any documents to prepare
How home services teams run it
New-job intake completes by phone as structured fields, never a sticky note.
Synced with your systems
Built from standard Frontdesk blocks
No custom development. Each step is a building block you can rearrange, retime, or extend, so this workflow can grow into the next one.
Onboarding journeys that include this workflow
This workflow is one step inside larger onboarding journeys that run the full customer lifecycle.
Customer onboarding
Give each customer a clear, responsive onboarding journey across channels and internal teams.
See the journey →Welcome flow automation
Deliver the right welcome, expectations, resources, and human handoff at the right time.
See the journey →Account setup automation
Detect missing setup steps and provide contextual help before customers stall.
See the journey →Common questions
How does the phone intake forms workflow start?
A caller needs to complete an intake: new client, new patient, new request.
Which channels does this use?
This workflow runs over inbound voice, sms. Each step can use the channel that fits the customer and the urgency.
Can my team stay in control of when it fires?
Yes. The trigger can be a field a person flips on a ticket or contact, so a human makes the decision and Frontdesk does the follow-through. Any step can also route to a teammate with the transcript and collected data.
Does it keep our records up to date?
Every call, text, and email in the workflow is logged against the contact and ticket, with transcripts attached. Frontdesk can also sync contacts and fields to your CRM.
What happens when a customer needs a human?
The workflow hands off with context: the right teammate gets the full history, the transcript, and the collected answers, so the customer never repeats themselves.
Which systems does this work with for home services businesses?
Frontdesk can work with HubSpot, Salesforce, Pipedrive, Google Calendar, Outlook, Webhooks, plus API and webhook connections for custom systems, so every conversation lands on the right record.
Thinking bigger than one workflow?
The customer journey library maps full lifecycle automations across activation, onboarding, retention, and growth.
Explore customer journeys →This workflow also runs for any industry.
See the all-industry version →More from front office and reception
Every caller greeted, understood, and routed, in any language, with their history loaded.
Call triage and transfer
Every call gets answered, understood, and routed: handled by the AI, transferred with context, or ticketed for later. Your team only hears the calls that need them.
Bilingual call answering
The AI greets in English, continues in Spanish when the caller prefers it, and serves both with the same knowledge and booking calendar.
Known-caller recognition
Repeat callers skip the interrogation. The AI loads their history before the first hello and picks up where the last conversation ended.