How it works
A leaking water heater brings a customer back. Follow the request, the visit, and the decisions each person needs to make.
Illustrative journeyFlantra answers, identifies a leaking water heater, and gathers the details for the office.
Phone / incoming inquiry
An answer straight away. A few relevant questions. A clear next step.
Illustrative experience · Current and planned capabilities are labelled.
Choose a stage and a perspective.
Previous visits, property details, and conversations remain useful when the next request arrives.
A previous water-heater visit.
Access through the side gate.
Trade-specific intake, booking permissions, and escalation rules define what the agent can do.
A permitted service and time.
An exception goes to the team.
Supported calendars and service systems connect the conversation to the business’s workflow.
Check an eligible window.
Record the appointment.
The owner’s view · product direction
Review an exception or approve the next action, with the job context already attached.
Illustrative owner interaction · Planned workflow.
What needs me on the water-heater job?
The visit is complete. The completion notes are attached.
Your decision: review the proposed invoice before it goes to the customer.
Approval required by your policyTalk through the current product and the direction ahead with Ali.
Talk to Ali