ChecklistFREE
Service Call Intake Checklist
A step-by-step intake checklist for HVAC and plumbing calls to capture symptoms, equipment details, and urgency.
What's Included
- Customer and property details checklist
- Symptom and equipment information prompts
- Urgency and safety screening questions
- Dispatch notes template
How to Use This Template
- Use the checklist for every inbound call
- Capture equipment details and symptoms
- Flag urgent or safety-related issues
- Pass the completed notes to dispatch
Who This Is For
- •HVAC and plumbing teams with high call volume
- •Dispatchers who need consistent notes
- •Owners reducing repeat site visits
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Template FAQ
Can this be used for emergency calls?
Yes. The checklist includes urgency prompts to speed up triage.
Will this work with any CRM?
Yes. You can paste the checklist into any intake form or CRM notes.