Expert Review

Phone call answered by the voice agent

Highest-volume channel; must gracefully hand off to a human on ambiguous requests.

Web chat or SMS lead

Text-based leads often omit a service address up front — the agent must prompt for it rather than booking blind.

Required contact fields present

Rejects bookings with no usable name or callback number.

Phone number well-formed

The phone number is used for confirmations and reminders, so format failures block booking.

Service address provided when required

Enforced only when this business requires an address on every booking.

No conflicting open job for this contact

Prevents double-booking the same customer for the same job type while an existing job is still open.

Auto-assign nearest available by specialty

Matches the requested job type to a technician's specialty rather than picking at random.

Manual technician selection

Dispatcher overrides the specialty match for a preferred or already-nearby technician.

Safeguard: after-hours dispatch blocking

When the business enables it, the agent can never book an after-hours emergency slot — the option is blocked, not merely flagged.

Send confirmation immediately

Standard path for same-week appointments.

Scheduled confirmation ahead of the appointment

Far-out bookings: the reminder is queued rather than sent immediately, to reduce no-show drop-off from early alerts.