The tech shows up already knowing what needs fixing
A service business that works by territory cannot send a firm quote off a single WhatsApp message — the price of a repair, an installation or a remodel almost always depends on seeing the place first. SDRBOT.ai answers the request the moment it arrives, asks what kind of work the person needs, the address or neighborhood to confirm the area is covered, and gathers the details that can be described over text before booking the site visit. Whoever drives out there leaves knowing what to expect, instead of discovering the real problem on arrival.
Build my SDR free →What slows support down today
Somebody writes "I need a quote" without saying what needs fixing or what part of town they live in, and whoever answers spends the whole conversation just trying to work out whether that address is inside the service area.
A tech shows up to a visit booked in a hurry over WhatsApp and finds out at the door that the job is not what was agreed — the customer wanted a part replaced, but the real problem was something else nobody asked about.
Whoever answers the company WhatsApp leaves the counter or climbs out of the van to reply to a quote request, because there is nobody free to do it without pulling somebody off a job already in progress.
A real conversation in field service
What it qualifies before handing the lead over
- Type of work needed and whether it is a repair, an installation or preventive maintenance
- Neighborhood or ZIP code, to confirm the address is inside the service area
- Whether it is urgent or can wait for a quieter date on the calendar
- Details of the problem that can already be described over text, including a photo when it is visible
what lands in your dashboard
Site visit booked
- Service
- Repair — electric water heater
- Area
- Downtown (inside the service area)
- Problem
- Stopped making hot water all at once, yesterday
- Scheduled
- Tomorrow morning, with the common parts on board
Illustrative example. In your account the SDR is trained on the real details of your business.
Is this address inside the service area?
Answering a quote request without knowing whether the address is inside the service area wastes time on both sides — the customer waits for an answer that may never apply, and the company spends attention on a request that will never become a job.
The SDR asks for the neighborhood or the ZIP code in that first message and confirms right away whether the area is covered. When it is not, it says so instead of leaving the customer waiting on an answer that is not coming.
What the message can already settle, without waiting for the visit
Not every quote request needs a site visit to take the first step. The type of work, whether it is urgent or can wait, whether the customer already tried to fix it another way — all of that can be settled over text, before anybody drives anywhere.
The SDR gathers that in the conversation, and only books the site visit when it is genuinely needed to give a price. What reaches your team arrives with the substance of the request written down, not just a generic "I need a quote".
A site visit booked with what is already known about the problem
A visit booked with no detail about the problem is a visit that may arrive without the right part or for the wrong job — and that costs a second trip to the same address.
The SDR asks what the customer noticed going wrong and since when, and asks for a photo when the problem is visible. Whoever drives out leaves with a better idea of what to expect, even knowing the final quote only closes after seeing the job up close.
What your team gains
- An address outside the area is ruled out right awayThe territory is confirmed in the first message, without trading several messages to realize it is not covered.
- The site visit arrives with contextThe tech knows the kind of problem and how long it has been happening before knocking on the door.
- A quote request does not turn into an interrogationWhat can be settled over text is settled there, without waiting on a visit for everything.
- The likely part goes out with the techWhat the screening turned up about the failure decides what gets loaded, so nobody books a second trip over a missing part.
Frequently asked questions
Can the SDR give a firm price over WhatsApp?
Only when the job can be quoted without seeing the place — a standard installation, for instance. For anything that depends on looking at the problem up close, it gathers what detail it can and books the site visit, without inventing a price the visit might contradict.
How does this handle work across more than one city or territory?
You register the areas you cover and the SDR checks the customer's address against that list before continuing with the quote. Requests outside the coverage are identified in the first message, not after a visit has been booked.
Does it work for peak demand, like air conditioning in the summer?
Yes, the qualification script is the same all year. What changes at peak is the number of conversations running at once, and that is exactly when automated coverage keeps requests from sitting unanswered while the team's calendar is full.
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