1

Match Job Type Names

Match your job type names to ServiceTitan's Job Type names in this library where possible. Job types that are Split by equipment age (e.g. <10 vs. 10+) assume your team asks the caller’s system age and books accordingly.

2

Set Priority and Bookable Status

Set Priority in job type settings using the Priority column. Use the Bookable column as a guide for which job types should be self-service (Yes), routed with conditions (Conditional — e.g. sold work, recalls, warranty), or kept off self-booking (No).

3

Copy the Description

Copy the Description into ServiceTitan > Agent Studio > Job Types & Dispatch Fees > Description.

4

Review Keywords

Green = positive keywords the VA listens for — each is unique to one job type per trade. Red = keywords to block. Tweak to your needs.

Default BU                            

Bookable                            

Priority                            

Customer wants a price, quote, or replacement consult on HVAC equipment — the system is not necessarily broken. Use when the caller explicitly asks about a new system, replacement, upgrade, second opinion, or Financing/options. Requires a comfort advisor or senior tech — do NOT book as a standard repair slot. If the system is broken and the caller has NOT asked for a quote, route to HVAC Service No Cool / No Heat (diagnose first). If the ask is specifically new or redone ductwork, use HVAC Estimate Ductwork.

Default BU                            

Bookable                            

Priority                            

Customer wants a quote to add, replace, or redo ductwork — not equipment. Use when the caller asks about new duct runs, returns/vents, or air-balancing as a quoted project. Whole-system replacement quote → HVAC Estimate. An airflow problem with no quote intent → HVAC Service (diagnose equipment first).

Default BU                            

Bookable                            

Priority                            

Scheduling a SOLD new system or change-out (deposit paid / install date being set). Normally booked by Sales after a won estimate, not a cold inbound. Use ONLY when the customer is confirming installation of equipment they have already agreed to. Asking price → HVAC Estimate. Broken system → HVAC Service. Do NOT pick a per-equipment install JT — there is one HVAC Install; equipment value rides on the estimate and pricebook.

Default BU                            

Bookable                            

Priority                            

Return visit on a PRIOR INSTALL — something the install crew did is not working or unfinished. Use when the caller references a recent installation by us. Recent service/diagnostic visit → HVAC Service Recall. Covered part/labor claim → HVAC Install Warranty.

Default BU                            

Bookable                            

Priority                            

Work on a recently installed system covered under warranty (typically NoCharge). Use when the caller references a warranty on equipment we installed. Distinguish from HVAC Install Recall, which is our own workmanship callback rather than a covered claim.

Default BU                            

Bookable                            

Priority                            

Cooling system is not working on equipment roughly UNDER 10 years old. Use ONLY when cooling is the problem — not heating. Triggers on: central AC, heat pump in cooling mode, compressor, refrigerant. ASK the approximate system age and route under-10 here. Member status is a TAG, not a different job type. Explicit replacement quote → HVAC Estimate. If 10+ years, use HVAC Service No Cool 10+.

Default BU                            

Bookable                            

Priority                            

Cooling system is not working on equipment roughly 10 years or OLDER — a strong Replacement opportunity, but still a diagnostic call. Use ONLY for cooling problems. ASK system age and route 10+ here. Diagnose and repair first; do NOT auto-book a sales/replacement appointment just because the system is old. Explicit replacement options/quote → HVAC Estimate. Member = tag.

Default BU                            

Bookable                            

Priority                            

Heating system is not working on equipment roughly UNDER 10 years old. Use ONLY when heating is the problem — not cooling. Triggers on: gas furnace, heat pump in heating mode, boiler, electric air handler, pilot light. ASK system age and route under-10 here. Member = tag. Explicit replacement quote → HVAC Estimate. If 10+, use HVAC Service No Heat 10+.

Default BU                            

Bookable                            

Priority                            

Heating system is not working on equipment roughly 10 years or OLDER — replacement opportunity, but still a diagnostic call. Use ONLY for heating problems. ASK system age and route 10+ here. Diagnose and repair first; do NOT auto-book replacement on age alone. Explicit options/quote → HVAC Estimate. Member = tag.

Default BU                            

Bookable                            

Priority                            

General HVAC repair that is NOT a clear no-cool or no-heat symptom — noises, smells, condensate/water, short-cycling, or a follow-up fix. Use as the catch-all service JT when a specific symptom JT does not fit. Not cooling → No Cool; not heating → No Heat.

Default BU                            

Bookable                            

Priority                            

A RETURN trip for work already quoted, or a special-order part that has now arrived — NOT a fresh problem. Use when a prior tech diagnosed the job, sold or deferred the work, and the customer is being scheduled to complete it. A brand-new symptom → the relevant No Cool / No Heat / Repair JT.

Default BU                            

Bookable                            

Priority                            

Callback on a PRIOR SERVICE visit — the tech was recently out and the same problem is back or was not fixed. Use when the caller references a recent service by us. Recent installation → HVAC Install Recall. Covered claim → HVAC Service Warranty.

Default BU                            

Bookable                            

Priority                            

HVAC service work covered under warranty. Use when the caller references a warranty covering the repair. Distinguish from HVAC Service Recall, which is our own callback rather than a covered claim.

Default BU                            

Bookable                            

Priority                            

Planned preventive maintenance for a COOLING system roughly UNDER 10 years old — not a repair call. Use when the customer proactively wants a scheduled inspection or cleaning and has NOT reported a breakdown. Seasonal language (spring, before it gets hot) is a strong indicator. Member status is a TAG, not a different JT. ASK system age. Do NOT use if broken — use HVAC Service No Cool.

Default BU                            

Bookable                            

Priority                            

Planned preventive maintenance for a COOLING system roughly 10 years or OLDER. Use for proactive scheduled cooling maintenance with no breakdown reported. ASK system age and route 10+ here. Member = tag. Do NOT use if broken — use HVAC Service No Cool 10+.

Default BU                            

Bookable                            

Priority                            

Planned preventive maintenance for a HEATING system roughly UNDER 10 years old. Use for proactive scheduled heating maintenance — fall/winter language is a strong indicator — with no breakdown reported. Member = tag. ASK age. Do NOT use if producing no heat — use HVAC Service No Heat.

Default BU                            

Bookable                            

Priority                            

Planned preventive maintenance for a HEATING system roughly 10 years or OLDER. Use for proactive scheduled heating maintenance with no breakdown reported. ASK age, route 10+ here. Member = tag. Do NOT use if not producing heat — use HVAC Service No Heat 10+.

Default BU                            

Bookable                            

Priority                            

Internal/return workflow — a callback on a prior maintenance visit. A cold inbound rarely routes here; if a customer reports a problem after a tune-up, route to the relevant HVAC Service JT.

Default BU                            

Bookable                            

Priority                            

Internal/warranty workflow on a maintenance visit — not a typical inbound booking. Deflect to the appropriate HVAC Service JT if the customer is reporting an actual problem.

Default BU                            

Bookable                            

Priority                            

Customer wants a quote for repiping or a general plumbing project — replacing pipes, gas/water lines. Use when the caller asks for pricing or options. Water-heater quote → PLM Estimate Water Heater. Active leak/problem now → PLM Service Demand.

Default BU                            

Bookable                            

Priority                            

Customer wants a quote for a new or replacement water heater (tank or tankless). Use when the caller asks for pricing, options, or an upgrade. No hot water or leaking right now → PLM Service No Hot Water (diagnose first).

Default BU                            

Bookable                            

Priority                            

Scheduling a SOLD plumbing install — repipe, water-heater install, fixture install, or miscellaneous work the customer has agreed to. Sewer line replacement → PLM Install Sewer Replacement. Water treatment → PLM Install Water Treatment. Quote stage → an Estimate JT. There is one general PLM Install bucket; equipment value rides on the estimate and pricebook.

Default BU                            

Bookable                            

Priority                            

Callback on a PRIOR plumbing INSTALL. Use when the caller references a recent installation by us. Recent service visit → PLM Service Recall. Covered claim → PLM Install Warranty.

Default BU                            

Bookable                            

Priority                            

Plumbing install work covered under warranty (includes water/treatment warranty installs). Distinguish from PLM Install Recall, our own workmanship callback.

Default BU                            

Bookable                            

Priority                            

General plumbing problem or diagnostic — the catch-all demand call. Triggers on: leaks, running/overflowing toilet, faucet/fixture issues, low pressure, burst pipe, no water. Use when a specific symptom JT does not clearly fit. No hot water → PLM Service No Hot Water. Clogged/backed-up drain → PLM Service Drain Clearing. Leak detection → PLM Service Inspection.

Default BU                            

Bookable                            

Priority                            

Water heater is malfunctioning on a unit roughly UNDER 8 years old — no hot water, not enough hot water, noise, or leaking from the unit. Includes tank and tankless. ASK the water-heater age and route under-8 here. A water heater leaking belongs here, not in PLM Service Demand. Explicit replacement/quote → PLM Estimate Water Heater. If 8+, use PLM Service No Hot Water 8+.

Default BU                            

Bookable                            

Priority                            

Water heater is malfunctioning on a unit roughly 8 years or OLDER — a replacement opportunity, but still a diagnostic/repair call. ASK age and route 8+ here. Diagnose and repair first; do NOT auto-book a replacement on age alone. Explicit replacement/options → PLM Estimate Water Heater.

Default BU                            

Bookable                            

Priority                            

Locating or inspecting — leak detection, camera/line inspection, or a general plumbing inspection. Use when finding or assessing a problem is the goal. An obvious active leak needing immediate repair → PLM Service Demand. A clog → PLM Service Drain Clearing.

Default BU                            

Bookable                            

Priority                            

General plumbing repair that is not a clear demand symptom, drain clog, or no-hot-water issue. Use as the catch-all service JT when a specific symptom JT does not fit.

Default BU                            

Bookable                            

Priority                            

A RETURN trip for previously-quoted work or a special-order part that has arrived — not a fresh problem. Use when a prior tech sold or deferred the work and the customer is being scheduled to complete it. A new problem → PLM Service Demand.

Default BU                            

Bookable                            

Priority                            

Callback on a prior plumbing SERVICE visit — the same issue is back. Use when the caller references a recent service by us. Recent install → PLM Install Recall.

Default BU                            

Bookable                            

Priority                            

Plumbing service work covered under warranty. Distinguish from PLM Service Recall, our own callback.

Default BU                            

Bookable                            

Priority                            

Customer wants a quote for electrical work — a panel/service upgrade, adding circuits, or a general project. Use when the caller asks for pricing or options. Rewire/remodel quote → ELEC Estimate Rewire/Remodel. Standby generator quote → GEN Estimate. Active no-power problem → ELEC Service No Power.

Default BU                            

Bookable                            

Priority                            

Customer wants a quote for rewiring or remodel wiring — whole-home rewire or wiring for a remodel/addition. Use when the scope is rewire/remodel. A single panel upgrade or general quote → ELEC Estimate.

Default BU                            

Bookable                            

Priority                            

Scheduling SOLD electrical installation — panel/service upgrade (the core line), sub-panel, new outlets/switches, light fixtures, surge protector, or EV charger the customer has agreed to. Quote stage → ELEC Estimate. Standby generator → GEN Install. An existing component that stopped working → ELEC Service No Power / Repair.

Default BU                            

Bookable                            

Priority                            

Callback on a PRIOR electrical INSTALL. Use when the caller references a recent installation by us. Recent service → ELEC Service Recall.

Default BU                            

Bookable                            

Priority                            

Electrical install work covered under warranty. Distinguish from ELEC Install Recall, our own workmanship callback.

Default BU                            

Bookable                            

Priority                            

An electrical component or circuit has stopped working, or the home has lost power — dead outlets, lights out, breaker tripping repeatedly, sparks, burning smell, or partial/whole-home power loss. Use as the electrical diagnostic/demand JT. For a complete outage, first confirm whether it is a UTILITY issue (advise the customer to contact their provider) or INTERNAL (panel, main breaker, service entrance) and dispatch promptly if internal. Quote (panel upgrade) → ELEC Estimate. Generator won’t start → GEN Service. (Per CAS convention, priority is High — not Urgent.)

Default BU                            

Bookable                            

Priority                            

Whole-home electrical inspection or safety check with no specific defect reported — home purchase/sale, older-home concern, panel labeling, or peace of mind. Use ONLY when the inspection itself is the goal. A specific problem → the relevant repair/install JT.

Default BU                            

Bookable                            

Priority                            

General electrical repair that is not a clear no-power symptom — a switch, a single fixture not working, a minor fix. Use as the catch-all service JT. A clear power-loss symptom → ELEC Service No Power.

Default BU                            

Bookable                            

Priority                            

Callback on a prior electrical SERVICE visit — the same issue is back. Recent install → ELEC Install Recall.

Default BU                            

Bookable                            

Priority                            

Electrical service work covered under warranty. Distinguish from ELEC Service Recall, our own callback.

Default BU                            

Bookable                            

Priority                            

Customer wants a quote for a standby/whole-home generator (e.g., Generac). Use when the caller asks for pricing or options on backup power. This is a GENERATOR — route to the Generator trade, NOT Electrical. A panel upgrade or EV charger quote → ELEC Estimate.

Default BU                            

Bookable                            

Priority                            

Scheduling a SOLD standby generator install (includes transfer switch). Use when confirming installation the customer has agreed to. Quote stage → GEN Estimate. Electrical panel work → ELEC Install.

Default BU                            

Bookable                            

Priority                            

Callback on a PRIOR generator INSTALL. Recent install issue → here; a running-unit problem → GEN Service.

Default BU                            

Bookable                            

Priority                            

Generator install work covered under warranty. Distinguish from GEN Install Recall, our own callback.

Default BU                            

Bookable                            

Priority                            

A standby generator on a unit roughly UNDER 10 years old is not working — won’t start, faulting, error light, or didn’t run during an outage. ASK the unit age and route under-10 here. Routine annual service → GEN Maint.

Default BU                            

Bookable                            

Priority                            

A standby generator on a unit roughly 10 years or OLDER is not working. ASK unit age and route 10+ here. Routine annual service → GEN Maint.

Default BU                            

Bookable                            

Priority                            

Callback on a prior generator SERVICE visit. Recent install → GEN Install Recall.

Default BU                            

Bookable                            

Priority                            

Generator service work covered under warranty. Distinguish from GEN Service Recall.

Default BU                            

Bookable                            

Priority                            

Planned preventive maintenance on a standby generator roughly UNDER 10 years old — annual service or PM, no active fault. Member status is a tag. ASK unit age. Won’t start or faulting → GEN Service.

Default BU                            

Bookable                            

Priority                            

Planned preventive maintenance on a standby generator roughly 10 years or OLDER. ASK age, route 10+ here. Member = tag. Active fault → GEN Service.

Default BU                            

Bookable                            

Priority                            

Internal/return workflow — callback on a prior generator maintenance visit. A cold inbound rarely routes here; deflect to GEN Service if a problem is reported.

Default BU                            

Bookable                            

Priority                            

Internal/warranty workflow on a generator maintenance visit — not a typical inbound booking. Deflect to GEN Service if a problem is reported.

Default BU                            

Bookable                            

Priority                            

Customer wants a price, quote, or consult on a full roof replacement / re-roof — the roof is at end of life, leaking repeatedly, or they explicitly want a new roof. Use when the caller asks for a quote, options, financing, or a second opinion on replacement. Requires a sales/estimator appointment — do NOT book as a repair slot. A single active leak with no replacement intent → Roof Service Repair (diagnose first). Storm/claim-driven → a Roof Estimate Storm/Insurance JT.

Default BU                            

Bookable                            

Priority                            

Customer wants a quote or assessment tied to storm damage or an insurance claim — hail, wind, fallen tree, or an adjuster involved — and a claim has NOT yet been filed (pre-claim). Use when the caller mentions storm damage or wanting it looked at for insurance but no claim/adjuster is in motion yet. Requires a sales/estimator who handles insurance work. A claim already filed with an adjuster pending → Roof Insurance Post-Claim. A Supplement/underpaid scope → Roof Insurance Supplement. A denied claim → Roof Insurance Denied. A routine end-of-life replacement with no storm → a Roof Estimate Replacement JT. Active emergency leak now → Roof Service Emergency Leak. (Maps to Flow - Insurance Inspect / Ins Pre-Claim.)

Default BU                            

Bookable                            

Priority                            

Customer has already FILED a storm/hail/wind claim and an adjuster is pending or scheduled. Use when the caller references a claim number, an adjuster appointment, or wanting us to meet the adjuster. Requires the insurance-trained estimator. NEVER offer to waive or absorb the deductible. No claim filed yet → Roof Estimate Storm/Insurance (pre-claim). Underpaid/partial approval → Roof Insurance Supplement. Denied → Roof Insurance Denied. (Maps to Flow - Ins Post-Claim.)

Default BU                            

Bookable                            

Priority                            

Existing storm claim was approved but the scope is underpaid or missing items — a supplement is needed. Use when the caller references a low payout, missing line items, or that the adjuster’s scope doesn’t cover the full job. Requires the insurance-trained estimator. NEVER offer to waive the deductible. Adjuster still pending → Roof Insurance Post-Claim. Fully denied → Roof Insurance Denied. (Maps to Flow - Ins Supplement.)

Default BU                            

Bookable                            

Priority                            

A storm/hail/wind claim was DENIED and the customer wants options — a re-inspection, a second opinion, or a self-pay path. Use when the caller references a denial. Requires the insurance-trained estimator. Set expectations honestly; do NOT promise claim reversal or make free-roof guarantees. Claim still open/underpaid → Roof Insurance Supplement. No claim filed → Roof Estimate Storm/Insurance. (Maps to Flow - Ins Denied Claim.)

Default BU                            

Bookable                            

Priority                            

Customer wants estimates spanning roof PLUS one or more other exterior trades in the same visit — roof + siding, roof + gutters, roof + windows, or a full exterior package. Use when two or more trades are clearly named. Requires an estimator who can scope multiple trades (one appointment, multiple line items). A single-trade quote → that trade’s Estimate JT. (Maps to Flow - Multi-Trade.)

Default BU                            

Bookable                            

Priority                            

Scheduling a SOLD roof replacement or re-roof (contract signed / deposit paid / install date being set). Normally booked by Sales after a won estimate, not a cold inbound. Use ONLY when the customer is confirming installation of work they have already agreed to. Asking price → a Roof Estimate JT. Active leak → Roof Service. There is one Roof Install bucket; material/scope value rides on the estimate and pricebook.

Default BU                            

Bookable                            

Priority                            

Active roof leak happening NOW — water coming in, ceiling stain spreading, active drip during or after rain — needing an emergency tarp or immediate stop-gap. Use as the urgent roofing demand JT. A tarp/emergency dispatch typically carries a fee ($300–$1,500 range); estimates remain free. Diagnose and stop the water first; do NOT auto-book a replacement just because the roof is old. Explicit replacement quote → a Roof Estimate Replacement JT. Storm/claim-driven → a Roof Estimate Storm/Insurance JT. A non-active or minor issue → Roof Service Repair. (Per CAS convention, priority is High — not Urgent. Maps to Flow - Emergency Tarp.)

Default BU                            

Bookable                            

Priority                            

General roof repair that is NOT an active emergency leak — missing or damaged shingles, popped nails, flashing, boot/pipe seal, small isolated repair, or a follow-up fix. Use as the catch-all roofing service JT when a specific symptom JT does not fit. A repair/service call typically carries a diagnostic/service fee (~$149); estimates remain free. Active leak now → Roof Emergency Tarp / Active Leak. End-of-life replacement quote → a Roof Estimate Replacement JT. (Maps to Flow - Repair Service.)

Default BU                            

Bookable                            

Priority                            

Roof inspection or assessment with no active emergency — home purchase/sale, maintenance check, age/condition evaluation, or peace of mind, with no storm/claim driver. Use ONLY when the inspection itself is the goal and it is not insurance-driven. An active leak → Roof Emergency Tarp / Active Leak. A storm/claim inspection → a Roof Estimate Storm/Insurance JT. A known replacement decision → a Roof Estimate Replacement JT.

Default BU                            

Bookable                            

Priority                            

Callback or covered claim on prior roofing work by us — a recent install or service visit where the same problem is back or unfinished (recall), OR work covered under a workmanship/manufacturer warranty (typically NoCharge). Use when the caller references a recent roof job by us or a warranty on it. Distinguish a recall (our own callback) from a warranty (a covered claim) when capturing notes, but both route here. A brand-new, unrelated problem → Roof Emergency Tarp / Active Leak or Roof Service Repair.

Default BU                            

Bookable                            

Priority                            

Customer wants a quote for new gutters, gutter replacement, or gutter guards. Use when the caller asks for pricing or options on gutters or guards. A gutter that is leaking, sagging, or detached now → Gutter Service Repair (diagnose first). Routine cleaning → Gutter Service Cleaning.

Default BU                            

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Scheduling a SOLD gutter or gutter-guard installation (agreed to / install date being set). Normally booked after a won estimate. Use ONLY when the customer is confirming installation they have already agreed to. Asking price → Gutter Estimate. A gutter problem now → Gutter Service.

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Gutter problem that needs a repair — leaking, sagging, pulling away, clogged-and-overflowing causing damage, broken downspout, or loose fascia/hangers. Use as the gutter demand/diagnostic JT. A simple seasonal clean-out with no damage → Gutter Service Cleaning. A quote for new gutters → Gutter Estimate.

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Routine gutter cleaning / debris removal with no damage reported — seasonal clean-out, clogged with leaves, before/after fall. Typically sold FLAT-RATE (quote a price on the call rather than a free estimate visit). Use ONLY when cleaning is the goal. A gutter that is leaking, sagging, or detached → Gutter Service Repair. (Maps to Flow - Gutter Cleaning.)

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Callback or covered claim on prior gutter work by us — a recent install or service visit where the same issue is back or unfinished (recall), OR work covered under a workmanship/manufacturer warranty. Use when the caller references a recent gutter job by us or a warranty on it. Distinguish recall (our callback) from warranty (covered claim) in notes; both route here. A brand-new, unrelated problem → Gutter Service Repair.

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Customer wants a quote for siding replacement or new siding — full or partial re-side, including damaged, faded, or storm-impacted siding they want replaced. Use when the caller asks for pricing or options. A small isolated siding repair → Siding Service Repair. Storm/insurance-driven → route with the storm/claim context (estimator who handles claims).

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Scheduling a SOLD siding installation or re-side (agreed to / install date being set). Normally booked after a won estimate. Use ONLY when confirming installation already agreed to. Asking price → Siding Estimate. A siding problem now → Siding Service.

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Siding repair — a damaged, cracked, loose, or blown-off panel, trim or soffit/fascia fix, or a small isolated section. Use as the siding demand/diagnostic JT. A full or partial re-side quote → Siding Estimate.

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Callback or covered claim on prior siding work by us — a recent install or service visit where the same issue is back or unfinished (recall), OR work covered under a workmanship/manufacturer warranty. Use when the caller references a recent siding job by us or a warranty on it. Distinguish recall (our callback) from warranty (covered claim) in notes; both route here. A brand-new, unrelated problem → Siding Service Repair.

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Customer wants a quote for replacement windows or exterior doors. Use when the caller asks for pricing or options on new windows or doors. A single broken/stuck window or door repair → Window/Door Service Repair.

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Scheduling SOLD window or exterior-door installation (agreed to / install date being set). Normally booked after a won estimate. Use ONLY when confirming installation already agreed to. Asking price → Window/Door Estimate. A problem with an existing window/door → Window/Door Service.

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Window or exterior-door repair — broken or foggy glass, failed seal, stuck/sagging sash, hardware, weatherstrip, screen, or a door that won’t close/lock. Use as the windows/doors demand/diagnostic JT. A full replacement quote → Window/Door Estimate.

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Callback or covered claim on prior window/door work by us — a recent install or service visit where the same issue is back or unfinished (recall), OR work covered under a workmanship/manufacturer warranty. Use when the caller references a recent window/door job by us or a warranty on it. Distinguish recall (our callback) from warranty (covered claim) in notes; both route here. A brand-new, unrelated problem → Window/Door Service Repair.

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Retail-market design consultation or sample request — the caller wants to see colors, materials, samples, or a design appointment rather than respond to a problem. Common for siding color/style, window styles, and exterior aesthetics. Use when the intent is design/selection, not repair or claim. A straight price request → that trade’s Estimate JT. Energy/efficiency-led → Energy Efficiency Consult. (Maps to Flow - Design Consult.)

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Retail-market energy-efficiency consultation — caller is motivated by energy savings, comfort, drafts, high bills, or tax credits, typically for windows or insulated siding. Use when efficiency/savings is the driver. Design/aesthetics-led → Design Consult. Financing-led → Financing Inquiry. (Maps to Flow - Energy Consult.)

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Retail-market inquiry led by financing or monthly payment — the caller’s first question is about affordability, monthly payments, or financing options rather than a specific trade. Use to capture the lead, qualify the trade and scope, and route to the matching Estimate JT with financing flagged. Do NOT quote rates or approve financing on the call. (Maps to Flow - Financing Inquiry.)

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Existing customer checking on the STATUS of a sold/in-progress job — install date, material delivery, crew timing, permit, or where things stand. Use for status/scheduling questions on work already sold, not a new need. A problem with completed work → the trade’s Recall/Warranty JT. A new quote → an Estimate JT. (Maps to Flow - Production Status.)

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Catch-all for an exterior request that doesn’t clearly fit roofing, gutters, siding, or windows/doors, or where the caller is unsure what they need. Use to capture the lead and route to the right division after a quick qualifying question. Once the specific need is clear (roof, gutter, siding, window/door — repair vs. quote), move to the matching JT.