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Trades · ILLUSTRATIVE CASE STUDY

Goodwork Plumbing

Stay on the job. Keep the next enquiry in reach.

An example of capturing a new job enquiry while a tradesperson is working, without inventing a price, arrival time or availability.

Follow the conversation
Illustrative trades scene: a plumber collecting her tool bag from a van before a job.
Illustrative business and imagery · a worked example
BusinessTrades
FocusJob enquiries & organised follow-up
What you’ll seeThe setup, the call, the follow-up
01 / THE BUSY MOMENT

A familiar interruption.
A different way to handle it.

A plumber is under a kitchen sink when the phone rings. The new caller has a leaking tap and wants to know whether the business works in their area. There is no good moment to stop, dry off and write down a number.

Goodwork Plumbing is a fictional small business that wants useful enquiries captured while the team is on site. It does not want an assistant promising a fixed quote or a same-day visit before anyone has assessed the job.

02 / BEFORE THE PHONE RINGS

The details that make the difference.

A useful receptionist starts with information the business controls. Here is how this example is configured.

Business basics
The owner supplies normal working hours, the areas served and the types of jobs the business accepts.
Enquiry details
Collect a name, callback number, a short description and the area of the job. Keep the summary concise enough to review between visits.
Clear promises
Tell can capture the request. Prices, attendance times and whether a job can be accepted are decisions for the tradesperson.
Phone cover
Use provider forwarding when the team cannot answer. A separate staff number can be used for an appropriate handover.
01

Establish what the caller needs

The assistant asks enough to understand the enquiry, using the business’s own service information for basic questions. Missing coverage information is a reason to ask the team, not to guess.

02

Capture the callback clearly

Name, phone number and the job summary are saved as a message. Relevant details such as the area and the caller’s preferred contact time can be included in the summary.

03

Let the team decide what happens next

The tradesperson reviews the message, contacts the caller and decides whether to quote or arrange a visit. The request stays distinguishable from a scheduled appointment.

03 / FOLLOW THE CONVERSATION

A good call has somewhere to go.

Switch between the scenarios to see how the assistant handles the request and what happens next.

The conversationIllustrative text · no live call

The details are ready when your hands are free.

  1. Tell

    Hi, you’re speaking to an AI assistant for Goodwork Plumbing. How can I help?

  2. Caller

    My kitchen tap is leaking. Could someone call me about replacing it?

  3. Tell

    I can take the details for the team. What area is the property in?

  4. Caller

    North London. My name is Daniel, and I can give you my number.

  5. Tell

    Thank you. I’ve saved your enquiry about a leaking kitchen tap for the team to review and call you back.

04 / AFTER THE CALL

Your team picks up a clear next step.

TELL WORKSPACETo follow up

The next enquiry, ready to review.

Caller
Daniel
Job
Leaking kitchen tap; replacement enquiry
Area
North London
Next step
Team to discuss scope and availability

Illustrative message. It is an enquiry, not an accepted job, quoted price or scheduled visit.

Calls, bookings and messages are kept in the workspace, with access based on the person’s role. Retained call content can help the team review what was said; recording and call-content retention are controlled by the owner.

Explore a sample workspace The public workspace demo uses The Olive Room sample data.
05 / ROOM FOR HUMAN JUDGEMENT

The right person, at the right moment.

Quotes stay with the business

The assistant can share approved fixed service information. It cannot inspect the job, assess its full scope or invent a bespoke price.

A message is not a dispatch system

Capturing an enquiry does not allocate a tradesperson or guarantee arrival. The team confirms whether it can attend and when.

Handle urgent situations appropriately

Agree which calls should be transferred and what cover the staff phone has. Tell is not an emergency service and a saved callback should not be presented as urgent assistance.

06 / MAKE THE PILOT USEFUL

Check the details.
Then decide what works.

These are evaluation steps for this example, not claims about achieved results. Start with test calls and review the records before forwarding customer calls.

  1. Review whether the message is actionable

    Can the team understand what the caller wants, where the job is and how to contact them without replaying the entire conversation?

  2. Ask for a promise it cannot make

    Request an immediate arrival or a bespoke fixed price. Check that Tell offers a staff conversation rather than making an unsupported commitment.

  3. Close the follow-up loop

    After a test callback, mark the message resolved. Agree who checks new enquiries during a working day.

A LITTLE MORE CLARITY

Good questions to ask.

Can it give a quote?

It can share approved prices that you have supplied. A quote that depends on inspecting or assessing a job needs your team.

Can it dispatch someone straight away?

The current workflow captures enquiries and supports staff transfers. It does not allocate an engineer or guarantee an arrival time.

What does the message include?

A caller name, phone number, intent and summary, with relevant job details captured in the summary. Your team can review and resolve the message in the workspace.

Can it answer outside our working hours?

Calls can reach Tell when your phone setup forwards them. Booking checks still respect configured business hours; taking a message does not promise an out-of-hours visit.

LET’S START WITH YOUR CALLS

Could this fit your working day?

Bring us the questions you answer every day. We’ll talk through the setup, the handovers and a pilot that fits your business.

Let’s meet your business Explore the sample workspace No payment details to request an introduction.