When the office is handling another incident
Preserve a new caller’s report and contact details so your team can assess the next response.
DeskPerson for Restoration
A caller dealing with property damage needs a calm first conversation. Capture what happened, where help is needed, and how to reach them, using the response rules your team has approved.
We’ll discuss your calls, workflow, and onboarding availability.
A familiar call. A helpful answer.
DeskPerson
Caller
DeskPerson
Illustrative conversation. Actual handling follows your approved Playbook.
Water-damage assessment request · New customer
“A pipe leaked overnight, and there’s water damage in our downstairs room. We need someone to assess it.”
Illustrative lead record. No appointment has been booked.
A useful handoff.
Call the property owner, review the reported water damage, and confirm the response plan. Your team gets the request, the details collected, and the caller’s preferred timing.
Your Playbook sets the rules. Booking uses connected availability and is confirmed only after success. Urgent calls follow the escalation instructions you approve.
A little backup goes a long way.
Preserve a new caller’s report and contact details so your team can assess the next response.
Follow your configured urgency and on-call rules without promising a crew has been dispatched.
Distinguish a current customer’s question from a new damage report and retain the context.
No. It collects the caller’s report and follows your approved emergency instructions. It does not assess structural safety, diagnose contamination, or invent cleanup advice.
Your business sets the escalation process. A transfer or booking is described as successful only after the connected tool confirms it. Otherwise, the record clearly calls for human follow-up, with no dispatch or arrival guarantee.
Your team. With backup.
We’ll discuss your calls, workflow, and onboarding availability.