The customer gets an answer
The customer gets answers about your services and service area using approved information.
Carpenters
Keep building. Capture the next job enquiry.
While you are on a building job, VOCA can handle first contact about the next deck or renovation. The assistant collects the details so you can follow up with the right questions.
A request for you to follow up
The customer leaves a request. You assess the project, decide whether a site visit is needed and agree the price and schedule.
YOU SET THE PROCESS
First contact, with clear limits.
You get the details
You receive a short project description, address and contact method, with timing preferences if supplied.
You make the assessment
You assess the scope, materials, conditions and quote before planning the work.
A CALL IN YOUR TRADE
Example: a deck that needs rebuilding
Illustrative example. This is a suggested process, not a customer result or an actual booking.
For example, the customer says
We would like to rebuild our deck. It is about twenty square metres. Could you come and look?
What the request needs to include
- What the customer wants built or changed. Include approximate size and current condition if they can describe them.
- The project address and town, plus any request for a site visit.
- The customer name and contact details. A preferred start period supports planning; it is not a construction-start promise.
HAND OVER THE RIGHT QUESTIONS
You keep the professional assessment.
- The assistant does not decide structural strength, planning-permission questions or material choices requiring professional assessment.
- You confirm project pricing, available staff and the start of work. Request mode gives no binding agreement.
- If you connect site-visit booking, confirm only a visit time that has actually been checked and saved. The visit does not book the whole job.
PROOF BEFORE LAUNCH
Test a deck, a site visit and an uncertain question.
Use your own test requests before launch. Check both what the customer hears and what you receive after the call.
- 1Call with the deck example. Check that the details include the project, approximate size, address and contact information.
- 2Ask for a price without describing the scope. Check that the assistant captures the enquiry without inventing a quote.
- 3Ask whether a wall can be removed, then ask to speak to you. Check that staff receive the assessment question.
- 4Ask for a site visit next week. In request mode, this must remain a preference. In booking mode, an occupied or unsaved time must never be confirmed.
CHOOSE WHAT HAPPENS NEXT
A request first. A booking when it can be confirmed.
Capture projects for callbacks first. Booking a site visit needs a separate connected booking setup and your visit rules.
Forms and requests
Without a connected system that can confirm a time, the enquiry must remain a request.
Google Calendar
A separate booking setup can use a connected calendar. Confirm a time only after checking it and saving the booking.
Microsoft Outlook
See how the calendar connection works and what it can check. A preferred date is not a booking on its own.
COMMON QUESTIONS
What to know before launch.
Can VOCA book the whole building project?
Request mode captures the project for your assessment. Any calendar booking covers a defined visit, not the scope, quote or start of construction.
Does the customer need all the measurements?
No. The assistant takes what the customer can describe. Measurements and other information needing checks go to you.
Can I control which jobs we accept?
Yes. Your approved services, service area and rules govern what the assistant answers and hands over. Also test a project outside your services.
TEST YOUR OWN PROCESS
Make your next project enquiry a test.
Bring a routine job and a question needing your assessment. We show what the customer hears and what details you receive.