Illustrative plumbing pilot workflow
A homeowner asks.
Your team gets the details.
“Can you help me request an estimate for a leaking water heater?” Here is the customer journey we’re designing for the plumbing pilot.
The agent’s view starts with your approval.
The owner publishes supported services, coverage, operating hours, and the conditions for accepting requests. The agent reads that approved information through Velmax.
- 01
Check that the business offers water heater service in the customer’s area.
- 02
Collect the job description, contact details, location, and preferred callback time.
- 03
Let the customer review and approve the request.
- 04
Deliver it to the agreed intake system for staff review.
Water heater repair estimate
- Problem
- Existing water heater is leaking.
- Service area
- An address within the business’s approved coverage.
- Contact
- Customer contact details included.
- Preferred timing
- A callback tomorrow afternoon.
- Customer approval
- Reviewed before submission.
- Staff responsibility
- Assess the job, provide pricing, and confirm the next step.
This illustrates the planned workflow. A request is not a confirmed appointment or binding quote. Platform and intake support are tested before launch.
Plumbing pilot · Service and estimate requests
Which request would help your team?
Tell us what your business offers, where you work, and which enquiry takes the most back-and-forth. We’ll discuss fit, confirm the connection, and agree on the first workflow.
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