Separate service, maintenance and estimates
Capture whether the caller needs troubleshooting by a technician, seasonal maintenance or an estimate for a new system. Ask for the service address, symptoms in the caller’s own words, contact details and preferred timing.
Equipment type and access information can help the team prepare if the business chooses to collect them. Lasso does not ask callers to open equipment or perform technical repairs.
Use the calendar’s real appointment rules
Maintenance, diagnostic visits and replacement estimates can have different durations. The business selects supported appointment types and availability; the AI should not turn every request into the same appointment.
Availability is checked before a confirmed booking. A request for same-day service is not a promise that the shop can deliver it.
Handle busy-season calls with clear limits
After-hours and overflow voice answering are designed to help while technicians and office staff are occupied. Monthly minute allowances still apply. Customer forwarding and backup routing must be tested for simultaneous calls.
Urgent or out-of-scope requests follow the shop’s human-handoff rules. Lasso does not promise dispatch, diagnose safety hazards or replace emergency services.
Set up around your HVAC business
We configure your maintenance, service and estimate appointment types, phone coverage and owner notifications during guided setup. Request a demonstration of a typical maintenance or service conversation.