Service area & availability
An address and a preferred time help the team review a request. They do not confirm coverage or reserve a visit.
Industries / Home servicesThe right details.
The right details.
Before the next visit.
Bring the customer’s request, the property details, and the next team decision together—so your front office and field crew can work from the same information.
Discuss your service workflow Try a service request
The request. The property. The next step.
A customer gets in touch LBOS organizes the details Your team chooses what’s next
One request, all the useful details
See what’s ready.
See what’s missing.
A timing preference is useful. An address is essential. Try completing this request to see how the next step changes.
Routine service inquiryFictional example
JL
Jordan Lee
Annual HVAC maintenance
“I’d like to arrange a maintenance visit for our air conditioning. Weekday mornings are usually best.”
- Service needed
- Annual HVAC maintenance
- Preferred timing
- Weekday mornings · Not a booking
- Service address
- Not provided yet
Next: your dispatcher
A useful request.
A visible next step.
Address needed before review
The request stays open. Collect the address before the team checks the service area and next available visit.
Your team still decides
- Whether the property is in your service area
- Who can take the work and when
- What to confirm with the customer
Ready for review does not mean a visit is booked.
Try adding the missing detail. This only changes the example; it does not create a job or contact anyone.
Scope & pricing
Keep the customer’s description attached. Let the right person review what the work involves and what can be quoted.
Requests that need a person
Agree how urgent, uncertain, or out-of-scope requests reach a human, including what happens if they’re unavailable.
Different trades. Different details.
Start with the work you do.
The questions and handoffs should fit your trade. These are starting points for a workflow discussion.
HVAC
Equipment, service needs, and the property the team will visit.
Plumbing
The customer’s description, location, and the details needed for review.
Electrical
The work requested, site details, and the questions for a qualified person.
General Contractors
Project scope, site details, and the next estimate or team handoff.
We review your current tools, confirm the connections, and test the first workflow with your team.
How setup worksA practical place to start
Before the first workflow.
Bring the process as it works today. We’ll work through the details together.
Where should we start?
Choose a recurring request, such as routine maintenance or a quote inquiry. We’ll map the details your team needs, the tools involved, and the decisions that stay with a person.
Will this automatically book or dispatch someone?
The example on this page prepares a request for review. Booking, assignment, or other actions depend on the workflow, tools, and permissions agreed for your setup. We confirm and test those separately.
How are urgent or uncertain requests handled?
We define when a request needs a person, who receives it, and the fallback if that person is unavailable. LBOS should not turn an uncertain request into an unsupported diagnosis, price, or arrival-time promise.
Can we keep our current software?
We start by reviewing your current phone, inbox, scheduling, and business tools. Any proposed connection is confirmed for your setup, including what information moves and who handles exceptions.
Built around your business
What does your team
keep having to chase?
Start with one recurring service request. Agree the details, decisions, and handoff before expanding.