Pick your trade. See what we tune.
HVAC
Service-area routing, dispatch integration, after-hours emergency handling.
See HVAC playbook →Plumbing
Emergency vs scheduled triage, on-the-truck-now language, ServiceTitan or Housecall Pro wiring.
See plumbing playbook →Electrical
Permit-aware intake, commercial vs residential routing, code questions deferred to humans.
See electrical playbook →General Contracting
Project-scope discovery, deposit and quote flow, sub coordination.
See GC playbook →Roofing
Storm-season surge handling, insurance-claim intake, photo-upload follow-up.
See roofing playbook →Medical Intake
HIPAA-considered phrasing, insurance verification routing, no medical advice.
See medical playbook →Auto Repair
Make, model, and VIN capture, drop-off slot booking, parts-availability deferral.
See auto-repair playbook →Real Estate
Showing requests, listing inquiries, lender referral handling.
See real-estate playbook →Spa & Salon
Service-menu booking, stylist preference, deposit-required flow.
See spa playbook →Landscaping
Lot-size estimation, seasonal-service routing, recurring-contract intake.
See landscaping playbook →Pest Control
Identification triage, first-visit booking, follow-up cadence.
See pest-control playbook →Cleaning Services
Frequency selection, square-footage estimation, key-handoff logistics.
See cleaning playbook →Dental
Insurance-network screening, new-patient vs existing routing, no clinical advice.
See dental playbook →Legal Intake
Conflict checks, statute-of-limitations gating, paid-consult flow.
See legal playbook →Mortgage Lending
Pre-qual intake, doc-list delivery, NMLS-disclosure compliance.
See mortgage playbook →If your business takes bookings by phone, Forge fits.
Vets, fitness studios, tutoring, photography, moving, painting, drywall, flooring, garage doors, locksmiths, appliance repair. The 15 playbooks above are where we have the most pattern-matched intake flows already written, but the agent itself is trained per shop. Tell us what you do, and we will write the playbook for it.
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