Agent: —
New Call
Call Log
📅 Set Appointment
Appointments
📤 Call-Back List
📚 Onboarding
Lead Type Pick this first — it changes the questions below
"Just so I can route you to the right team — is this an insurance claim, or are you looking at a renovation or remodel?"
Insurance Claim
Water, fire, wind, hail, mold — claim filing or restoration
Renovation / Remodeling
Kitchen, bath, addition, ground-up build, repairs
Other / Unsure
Existing customer, follow-up, wrong number, or unclear
Caller Information
"Thank you for calling Peridot Assist. Can I get your full name please?" • "Are you the homeowner, or calling on behalf of someone?" • "What's the best number and email to reach you?"
Homeowner
Insurance Rep
Property Mgr
Other
Service Needed
"What was damaged?" • "When did it happen?" • "What rooms are affected?" • "Single, two, or three-plus level home?"
"What kind of project are you picturing?" • "Which rooms or areas?" • "Single, two, or three-plus level home?"
"What type of work are you looking to have done?" • "Which rooms or areas?"
💧 Water Damage
🔥 Fire / Smoke
💨 Wind / Storm
🧊 Hail
🌳 Tree / Impact
🍳 Kitchen Remodel
🛁 Bathroom Remodel
➕ Addition
🏡 Basement Finish
🏠 Full Reno
🪜 Deck / Ramp
❄️ HVAC
⚡ Electrical
🍳 Appliance
🔨 Drywall / Ceiling
🪵 Flooring
🎨 Painting
🚰 Plumbing
🌫️ Mold
❓ Other
Kitchen
Bathroom
Bedroom
Hallway
Garage
Laundry Room
Living Room
Dining Room
Single Level
Two Level
Three+ Levels
Property
"What is the full address of the property?" • "And what city and ZIP code?"
Payment
"Will this be going through insurance or is this self-pay?" • "Which insurance company?" • "Do you have a claim number?" • "Have you received any estimates from other companies?"
Insurance
Self-Pay
✅ Yes — done
⏳ In progress
⚠️ Needed
N/A
Yes
No
Under $5k
$5–15k
$15–30k
$30–75k
$75k+
⚠️ Unknown
🚨 ASAP
Within 30 days
1–3 months
3–6 months
6+ months
⚠️ Unknown
Client / Homeowner (if different from caller)
"Can I get the homeowner's full name?" • "What's the best number to reach them?" • "And their email?" • "Do they prefer to be contacted by call, text, or email?"
Call
Text
Email
🎯 Auto-Triage Auto-updates as you fill the form
PENDING
Fill in lead type + service + budget/timeline to triage
Script: "This isn't our specialty, but I work with a great team that does this. I'll have them reach out — what's the best number?"
Script: "I'll have someone follow up with you on [date] to see where you're at. Sound good?"
Scheduling & Notes ✅ Triage says: BOOK IT
"Is this an emergency, or can it wait?" • "What days and times work best for an on-site visit?" • "We'll send someone out to assess and quote it. Anything else I should note?"
💡 Callback number to give the customer: 770-284-5353 — Google's tracking numbers change, so always give this one.
🚨 Emergency
⚡ Urgent (this week)
📅 Normal (next 30 days)
🐢 No rush
Mon
Tue
Wed
Thu
Fri
Appointments
⭐ Common Q&A — what to say
"Do you give military discounts?"
→ "Yes, we definitely take care of our veterans. It depends on the project — your closer will work that out when they come out." (Don't quote a percentage.)
→ "Yes, we definitely take care of our veterans. It depends on the project — your closer will work that out when they come out." (Don't quote a percentage.)
"What's your callback number?"
→ "It's 770-284-5353." (Always give this number — Google's tracking numbers change.)
→ "It's 770-284-5353." (Always give this number — Google's tracking numbers change.)
"What's the price?"
→ "Your closer will give you accurate numbers when they're on-site. They have a lot more flexibility in person."
→ "Your closer will give you accurate numbers when they're on-site. They have a lot more flexibility in person."
"How long will it take?"
→ "That depends on what they find. Your closer will give you a detailed timeline during the visit."
→ "That depends on what they find. Your closer will give you a detailed timeline during the visit."
"I want to think about it."
→ "No problem. I'll set a follow-up date — what works best?" (Set Follow-up Date above.)
→ "No problem. I'll set a follow-up date — what works best?" (Set Follow-up Date above.)
If they need a follow-up call, pick a date and it'll land on the Call-Back List.
Live Summary
Start filling the form...
📅 Set an Appointment
"What days and times work best for an on-site visit?" • "I can get Wes out to you Thursday between 12 and 2 — does that work for you?"
Google Calendar:
📅 All Staff
Find a Contact
Start typing a name, phone number, or address.
Searches our call log, Quo contacts, and JobTread — a phone number reverse-looks-up the
customer, vendor, or adjuster. Pick a result and the form below fills itself.
📅 New Appointment
:
:
Where are we meeting? — this goes on the calendar
Tell the client
Both include a one-tap link so they can drop it on their own calendar.
They're told again if you move it or cancel it.
Who needs booking
📞 Recent Calls
📅 Waiting on a Date
📤 Call-Back List
Pending follow-ups and scheduled callbacks. Click any name to start an outbound call pre-filled with their info.
View Agent Activity
Agent Roster
Appointment Staff
The people a customer can be booked to meet with. These are the options in the
Meet With dropdown on every appointment — separate from the agent roster above,
which is who takes the calls.