No answer → work down the list above (1 → 1B → 2).
⛔ PAST 9 PM — DO NOT TRANSFER ANYONE. Log the call on this sheet; the team follows up.
✓
Booked!
The appointment is on the calendar and the details were sent to the team. Confirm the date and time with the caller. Need to reach someone? All the numbers are below. Then start a new call.
✓
Logged & team notified
The details were sent to the team. Let the caller know someone will reach out shortly. Need to transfer them or reach someone? All the numbers are below.
📝 How this sheet works
Pick why they’re calling below.
Fill it out while they’re on the line — name, phone, address, and what they need.
Hit submit. The next screen gives you who to call and every direct number, in the order to try them.
Nothing reaches the team until you submit, and the phone list stays hidden until then.
So even when the caller just wants a certain person — or is asking about a job already in progress —
fill this out first. It takes a few seconds, and their number is on the very next screen.
1
Why are they calling?
Pick the reason for the call.
2
Caller info
Name, phone, and the service address. Start typing the address — it will autofill.
3
What do they need?
Check everything they mention. No pricing here — the rep prices it on-site.
4
Schedule it
Book the free in-person estimate now.
SuMoTuWeThFrSa
Pick a time
Internal tool — Roof Gutter Now, 4019 S. Main St, Akron, OH 44319.
Test runs: use phone 000-000-0000 — the booking still works, but no team notifications are sent.