The script, step by step
1. Say who you are, then check safety
- Say
Hi, this is [Name] from [Company]. You sent us a request about [water damage / the form subject] [a few minutes ago / this morning]. Before anything else, is everyone safe there?
- Why
- Naming the request makes it a callback, not a cold call. The safety question comes first because the situation may have changed since they filled in the form.
- Write down
- Reached the person who sent the request (yes or no)
- Anyone hurt or in danger
What to do at step 1 If Then Anyone is hurt, there is fire, or they smell gas "Please hang up and call 911, or the gas company from outside. Call us back on this number when everyone is safe." Log it and alert the on-call technician. Wrong person, or they didn't send a request "I'm sorry to bother you. I'll take this number off our list." Mark the number do not call. 2. Check it's a good time
- Say
Is now a good time for two or three minutes so we can get someone out to you?
- Why
- Asking keeps the call welcome. If they're busy or in the middle of the cleanup, a scheduled callback beats a rushed intake.
- Write down
- Good time (yes or no)
- Callback time, if not
3. Is water still coming in?
- Say
Is water still coming in right now, or has it stopped? If you can reach the main water shutoff safely, without walking through standing water or past wet outlets, please turn it off.
- Why
- An active loss changes everything: it wakes the on-call technician now instead of booking an inspection.
- Write down
- Active or stopped
- Water shut off (yes or no)
4. Confirm what the form told you
- Say
I have the address as [address from the form] and your number as [number]. Is that right, and is there a gate code or anything we should know to get in?
- Why
- Reading back the form shows you have their details and catches typos, which are common on phone keyboards.
- Write down
- Confirmed address and unit
- Confirmed callback number
- Access notes
5. Where did the water come from, and what's wet?
- Say
Where did the water come from, and which rooms are wet? Is any ceiling sagging?
- Why
- The source tells the technician what kind of water to expect; the rooms and any sagging ceiling set the urgency and the crew.
- Write down
- Source
- Rooms and floors affected
- Sagging ceilings, walls or floors
7. Insurance details
- Say
Are you planning to go through insurance? Which company is it, and have you opened a claim yet?
- Why
- Capturing the carrier and claim number on the first call saves a chase later.
- Write down
- Insurance company
- Claim number, if opened
What to do at step 7 If Then They ask whether insurance will cover it "Your insurance company decides that. We'll document everything we find for your claim." 8. Set the next step
- Say
[Active:] I'm sending this to our on-call technician now, and they'll call you at [number] within [your callback window]. [Stopped:] The next step is an inspection. I have [day and time] or [day and time]. Which works better?
- Why
- Every callback should end with a time the customer can count on.
- Write down
- On-call alert sent, and who acknowledged
- Inspection date and time
9. Close the call
- Say
If it's safe, take photos of the damage. If anything changes or anyone feels unsafe, call 911 first, then call us back on this number. Thanks for reaching out to [Company].
- Why
- Ending on the safety rule and the callback number means they know what to do if things get worse before the crew arrives.
What not to say
| Don't say | Say instead | Why |
|---|---|---|
| “You filled out our form, so we can call you any time.” | “Is now a good time for two or three minutes?” | A form isn't permission for any call at any hour, and the customer should feel in control. |
| “We'll be there in 30 minutes.” | “The on-call technician will call you within [your callback window] to set a time.” | Arrival depends on the crew and the roads. Promise only the callback you can keep. |
| “Insurance will cover this.” | “Your insurance company decides coverage. We'll document everything.” | Coverage depends on the policy and the facts. |
| “We're the cheapest in town.” | “The technician will go through pricing after the inspection.” | Nobody can price a loss they haven't seen, and price claims invite disputes. |
When to hand off
| When | What happens |
|---|---|
| Anyone is hurt, fire, or a gas smell | Caller calls 911 or the gas company. Log it and alert the on-call technician. |
| Water is still coming in | Wake the on-call technician now, and keep escalating until someone acknowledges. |
| They already hired another company | Thank them, note it, and close the lead. Don't push. |
| Wrong number or no request | Apologize and mark the number do not call. |
| Commercial or multi-unit property | Alert the commercial manager. |
Spanish version
The same steps in Spanish. Read it aloud with a fluent speaker on your team and adjust the wording to how your customers talk before you use it.
- Paso 1.
Hola, le habla [Nombre] de [Compañía]. Nos mandó una solicitud sobre [daños por agua / el tema del formulario] [hace unos minutos / esta mañana]. Antes que nada, ¿están todos bien?
- Paso 2.
¿Tiene dos o tres minutos para que podamos mandarle a alguien?
- Paso 3.
¿Sigue entrando agua en este momento, o ya paró? Si puede llegar a la llave principal del agua sin pasar por agua estancada ni cerca de enchufes mojados, por favor ciérrela.
- Paso 4.
Tengo la dirección como [dirección del formulario] y su número como [número]. ¿Es correcto? ¿Hay algún código de portón o algo que debamos saber para entrar?
- Paso 5.
¿De dónde vino el agua, y qué cuartos están mojados? ¿Algún techo se ve hundido?
- Paso 6.
¿Usted es el dueño, el inquilino o el administrador de la propiedad? Si tenemos que empezar el trabajo, ¿quién lo puede autorizar?
- Paso 7.
¿Piensa hacer un reclamo al seguro? ¿Con qué compañía, y ya abrió un reclamo?
- Paso 8.
[Si sigue entrando agua:] Le estoy pasando esto ahora mismo a nuestro técnico de guardia, y le va a llamar al [número] dentro de [su tiempo de respuesta]. [Si ya paró:] Lo que sigue es una inspección. Tengo el [día y hora] o el [día y hora]. ¿Cuál le queda mejor?
- Paso 9.
Si es seguro, tome fotos de los daños. Si algo cambia o alguien se siente en peligro, llame primero al 911 y después vuélvanos a llamar a este número. Gracias por comunicarse con [Compañía].