CSR / Dispatcher

Schedule a callback or recall

  • Est. time saved10 min per recall
  • Works withCopilot · ChatGPT · Gemini
  • GroupBook & Do the Work
  • Ref.WO-0019
Never paste: Customer addresses, phone numbers or emails, gate/lockbox/alarm codes, card numbers, or techs' personal phone numbers.

When to use it

When a customer reports the same problem after a recent repair.

The prompt

Copy this, then replace everything in [brackets].

Write the steps and messages for a recall/callback.
Original job: [date, tech, work done]
Problem now: [description]
Policy: [no charge within X days, who goes back]

Give me: what to ask the customer, how to note it in the FSM for the service manager, and a confirmation text.

Before / after

Before: Callback not flagged, customer billed twice.

After (example output):

Ask: ‘Is it doing exactly what it did before, or something new?’ FSM note: RECALL, orig job 10/12 Marco, capacitor replaced, unit not cooling again. Send senior tech per policy. Text: ‘We’re sorry it’s acting up again. Dave will be there tomorrow 8-10 AM, no charge.’

Tips

  • Always flag recalls. The service manager needs the pattern.
  • Write scripts once, then practice them. The AI is for drafting, not for live calls.
  • Keep it short. People read texts on a phone in a hot house.
  • Review every draft before you send it. You’re accountable for what goes out.