Call IQ customizable call flows serve as the technical framework that consistently executes your lead qualification and job routing protocols. The routing logic evaluates the caller's intent — plumbing emergency, electrical repair, cleaning service, landscaping quote — and applies your predefined criteria to determine appropriate next steps.

The system handles calls autonomously using structured qualification questions about job location, access details, urgency level, and budget. Intelligent routing ensures emergency calls receive immediate callback scheduling, while routine maintenance inquiries are directed to the appropriate service window based on your availability.

Every interaction generates detailed call summaries with notifications delivered through your preferred channels — email, Slack, text. The system integrates directly with your job management software, maintaining accurate records without manual data entry. For existing customers, new service requests are automatically added to their property history. For new prospects, the system creates a lead record with complete job details and contact information.

Call IQ customizable call flows evaluate caller intent — emergency outage, panel upgrade, new construction wiring, code violation inspection — and apply your predefined criteria for dispatch priority.

The system handles calls autonomously using structured qualification questions about breaker status, burning smells, partial versus full outage, and property access. Intelligent routing ensures emergency calls with safety concerns (sparks, smoke, shock hazards) receive immediate callback scheduling.

Call IQ customizable call flows evaluate caller intent — tax filing question, bookkeeping inquiry, audit representation, payroll support — and apply your predefined criteria for scheduling priority.

The system handles calls autonomously using structured qualification questions about document readiness, prior year filings, and deadline urgency. Intelligent routing ensures April 14th emergency calls receive immediate callback scheduling.

Call IQ customizable call flows evaluate caller intent — enrollment inquiry, tuition question, schedule change, absence notification — and apply your predefined criteria for follow-up.

The system handles calls autonomously using structured qualification questions about child age, availability, program type (full-time, part-time, drop-in), and start timeline.

Call IQ customizable call flows evaluate caller intent — product inquiry, order status, return request, bulk pricing — and apply your predefined criteria for routing.

The system handles calls autonomously using structured qualification questions about product specifications, delivery requirements, and timeline.

Call IQ customizable call flows evaluate caller intent — immediate pickup, scheduled ride, freight quote, package tracking — and apply your predefined criteria for dispatch priority.

The system handles calls autonomously using structured qualification questions about pickup address, drop-off location, vehicle type needed, and timing flexibility.

Call IQ customizable call flows evaluate caller intent — website design inquiry, SEO audit request, PR campaign, social media management — and apply your predefined criteria for discovery call scheduling.

The system handles calls autonomously using structured qualification questions about project scope, current vendors, decision timeline, and budget approval process.

Call IQ customizable call flows evaluate caller intent — client hiring inquiry, candidate application, payroll question, timesheet issue — and apply your predefined criteria for routing.

The system handles calls autonomously using structured qualification questions about job requirements, budget, hiring timeline, and decision authority.

Call IQ customizable call flows evaluate caller intent — emergency visit, routine check-up, prescription refill, boarding inquiry — and apply your predefined criteria for appointment routing.

The system handles calls autonomously using structured qualification questions about symptoms, duration, medication, and emergency indicators (bleeding, seizures, breathing difficulty).

Call IQ customizable call flows serve as the technical framework that consistently executes your lead qualification and dispatch routing protocols. The routing logic evaluates the caller's intent — burst pipe, clogged drain, water heater issue, slab leak, gas line concern — and applies your predefined criteria to determine appropriate next steps.

The system handles calls autonomously using structured qualification questions about:

• Leak location and severity (active leaking versus intermittent)
• Water shut-off status (has the customer turned off the main valve?)
• Property access (is someone home to let you in?)
• Emergency indicators (flooding, no water, sewage backup)

Intelligent routing ensures emergency calls with active flooding receive immediate callback scheduling, while routine drain cleaning inquiries are directed to the appropriate service window based on your availability.

Every interaction generates detailed call summaries with notifications delivered through your preferred channels — email, Slack, text. The system integrates directly with your job management software, maintaining accurate records without manual data entry. For existing customers, new service requests are automatically added to their property history. For new prospects, the system creates a lead record with complete job details and contact information.

Call IQ customizable call flows serve as the technical framework that consistently executes your lead qualification and dispatch routing protocols. The routing logic evaluates the caller's intent — burst pipe, clogged drain, water heater issue, slab leak, gas line concern — and applies your predefined criteria to determine appropriate next steps.

The system handles calls autonomously using structured qualification questions about:

• Leak location and severity (active leaking versus intermittent)
• Water shut-off status (has the customer turned off the main valve?)
• Property access (is someone home to let you in?)
• Emergency indicators (flooding, no water, sewage backup)

Intelligent routing ensures emergency calls with active flooding receive immediate callback scheduling, while routine drain cleaning inquiries are directed to the appropriate service window based on your availability.

Every interaction generates detailed call summaries with notifications delivered through your preferred channels — email, Slack, text. The system integrates directly with your job management software, maintaining accurate records without manual data entry. For existing customers, new service requests are automatically added to their property history. For new prospects, the system creates a lead record with complete job details and contact information.

Call IQ customizable call flows serve as the technical framework that consistently executes your lead qualification and dispatch routing protocols. The routing logic evaluates the caller's intent — no AC in summer, no heat in winter, poor airflow, thermostat issues, refrigerant leak — and applies your predefined criteria to determine appropriate next steps.

The system handles calls autonomously using structured qualification questions about:

• Current indoor temperature and how long the system has been down
• Thermostat settings and battery status
• Air filter condition and last replacement date
• Unusual sounds (banging, hissing, clicking)
• Emergency indicators (gas smell, frozen coils, burning odor)

Intelligent routing ensures no-heat calls in freezing weather receive immediate callback scheduling, while seasonal tune-up inquiries are directed to the appropriate service window based on your availability.

Every interaction generates detailed call summaries with notifications delivered through your preferred channels — email, Slack, text. The system integrates directly with your job management software, maintaining accurate records without manual data entry. For existing customers, new service requests are automatically added to their equipment history. For new prospects, the system creates a lead record with complete system details and contact information.

Call IQ customizable call flows serve as the technical framework that consistently executes your lead qualification and inspection routing protocols. The routing logic evaluates the caller's intent — active leak, storm damage assessment, age-related replacement, gutter installation — and applies your predefined criteria to determine appropriate next steps.

The system handles calls autonomously using structured qualification questions about:

• Leak location (ceiling stain, wall drip, skylight)
• Storm date and type (hail, wind, hurricane)
• Visible damage (missing shingles, granule loss, dented vents)
• Insurance claim status (filed, pending, denied)
• Roof age and material type

Intelligent routing ensures active leak calls receive immediate inspection scheduling, while storm damage inquiries are prioritized based on your service area and claim filing deadlines.

Every interaction generates detailed call summaries with notifications delivered through your preferred channels — email, Slack, text. The system integrates directly with your job management software, maintaining accurate records without manual data entry. For existing customers, new service requests are automatically added to their property history. For new prospects, the system creates a lead record with complete roof details and contact information.

Call IQ customizable call flows serve as the technical framework that consistently executes your lead qualification and treatment routing protocols. The routing logic evaluates the caller's intent — active infestation, preventative treatment, emergency removal, commercial account — and applies your predefined criteria to determine appropriate next steps.

The system handles calls autonomously using structured qualification questions about:

• Pest type (what they saw, where, when)
• Infestation severity (occasional sighting versus consistent activity)
• Location in home (kitchen, bedroom, basement, attic)
• Previous treatments (DIY attempts, competitor services)
• Safety concerns (children, pets, allergies)

Intelligent routing ensures bed bug and termite calls receive immediate inspection scheduling, while routine ant or roach treatments are directed to your next available service window.

Every interaction generates detailed call summaries with notifications delivered through your preferred channels — email, Slack, text. The system integrates directly with your pest management software, maintaining accurate records without manual data entry. For existing customers, new service requests are automatically added to their property history. For new prospects, the system creates a lead record with complete pest details and contact information.

Call IQ customizable call flows serve as the technical framework that consistently executes your dispatch and qualification protocols. The routing logic evaluates the caller's intent — home lockout, car lockout, business lockout, broken key extraction, lock upgrade — and applies your predefined criteria to determine appropriate next steps.

The system handles calls autonomously using structured qualification questions about:

• Lockout type and location (address, apartment number, vehicle make/model)
• Ownership verification (ID available, rental or owned, proof of residence)
• Lock type (deadbolt, knob, smart lock, padlock)
• Urgency (kids in car, medical need, extreme weather)
• Additional services needed (rekeying, new keys, lock replacement)

Intelligent routing ensures emergency lockouts with children or pets inside receive immediate dispatch, while routine rekeying inquiries are scheduled for the next available appointment window.

Every interaction generates detailed call summaries with notifications delivered through your preferred channels — email, Slack, text. The system integrates directly with your dispatch software, maintaining accurate records without manual data entry. For existing customers, new service requests are automatically added to their property history. For new prospects, the system creates a lead record with complete lock details and contact information.

Call IQ customizable call flows serve as the technical framework that consistently executes your lead qualification and estimate routing protocols. The routing logic evaluates the caller's intent — local move, long-distance move, packing only, storage, commercial relocation — and applies your predefined criteria to determine appropriate next steps.

The system handles calls autonomously using structured qualification questions about:

• Move date (flexible or fixed)
• Current home size (bedrooms, square footage)
• Distance (within city, cross-state, cross-country)
• Special items (piano, pool table, gun safe, art)
• Packing needs (full, partial, or none)

Intelligent routing ensures short-notice moves receive immediate estimate scheduling, while future moves are booked into your standard consultation calendar.

Every interaction generates detailed call summaries with notifications delivered through your preferred channels — email, Slack, text. The system integrates directly with your moving software, maintaining accurate records without manual data entry. For existing customers, new move requests are automatically added to their customer history. For new prospects, the system creates a lead record with complete move details and contact information.

Call IQ customizable call flows serve as the technical framework that consistently executes your lead qualification and estimate routing protocols. The routing logic evaluates the caller's intent — weekly mowing, spring cleanup, tree removal, landscape design, snow plowing — and applies your predefined criteria to determine appropriate next steps.

The system handles calls autonomously using structured qualification questions about:

• Property size (acres or lot size)
• Current lawn condition (overgrown, patchy, weeds)
• Service frequency (weekly, bi-weekly, one-time)
• Special features (flower beds, irrigation, slopes, trees)
• Budget and timeline

Intelligent routing ensures emergency tree removal calls receive immediate dispatch, while new mowing accounts are scheduled for a property walkthrough.

Every interaction generates detailed call summaries with notifications delivered through your preferred channels — email, Slack, text. The system integrates directly with your lawn care software, maintaining accurate records without manual data entry. For existing customers, new service requests are automatically added to their property history. For new prospects, the system creates a lead record with complete property details and contact information.

1. Log in to your RingCentral admin portal
2. Go to Phone System → Extensions → select your user
3. Click Call Handling & Forwarding
4. Add a new forwarding number: +1 (YOUR_CALL_IQ_NUMBER)
5. Set sequence: Ring your desk phone first, then forward to Call IQ after 15 seconds
6. Save changes
7. Test by calling your RingCentral number

1. Log in to Nextiva admin portal
2. Go to Users → select your extension
3. Click Call Forwarding
4. Enable "Always forward" or "Forward when unanswered"
5. Enter your Call IQ number
6. Set ring time before forward (recommended: 15–20 seconds)
7. Save

1. Log in to Vonage admin portal
2. Go to Extensions → select your number
3. Click Call Forwarding tab
4. Enable "Forward calls to another number"
5. Enter your Call IQ number
6. Choose forward condition: Always or When unanswered
7. Save

1. Open Google Voice settings
2. Go to Calls → Incoming calls
3. Add your Call IQ number as a forwarding phone
4. Enable forwarding for "All calls" or "Unanswered calls"
5. Save

Call IQ retains your call data for 30 days from the date of the call.

• Call transcripts and summaries are automatically deleted after 30 days
• Call recordings (if enabled with consent) are deleted after 30 days
• Customer contact information and settings are retained until you delete your account
• You can export your call history and transcripts at any time from your dashboard
• Upon account cancellation, all customer data is deleted within 90 days

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