Example Workflows for Contractors

See How an OnCrew Pilot Handles After-Hours Calls

These are practical launch scenarios, not published customer case studies. Use them to understand what the product can test during a first pilot.

HVAC

HVAC after-hours emergency

Example workflow

Pilot

Validate before scaling

1The Call Situation

A homeowner calls after hours about a no-heat or no-cooling issue. The business needs the call answered, the urgency captured, and the right on-call contact notified without inventing an appointment the team has not confirmed.

✓The OnCrew Handoff

OnCrew collects the caller details, asks trade-specific triage questions, flags the emergency level, and sends a concise handoff summary for human follow-up.

Answered

Caller reaches the AI instead of voicemail

Tagged

Emergency category and urgency captured

Alerted

On-call contact receives the handoff

Logged

Transcript and summary available in dashboard

Use this scenario to verify the script, escalation contact, and emergency wording before sending live traffic.

Operations lead

Pilot reviewer, HVAC after-hours emergency

Plumbing

Plumbing leak intake

Example workflow

Clear

Handoff for human follow-up

2The Call Situation

A late-night caller reports water actively leaking. The business needs the AI to prioritize safety, collect the address and callback number, and alert the team quickly.

✓The OnCrew Handoff

OnCrew guides the caller through basic intake, identifies the situation as urgent, and prepares a callback-ready summary for the plumber on duty.

Captured

Name, phone, location, and issue

Prioritized

Leak severity separated from routine calls

Routed

Urgent summary sent to the team

Reviewed

Owner can inspect transcript quality

The pilot goal is clean intake and fast handoff, not unsupported promises about guaranteed booked revenue.

Owner

Emergency contact, Plumbing leak intake

Electrical

Electrical safety triage

Example workflow

Safety

Triage-first handling

3The Call Situation

A caller describes sparking, burning smells, or partial outage symptoms. The workflow needs conservative safety language and a reliable escalation path.

✓The OnCrew Handoff

OnCrew records the symptoms, marks the call as safety-sensitive, and pushes the summary to the configured emergency contact for immediate review.

Classified

Safety-sensitive issue marked clearly

Escalated

Configured team contact notified

Auditable

Full transcript remains available

Tunable

Script can be adjusted after review

This page describes a launch-safe workflow to test; it is not a published customer result or safety guarantee.

Dispatcher

Safety reviewer, Electrical safety triage

Pilot with real calls before scaling

Ready to Test Your Own Workflow?

Start with a controlled pilot: configure your services, review transcripts, and decide whether the handoff is strong enough for more call volume.

Start a Guided Pilot View Plans