Every inbound inquiry lands in one place with a response drafted and a next action attached, whether it arrived as a voicemail, a web form, an email, or a message. The lead that used to sit unanswered until Thursday gets a reply the same hour and a slot on the calendar.
The live Taskade Genesis app on this page shows a working intake board. Move an inquiry from new to booked, look at what the agent drafts on the way, then use it and a running copy is yours in about ten seconds. Try the finished funnel before committing.
That app is the Appointment Booking System, a live Taskade Genesis app you can click through and clone in about ten seconds. It is not a missed-call intake board out of the box, so treat it as the starting point: clone it, then carry its intake and booking flow across and describe the rest of this build to Taskade Genesis.
The build is a real intake record. Each inquiry carries the source, the contact details, what they need, the urgency, the address, whether they are an existing customer, and the response status. Existing customers are matched to their history automatically, so the person replying knows this is the third call about the same unit. New inquiries are qualified with the questions that actually matter for your trade, such as the equipment involved, the age of the system, whether the property is owned or rented, and whether they are shopping or ready to book. Response time is measured, because in field service speed is the single largest determinant of who wins the job.
Work the funnel in whichever layout suits:
- Board view for inquiries moving through new, contacted, quoted, booked, and lost
- Table view for the response time report by source and by day
- List view to read one inquiry with the drafted reply attached
- Calendar view to see booked jobs landing from this week inquiries
- Plus Mind Map, Gantt, and Org Chart across the 7 project views
Automations make speed automatic. With Taskade automations, a web form or email creates the inquiry and drafts a reply immediately, an unanswered inquiry escalates after your chosen minutes, and a booking converts the inquiry into a job with the details already captured. Across 100+ bidirectional integrations, Gmail, web forms, and messaging pull inquiries in while email and Slack push replies and alerts out. See the mailhook trigger and the forms trigger.
The AI agents here carry 34 built-in tools including persistent memory, web search, file analysis, custom slash commands, and multi-agent collaboration, running on 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers. The Intake agent drafts the first reply with the right qualifying questions for the described problem, so the person who answers is editing rather than composing.
Use the app, invite whoever answers the phone, and the inquiries, the replies, and the conversion data are yours.
Browse live intake apps in the Community Gallery, start a build at Taskade Genesis, or read how to build a form with logic. Booked jobs flow to technician dispatch, and urgent ones route through the same-day emergency queue.
Speed is the entire game in inbound service work. Customers with a failure call several companies and book with whoever responds first and sounds competent, which means the job is usually decided long before price enters the conversation. Most operators are slower than they believe, because the calls that go unanswered are invisible by definition. Measuring response time per inquiry is uncomfortable for exactly a week and then becomes the most actionable number in the business, since a drop from four hours to twenty minutes changes booking rates without any change in advertising spend.
Frequently Asked Questions
Can it capture voicemails?
Voicemail transcripts sent by email land as inquiries through the email trigger, so a missed call becomes a tracked record rather than a notification someone swipes away. From there it follows the same path as every other source.
How fast is fast enough to respond?
Faster than the competitor the customer is calling next. Response time is measured per inquiry so you can see your real average rather than the one you believe, and escalation fires when an inquiry sits too long.
Does it qualify leads, or just log them?
It qualifies. The drafted reply asks the questions your trade actually needs answered, and the responses are captured as fields, so by the time someone speaks to the customer the basics are known.
Can it tell which sources are worth the money?
Yes. Inquiries, bookings, and completed revenue are tracked by source, so the advertising conversation is grounded in booked work rather than form fills.
What about repeat customers?
They are matched to their history on arrival, so the reply can reference the equipment and the last visit. That recognition is one of the cheapest loyalty wins available to a small service business.
Does every reply go out automatically?
That is your choice. Most operators start with drafts that a human approves, then automate the simple confirmations once they trust the drafting. Both patterns are supported.
Can it book the customer directly?
Yes. The reply can include a booking link that puts the customer on the schedule and creates the job, which removes a full round of phone tag from the process.
Should we answer inquiries after hours?
At least acknowledge them. An immediate reply confirming receipt and offering a morning slot captures a large share of the work that would otherwise go to whoever answers first the next day, and it costs nothing once the drafting is automatic.
