Ask in a fixed order: appliance type and brand, the exact fault code or light pattern, then model and serial from the data plate. If the caller cannot read the plate aloud, text a request for a photo and book a provisional slot anyway. Type, brand and symptom are needed to book; model and serial can follow.
Voice assistants are good at asking questions in order, and they can mishear long strings of letters and digits, especially down a poor line from a utility room. The photo of the plate is therefore the record and the spoken number is the backup. The caller is also standing next to a dead machine, so keep every question short, accept "I don't know" and move on after two tries.
What a missing model number costs before the van leaves
Two dishwashers that look identical can take different pumps, and a technician who turns up without the right one has to come back. That second trip is the cost the intake script exists to prevent.
The maths below uses made-up figures, so swap in your own. A four-technician firm books 120 visits a month. In 18 of them (15 per cent) the part is not on the van because the ticket had no model number, or the wrong one. Each repeat trip costs about $60 in technician time and fuel, and it uses a slot that could have been a first visit. That is 18 × $60 = $1,080 a month. If a better intake halves the repeat trips to 9, the saving is 9 × $60 = $540 a month, before counting the customers who stop waiting and book someone else.
To get your own figures, pull three months of job notes and count the visits that ended with "return with part". For each one, check whether the original ticket held a model number. If most did not, the questions below are aimed at your biggest leak. If most did, the leak is elsewhere, and what to do when an AI receptionist gets a booking wrong is the better place to look.
The order of questions on the call
Order matters more than wording. Put the questions that nearly always succeed first (name, number, appliance, brand, symptom) and the one most likely to stall (model and serial) after them. A caller who gives up at the data plate has then already given you a job you can call back.
- Mobile number and first name, read back digit by digit. A dropped call becomes a callback instead of a lost lead.
- Appliance and brand. Check the brand against your serviced list straight away. Declining early is kinder to both sides than declining after ten minutes.
- What it is doing, in the caller's own words. One open question, then stop talking.
- The code or light pattern, captured exactly (see the section below).
- Fuel and fitting: gas or electric, built in or freestanding, which floor. A gas appliance may need a different technician, and a built-in oven takes longer to pull out.
- Model and serial from the plate, or the photo request.
- When it was bought and any warranty or protection plan.
- Address and access, then the preferred day and time window.
- A two-sentence read-back of the whole job, and what happens next: a confirmation text, a photo request, a call from the office.
As a script, the order looks like this. Square brackets mark things you fill in, and every line is short enough for a voice assistant to say in one breath.
RULES FOR THE ASSISTANT
- Ask one question at a time. Never diagnose, never say what a fault code means,
never say whether a repair is covered or what it will cost beyond the
diagnostic fee below.
- If the caller does not know an answer, write "unknown" and move on.
- After two failed attempts at any field, move on and flag the field.
- Gas smell, smoke or flames: tell the caller to leave the area and call the
emergency services (the gas emergency line for gas), then alert [owner] and
stop the booking.
- Burning smell, sparks or water running onto electrics: say "I'm putting you
through to a colleague now" and transfer. If smoke or flames appear, the
caller should leave and call the emergency services.
SCRIPT
Greeting: "Thanks for calling [Business]. I'm the phone assistant. I can book a
repair visit and take the details the technician needs. Calls may be recorded.
What's the appliance, and what's it doing?"
1. Number: "Can I take a mobile number in case we get cut off?" (read back)
2. Type and brand: "Which appliance is it, and which brand?"
- Brand not on [serviced list]: "Sorry, we don't repair [brand]. The maker's
support line can point you to an authorised repairer." End politely.
3. Symptom: "Tell me what it's doing in your own words."
4. Code: "Does it show a code on the display, flashing lights, or nothing?"
- Code: "Please read it one character at a time." Read back with a plain
word per letter, then confirm.
- Lights: "How many are flashing, and which ones?"
- Ask: "When does it appear, and has it ever cleared by itself?"
5. Fitting: "Is it gas or electric? Built in or freestanding? Which floor?"
6. Plate: "Can you see a silver or white label with Model and Serial on it
without moving anything? Read me the line marked Model."
- Second failure: "No problem. I'll text you a number to send a photo to."
7. Age: "Roughly when did you buy it, and is there a warranty or protection plan?"
8. Visit: "Which days suit you? Mornings or afternoons?" Offer only slots the
calendar shows.
9. Read-back: "So that's a [brand] [appliance] showing [code], visit on [day],
[window], at [address]. You'll get a text to confirm. Anything else?"
Keep the greeting honest: it says that this is a phone assistant and that calls may be recorded. Rules on recording and on telling callers they are speaking to an AI differ from place to place, so check yours before you switch it on. For general script structure and escalation wording, how to write call scripts and escalation rules for an AI receptionist covers the parts that are the same in every business.
Where each appliance keeps its data plate
Callers who are asked for "the serial number" often have no idea where it lives, so the receptionist should offer a hint. The table below pulls together what three manufacturers' own owner-support pages say, and they do not agree with each other even for the same type of appliance. That is the reason to treat the location as a hint rather than an instruction.
| Appliance | What the makers' pages say | Wording for the caller |
|---|---|---|
| Front-load washer | Inside the door, on the rim of the opening; a silver label at the top of the opening; along the door trim | "Open the door and look around the rim for a silver or white sticker." |
| Top-load washer | Under the lid on the tub rim; or the back or right side, or the top of the cabinet under the open lid | "Lift the lid and look around the rim, then along the back edge." |
| Dryer | On the rim of the door opening; along the top of the opening | "Open the door and look at the top edge of the opening." |
| Dishwasher | Left side of the tub frame; the right edge of the door; the inside of the door or the right side of the tub | "Open the door and look at both door edges and the sides of the tub." |
| Fridge-freezer | Inside the fresh-food compartment on an upper side wall, left or right depending on style and age | "Open the fridge door and look at the upper side walls." |
| Range cooker or oven | On the oven frame or the storage-drawer frame; the left side of the open oven door; the interior side trim | "Open the oven door and check both side frames." |
| Built-in or wall oven | The top of the oven cavity; under the control panel, looking upward; the interior side trim | "When the oven is cool, open the door and look along the side trim and up at the top of the opening." |
| Over-the-range microwave | On the front frame when the door is open | "Open the door and look at the front frame." |
| Cooktop or hob | On a rating plate on the underside, which means lifting it; one maker also suggests the front or side of the base, or the cupboard below | Never ask them to lift it. "Is there a cupboard underneath? If so, is there a label inside?" If not, take a receipt, the manual or a photo of the front, and let the technician find the plate on site. |
Two rules go with the table. First, only ask for a label the caller can see without moving the appliance, opening a panel or touching anything electrical or gas. Second, where the plate is hidden (most cooktops and hobs), do not turn the call into a treasure hunt. A purchase receipt, a manual or a photo of the front of the appliance is enough to book, and the technician finds the plate on the day.
The label itself can carry several numbers: model, serial, a product or type code, sometimes a build date. Tell the receptionist which line you want ("the line marked Model") and to read it back with its label name. The mistake it prevents is covered near the end.
Reading a fault code down the phone
Each manufacturer defines its own fault codes, and the same characters can point to different faults on different makes. A code is only useful next to a brand and model, which is why brand comes before the code in the script and why the receptionist never says what a code means. A guess given over the phone becomes a promise the technician has to honour or argue about.
What the receptionist does is capture the code exactly as shown:
- Ask whether the display shows letters and numbers, flashing lights, a beep pattern or nothing. Not every machine has a text display.
- Take the characters one at a time and read them back with a plain word for each letter ("F as in Frank, zero, five"). Confirm the result, not just the string.
- Ask when it appears (at power-on, mid-cycle, on one programme only) and whether it has ever cleared by itself. These are details for the technician, not troubleshooting steps for the caller.
- Ask what the caller has already tried, and write it down without comment.
- If there is no code, write "no code" in the field. An empty field looks like a question that was never asked.
The difference shows up in the job note. Before: "Washer not draining, shows an error, ring back." After: "Front-load washer, LG. Display shows OE, read back as 'letter O, letter E' and confirmed (caller first said 'zero E'). Appears when it should be draining; water left in drum. Model photo requested 10:42, not received yet. Bought about three years ago, no protection plan. Electric, built in under the counter, ground floor. Thursday morning slot held."
LG's help library lists OE as the code its front-load washers show when they cannot drain the wash water, yet the note does not say so, and it should not. Recording the code exactly is the receptionist's job; reading it is the technician's. The read-back earned its place in that call too, because a letter O and a zero look much alike on a small display, and a code noted as "0E" may match nothing when the technician looks it up.
Getting the photo without losing the booking
A photo of the plate beats any spoken number, and there are four ways to get one. The first two work with almost any receptionist tool.
- Reply by text. A message from your business number asks the caller to reply with a photo. The reply lands in whatever inbox that number feeds, so this only works if a person watches that inbox and attaches the photo to the job.
- Upload link. The text carries a link to a one-field form. Jotform's free plan allows 100 submissions a month and 100 MB of space; phone photos are often a few megabytes, so expect a few dozen photos at most, and test with your own phone to see the real size.
- The confirmation call. Whoever rings the day before asks for the label then, with the caller standing next to the machine.
- The technician. The fallback: photograph the plate on arrival and attach it to the job so the next call has it.
Check what your tool can send. From the vendor pages I read on 29 October, Rosie's Professional plan sends appointment links by text and its Scale plan can text callers during the call. Dialzara's texting is a separate add-on at $19 a month plus $0.05 per AI message. Jobber's Receptionist can text back callers who hang up, and you can switch it off for a single text conversation and reply yourself. PN Receptionist's Speech + Text plan lets callers keep chatting by text after the call. None of those pages promises that a photo sent back will be read, stored or attached to a job, so send yourself a real photo and see where it lands. The same point applies to photo requests for junk removal, where the photo decides the price rather than the part.
The request should be specific and should tell the caller not to move anything:
Hi [first name], it's [Business] about your [appliance]. To send the right
technician, please reply with two photos: (1) the silver or white label that
shows Model and Serial [usual spot for this appliance], and (2) the display
showing the code. Please don't move the appliance or open anything to find
the label. If you can't see it, just reply SKIP and we'll sort it on the day.
The booking never waits for the photo. If none has arrived by a set time the day before (6 pm is a common choice), the office rings and asks.
Reading the photo with a chat assistant
Once a photo is in, a general chat assistant can read the label faster than a person can type it. Crop to the label first, because customers' kitchens appear in the background. Then ask for a careful reading, not a guess:
Read this photo of an appliance data plate. Return the brand, model, serial
number, build date if printed, and any other numbers with their printed names.
If you are unsure of a character, write it as ? and list which characters were
unclear. Do not guess or complete partial numbers.
A realistic reply (illustrative): "Brand: not visible. Model: XB4410-W. Serial: 7?2210458 (second character could be K or X). Build date: not printed. Product number: 4410-W/01. Unclear: second character of serial." What you would fix: the assistant has flagged the doubtful character, which is the behaviour you want, so someone compares the typed fields with the photo before the ticket is released. Never let it fill in a partial number from memory. A plausible wrong model number is worse than a blank.
Warranty questions: collect facts, never give a verdict
The receptionist's job here is to bring the facts to the person who decides. It asks when the appliance was bought (callers answer "about two Christmases ago" more easily than "how old is it"), where it was bought, whether it was new, whether a manufacturer warranty or a protection plan applies, and the plan's name and claim or authorisation number if the caller has one. It also asks whether the appliance has been repaired before and by whom.
It does not say "that should be covered" or "you will have to pay". Terms depend on the maker or the plan, and the office has to read them. If you do warranty work for a brand, make whatever that brand's claim process asks for a required field for that brand. For the wider process behind claims, see how to handle warranty claims faster with AI triage.
Three illustrative callers show how the answers turn into flags:
| What the caller says | Flag on the job | What happens next |
|---|---|---|
| Bought new from a shop eight months ago, has the receipt | Possible maker warranty | Provisional slot held; the office reads the maker's terms before dispatch |
| Five years old, covered by a protection plan, gives a claim number | Third-party plan | Office contacts the plan administrator for authorisation first |
| Inherited, age unknown, no paperwork | No warranty known | Standard slot; receptionist states your diagnostic fee as scripted |
Booking rules that use what was captured
Intake only pays off if the booking logic uses it. These rules are the ones I would set first. The slot lengths and thresholds in square brackets are placeholders to replace with your own.
| What the call captured | What the receptionist does |
|---|---|
| Type, serviced brand, symptom and either the model or a photo | Books a standard slot for that appliance type ([60] minutes for a washer, [90] for a fridge-freezer) and texts a confirmation |
| The same, but no model and no photo yet | Books a diagnostic slot flagged "model unknown, allow extra time", sends the photo request, and leaves the office to chase the day before |
| A brand or appliance type you do not repair | Declines politely, mentions the maker's support line, books nothing |
| A gas appliance, when only some technicians are gas-qualified | Books only into slots held by a qualified technician; otherwise takes a message for the office |
| A fridge or freezer that has stopped cooling with food inside | Offers the earliest slot; if none within [24] hours, transfers to the office |
| A warranty or protection plan mentioned | Holds a provisional slot and flags the job for a cover check before dispatch |
| A repeat fault within [30] days of your last repair | Transfers to the office and does not book a new standard visit |
| A request for a price over the phone | States your diagnostic fee as scripted and says the repair price follows the diagnosis |
Where the captured details end up matters as much as the capture. A model number typed into a notes field does nothing; the same number in a parts-lookup field on the job card lets the technician check stock before leaving. Appliance repair software compared for scheduling, parts and warranty looks at which job tools give model and serial a field of their own.
Script length and the bill
A ten-question intake with answers should run about two to three minutes, and on some plans that length is what you pay for. Per-call and per-conversation plans do not care how long the script is. Per-minute plans do.
Take 100 intake calls a month. On Jobber's Receptionist add-on ($29 a month including 30 conversations, then $0.79 each) the bill is $29 + 70 × $0.79 = $84.30, plus your Jobber plan, whether the script takes two minutes or four. On Smith.ai's Pro plan at its 75-call tier ($150, then $2.50 a call) it is $150 + 25 × $2.50 = $212.50, again regardless of length. On Dialzara's Business Pro plan ($99 for 220 minutes, then $0.45 a minute), a two-minute script (200 minutes) costs $99, while a four-minute script (400 minutes) costs $99 + 180 × $0.45 = $180. Rosie's Professional plan includes 250 minutes for $49, and I could not find a published price for minutes beyond that, so ask before you rely on it.
None of this is an argument against long scripts. It is an argument for timing your test calls, working out the monthly minutes, and comparing like with like. Which questions earn their seconds? Model, brand, code and address clearly do. A third question about how the caller found you probably does not.
When a person takes over
Write the transfer rules before the first live call, and keep them short enough that you can remember them:
- Gas smell, smoke or flames: the emergency services first (the gas emergency line for gas), then an alert to you, and no booking.
- Burning smell, sparks, or water onto electrics or pouring from the appliance: transfer straight to a person, because a person can talk the caller through what to do and the receptionist should not.
- A caller who has asked for a person twice, or who sounds upset.
- A repeat visit after one of your repairs.
- Landlords and property managers with several appliances, who need an authority or purchase order.
- Insurance or protection-plan claims that need an authorisation number.
- Two failures in a row to capture the callback number: take a message and read it back.
A warm transfer means the receptionist stays on the line, tells your staff who is calling and why, and then connects them. A blind transfer simply connects. Dialzara lists blind transfer on every plan and warm transfer from its $99 Business Pro plan. Rosie lists warm and live transfers on its $149 Scale plan. Jobber's Receptionist escalates by transfer or text once you set an escalation policy, and the escalation number has to differ from your business number. Whatever you use, add a fallback: if nobody answers within about 20 seconds, the receptionist takes a message and promises a callback by a stated time.
Ten practice calls that try to break the script
Ring the receptionist yourself, twice each, from two different phones, and read the transcript rather than only the summary. Summaries hide mishearings.
| # | What you say | A pass looks like |
|---|---|---|
| 1 | Read a model number with a tap running behind you | It reads the number back in groups and flags any character it is unsure of |
| 2 | "I can't find the label" | One location hint, then the photo request, and the booking still happens |
| 3 | "It just beeps" | It asks about lights and records "no code" if there is none |
| 4 | Name a brand you do not repair | Polite decline, nothing booked |
| 5 | "It's a built-in oven, no idea how old" | Age recorded as unknown, fitting recorded as built in, no guessing |
| 6 | "Is this covered by my warranty?" | It collects purchase date and plan, and does not give a verdict |
| 7 | "I can smell gas" | Emergency message first, alert sent to you, no booking |
| 8 | "What does this code mean?" | It declines to interpret and offers the diagnostic visit |
| 9 | Get audibly annoyed at the fourth question | It offers a person or a callback instead of pressing on |
| 10 | Mention a second appliance halfway through | Two job notes, or one flagged as a pair for a longer slot |
After the first 30 real calls, count the tickets that reached the technician with a model number or a photo. Set your own bar before you look; something like eight in ten is a reasonable first target. Then check how many repeat trips those tickets caused. How to set up an AI receptionist without losing callers covers the go-live steps that sit around these tests, such as forwarding and a fallback number.
The serial number that was really a product code
A realistic slip to look for in test calls: a receptionist told only to "get the number off the label" records whichever number the caller reads first. On a dishwasher label that could be a product code rather than the model. The ticket would then carry that code in the model field, the technician would search for parts with it, find nothing, and have to ring the office from the driveway.
The fix has three parts. Ask for the line marked Model and, separately, the line marked Serial, and have the receptionist read each back with its label name. Make the photo mandatory for any ticket that includes a part-dependent fault. And add one human check: when a photo arrives, someone compares it with the typed fields before the job is released to the technician. It takes under a minute a ticket, and it is the step that catches the mistakes a voice assistant cannot see.
Questions appliance repair owners ask about intake
Should the receptionist tell callers what a fault code means?
No. Each manufacturer defines its own codes, and the same characters can point to different faults on different makes, so a spoken guess turns into a promise. Have the receptionist record the code exactly, say that the technician will confirm the cause on the visit, and offer the diagnostic booking.
Do I need the serial number before I book a repair?
Usually not. Type, brand, symptom and either the model or a photo of the plate are what let you plan parts and time. The serial matters for warranty checks and some parts lookups, so ask for it, but never hold the booking for it. Make it required only for brands whose claims need it.
What if the caller has two appliances to fix?
Treat each as its own job note with its own brand, model and code. The receptionist should finish one set of questions, then repeat them for the second appliance, and flag the pair so the office can allow a longer slot or split the visit if one technician cannot service both.
Can the receptionist check whether the appliance is under warranty?
It can collect the facts that decide it: purchase date, where it was bought, any protection plan and its claim number. It should not give a verdict, because terms depend on the maker or plan and someone in the office has to read them. Flag the job and hold the slot until cover is checked.
Further reads
- Seven AI Tools for Appliance Repair Companies and What Each Costs — The other AI jobs in an appliance repair firm, with costs
- Appliance Repair Estimate Template: A Worked Example, Written With AI — Turn the diagnosis into a written estimate the customer approves
- Appliance Repair Marketing: Local Pages and Review Requests With AI — Bring in the calls the receptionist will answer
- How to Measure an AI Receptionist's Return in the First 90 Days — Judge the first 90 days of calls and bookings
- How to Set Up Missed Call Text Back for a Service Business — Text back callers who hang up before anyone answers
- AI Receptionist for Trades: Built Into Your Job Software or Standalone? — Built-in or standalone receptionist for a trade business
- HVAC Companies AI: What Warranty Paperwork Automation Costs — A monthly cost table for four ways to automate warranty registration and claims, with serial-number capture, a deadline tracker and claim wording.
- AI Receptionist for HVAC Companies: Route Sales Calls, Not Just Repairs — Seven call types and where each goes, phrases that signal a replacement lead, a four-question qualifier, a warm-transfer script and a worked month of calls.
- AI Tools and AI Development: The Complete 2026 Guide — the AI hub, including every tutorial in the AI-for-business series.
Sources: Whirlpool, LG and Electrolux owner support pages on where model and serial labels sit; LG's help library page on the front-load washer OE code; Smith.ai, Jobber, Dialzara and Rosie pricing and help pages; Powered Now's PN Receptionist page; Jotform's pricing page. All read on 29 October 2026.