AI CUSTOMER INTAKE

Customer Intake That Captures the Job Details Before You Dispatch

"It's not working" is not a diagnosis. SpotFix sends customers a guided intake link that captures photos, video, and the specific answers your dispatcher needs — in under four minutes, on their own phone, with no app to download.

40% less back-and-forth per job for SpotFix customers

No credit card required. Setup in under 10 minutes.

🤖 Customer Intake ReportAI GENERATED
ContactJohn M. — (512) 555-0182
Issue SummaryWater heater not producing hot water
Photos3 photos, 1 video submitted
Unit InfoBradford White 50gal electric 2016
UrgencyHigh — family of 5, no hot water
Confidence
89%
Intake Tags
Water HeaterHigh UrgencyInfo Complete
✓ Complete job info before first call✓ No more vague voicemails✓ Photos and video on file✓ Urgency pre-triaged
PLATFORM FEATURES

Everything Your Field Service Business Needs

SpotFix AI integrates into your existing workflow in minutes — no IT team required.

📱

Guided Photo & Video Intake

SpotFix walks customers through exactly what to photograph and video — no more blurry shots of the wrong thing.

🧠

AI-Structured Summary

Free-text descriptions become structured job summaries — trade category, issue type, urgency, and key details extracted automatically.

🚨

Urgency Triage

SpotFix flags true emergencies for immediate response and holds cosmetic requests for scheduled queue.

📋

Pre-Call Briefing

Your CSR or dispatcher gets a full job brief before calling the customer back.

🔗

Shareable Intake Links

Text or email your branded intake link from any channel — website, Google Business Profile, social media, or CRM.

📊

Intake Analytics

See what types of jobs are coming in, when, and from where. Plan staffing accordingly.

HOW IT WORKS

From Customer Request to Closed Job in 4 Steps

SpotFix AI fits into your existing workflow without changing how your team operates.

Customer clicks your intake link

Branded link via text, email, or website — no app download, works on any phone.

AI guides them through submission

Prompted to take the right photos, record a video if needed, and answer specific questions.

Structured report lands in your queue

Complete job summary with photos, urgency flag, and contact info.

Your team calls back informed

First call is productive — you already know the issue, the urgency, and the unit details.

CUSTOMER STORIES

What Field Service Pros Are Saying

Real results from real companies using SpotFix AI in the field.

★★★★★

“SpotFix intake changed everything. We know the job before we call the customer. Way more professional.”

Sandra B.
Owner, QuickFix Services — Houston, TX
★★★★★

“We embedded the link on Google My Business. Leads come in structured and complete.”

Tony R.
Operations Manager, AllPro Services — Phoenix, AZ
★★★★★

“The urgency triage is everything. Our on-call tech only gets called for real emergencies now.”

Michelle D.
Owner, FastTrack Home Services — Atlanta, GA

Ready to Close Every Job in One Visit?

Join 500+ field service companies using SpotFix AI to reduce second trips and win more jobs.

Serving Field Service companies Nationwide

SpotFix AI is active in every state. Key markets include:

TexasFloridaArizonaCaliforniaGeorgiaNorth CarolinaNevadaColoradoTennesseeOhioIllinoisPennsylvaniaNew YorkVirginiaWashingtonOregonMichiganMinnesotaNew JerseySouth Carolina
FAQ

Frequently Asked Questions

Everything you need to know about SpotFix AI for field service.

Does SpotFix intake work for all trades?
Yes — HVAC, plumbing, electrical, garage door, sprinkler, general contractor, and property maintenance.
Does the customer need to download an app?
No — the intake is a web link that works on any phone, tablet, or computer browser.
Can I brand the intake with my logo?
Yes — your intake link displays your company name, logo, and colors throughout.
How long does intake take for customers?
Most customers complete intake in 3-5 minutes, including photos and video.
Where do intake submissions go?
Into your SpotFix dashboard, and optionally pushed to your CRM or field service software.
Can I customize the intake questions?
Yes — SpotFix has default question sets by trade, and you can add custom questions.
GET STARTED

See SpotFix AI in Action

Book a 20-minute demo and see how SpotFix can eliminate second truck rolls for your team.

Get Your Free Demo

See how SpotFix AI helps your team close jobs in one truck roll.

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