Opening a draft passes this plan to your chosen app. Nothing is sent automatically.
This planning tool does not connect a phone system, send an enquiry or book an appointment. Your actual setup is reviewed and tested with Frontier. Choices reset when you leave or reload this page.
OPPORTUNITY ESTIMATE
What could those enquiries represent?
Explore a revenue scenario using your own assumptions. Adjust the enquiry count, job value and estimated conversion rate to see the potential.
AN ESTIMATE, NOT A PROMISE.
Not every enquiry becomes a job. This illustration is not measured revenue loss, profit or a forecast of Frontier’s results.
enquiries
CAD
%
Illustrative monthly potential
$2,000 CAD
Illustrative annual potential
$24,000 CAD
Enquiries × job value × estimated rate. Annual = monthly × 12. These are revenue scenarios, not profit or guaranteed outcomes. Assumptions are editable; costs, seasonality and capacity are not included.
EXAMPLES YOU CAN USE
From conversation to a useful enquiry record.
Fictional examples showing possible fields and routing. These are not client records, completed bookings or claims of results.
01
HVAC / INSTALLATION
An estimate request, ready for review.
A homeowner asks about replacing a heat pump.
Service requested
Heat pump replacement estimate
Service area
Within the business’s approved coverage
Information captured
Property type, existing system and callback details
Booking status
Requested — awaiting availability review
The next step
The designated team member reviews the enquiry and confirms the appointment through the approved process.
Do not promise an installation price or confirm an unavailable slot.
02
PLUMBING / AFTER HOURS
A repair enquiry with a named next step.
A caller reports a leak after the office closes.
Service requested
Leak repair enquiry
Information captured
Issue description, service address and callback details
Routing
Business-approved after-hours escalation
Status
Forwarded for human review
The next step
Follow the business’s urgent-enquiry procedure and share only the response expectations it has approved.
Do not diagnose the problem or promise a technician’s arrival time.
03
ELECTRICAL / SERVICE CHECK
A question outside the approved answers.
A caller asks about a commercial battery installation that is not listed in the approved services.
Request
Commercial battery installation enquiry
Service eligibility
Not confirmed
Information captured
Project type, location and callback preference
Status
Needs service-scope confirmation
The next step
Send the request to the appropriate person to confirm whether the work is supported before discussing appointments.
Do not guess from a similar service or create a booking before approval.
UNDERSTAND THE NEXT STEP
Requested. Booked. Routed.
These statuses mean different things. Frontier’s demos and service guides show why the distinction matters.
Requested
The customer has expressed a preference. The slot or service still needs approval. Explain who will confirm it and how the customer will hear back.
Booked
The appointment meets your booking rules, an approved slot is available and the customer has accepted it. Send the agreed confirmation through a configured channel.
Routed for review
The request is urgent, unsupported or outside the approved answers. Capture the useful details and send them to the responsible person under your handoff procedure.
Tick the information you already have. Download your checklist and bring the gaps to our conversation—you do not need everything figured out before speaking with us.
No customer data needed
Use business rules and general scenarios. Keep actual customer records out of the checklist.
