Frontdesk
PH SMB workflows that actually fit
Designed for teams that live on phones and Facebook inquiries, with quick training for new staff.
Clinics
- • Appointments and basic triage scripting.
- • Call logs tagged by branch and provider.
- • Follow-up reminders on paid plans (SMS/email pass-through).
Service businesses
- • Job requests with required details captured up front.
- • Route to the right staff; log callbacks.
- • Status updates kept in one place.
Property management
- • Maintenance requests logged with unit/site info.
- • Simple escalations to on-site staff.
- • Reporting-ready logs for supervisors.
Need another workflow?
We can adapt scripts and forms for your branch or service. Tell us what you need.