Question 1

What does a Latchbird setup cover?

Accepted Answer

Latchbird sets up workflows for U.S. local service businesses across four areas: responding to new leads, qualifying inquiries, booking appointments, and following up. The setup is shaped around your business hours, service area, services, FAQs, booking rules, and escalation instructions.

Question 2

How is lead response configured?

Accepted Answer

Setup can account for where inquiries arrive, your business hours and service areas, customer FAQs, booking rules, transfer numbers, and emergency instructions. If the chosen workflow handles calls, phone routing is configured with your business. The exact response path depends on your process.

Question 3

How are lead-qualification questions chosen?

Accepted Answer

Questions are tailored to the services you handle and the details your team needs. For example, HVAC intake may ask about system type, age, symptoms, and whether the request is for repair or installation. Roofing intake may ask about the type and age of the roof issue and its urgency.

Question 4

What information does appointment-booking setup need?

Accepted Answer

Booking setup may define your services, appointment lengths, service zones, technician skills, availability, routing, and travel or preparation buffers. If the selected booking workflow uses a calendar, calendar access may be needed so availability can be configured around the schedule your business authorizes.

Question 5

What system access might my business need to authorize?

Accepted Answer

It depends on the workflows you choose. Call handling may require access to your phone service; replies or follow-up may require access to your messaging service; and appointment booking may require access to your calendar. Your business authorizes the relevant access for its setup. Do not put passwords or access credentials in the setup-request form.

Question 6

How is follow-up timed?

Accepted Answer

Follow-up timing and stop conditions are set with your approval for your business. The available research does not establish a standard service-call follow-up cadence, so Latchbird does not promise a universal timing or sequence.

Question 7

Is there a guaranteed lead-response time?

Accepted Answer

No response-time guarantee is stated here. The available research did not establish an industry-wide lead-response standard for the trades reviewed. Any hours, routing, or escalation details are configured around the instructions your business provides.

A clear setup for the next lead.