01
Lead response
Decide which inquiries receive a first reply, which channel to use, what it says, and when it may be sent. Response timing is set with your team during setup.
Workflow setup for U.S. plumbing businesses
A clear next step for every plumbing inquiry.
Latchbird can configure lead response, qualification, appointment booking, and follow-up around how your plumbing business handles new inquiries, helping move each inquiry toward a service job.
These workflow options remain inactive until required access and configuration are complete.
A setup outline
Inquiry to next step
- 01Lead responseChoose the first reply
- 02Inquiry qualificationChoose what to ask
- 03Appointment bookingAgree how to schedule
- 04Follow-upSet timing and stop points
A setup shaped around your process
Configure each step around your plumbing business.
These are setup choices, not automations already running. Your team decides how an inquiry should move from first response to a suitable next step.
02
Inquiry qualification
You choose the questions and business details your team wants collected. Latchbird does not assume a standard plumbing-specific checklist.
03
Appointment booking
Agree which calendar to use, what availability rules apply, and when a booking request should be handed to someone on your team.
04
Follow-up
Choose whether to follow up, which approved message and channel to use, the timing, and when messages must stop. No service-call follow-up cadence is assumed.
Configuration requirements
Access depends on the workflows you choose.
Depending on the chosen workflows, setup may require client-provided and authorized access to phone, messaging, and calendar services. Any workflow that relies on those services stays inactive until the required access is provided and authorized and configuration is complete.
Discuss your setup01
Phone service
If call handling is included, provide and authorize access to the phone service used for that workflow.
02
Messaging service
If replies or follow-up are included, provide and authorize the messaging service and agree on the approved message and timing.
03
Calendar service
If booking is included, provide and authorize access to the calendar used for availability or appointments.
Start with a conversation
Plan a plumbing workflow that fits your team.
Share how new inquiries reach your business and what response or booking path you want to configure.
Start a setup request Request a plan first; workflows stay inactive until setup is complete.