Join Intake

Pre-built for your industry.

Every industry has a different way callers talk, different departments to route to, and different intake fields to capture. Join Intake ships with production-ready templates for the most common service industries.

Copier & Office Equipment

Never miss a service call or supply order again

Service dispatch, supplies orders, sales, and billing — all routed correctly with structured intake captured on every call.

Service dispatchSupply ordersToner & drumsLeasingBilling

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Dental & Medical Offices

Every patient call answered — even after hours

New patient intake, appointment scheduling, insurance questions, and urgent callbacks — handled professionally, around the clock.

New patient intakeAppointment requestsInsurance queriesUrgent callbacks

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HVAC & Home Services

Capture every service call, even when your team is on the job

HVAC, plumbing, electrical, roofing — your AI receptionist captures service addresses, urgency, and callback numbers while your techs are in the field.

Service requestsEmergency dispatchEstimatesScheduling

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Law Firms

Qualify leads and capture intake before the first consultation

Case type, contact info, and urgency captured on every call. Existing clients routed to the right attorney. New leads never dropped.

New client intakeCase qualificationExisting clientsUrgent matters

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Real Estate

Answer buyer and seller inquiries 24/7

Capture buyer interest, seller leads, and rental inquiries around the clock. Route to the right agent. Never miss a hot lead because you were showing a property.

Buyer inquiriesSeller leadsProperty viewingsAgent routing

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Auto Dealerships

Handle sales, service, and parts calls automatically

New vehicle interest, service appointments, parts enquiries, and financing questions — all captured, routed, and logged before anyone picks up the phone.

Sales enquiriesService appointmentsParts ordersFinance questions

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Roofing Companies

Never miss an emergency leak call or a new roof estimate

Emergency dispatch, storm damage intake, insurance claim assistance, and estimate scheduling — captured 24/7 while your crew is on the roof.

Emergency leaksStorm damageEstimatesInsurance claims

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General Contractors

Win more bids by answering every estimate request immediately

Project estimates, existing client updates, subcontractor enquiries, and site emergency escalation — all answered while your crew is in the field.

Project estimatesSite emergenciesSubcontractorsNew projects

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Restaurants & Food Service

Handle reservations and orders without tying up your staff

Reservation requests, private dining enquiries, and general questions handled 24/7 so your team stays focused on the guests in front of them.

ReservationsPrivate diningTakeout enquiriesHours & info

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Property Management

Handle maintenance requests and tenant calls without missing one

Emergency maintenance, tenant enquiries, new rental leads, and owner calls — captured 24/7 so nothing falls through the cracks.

Emergency maintenanceTenant serviceNew rentalsOwner calls

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Insurance Agencies

Capture every new policy lead and serve every existing client faster

New policy enquiries, existing client service, claims assistance, and billing — answered 24/7 with structured intake so your agents can focus on selling.

New policiesClaims assistanceExisting clientsBilling

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Veterinary & Pet Care

Every patient call answered — including the urgent ones after hours

New pet appointments, veterinary emergencies, boarding enquiries, and routine scheduling — handled professionally 24/7.

Vet emergenciesNew patientsBoardingAppointment scheduling

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Chiropractic & Physical Therapy

Never miss a new patient referral or an urgent callback

New patient intake, appointment scheduling, insurance queries, and follow-up calls — captured 24/7 so your front desk focuses on patients in the clinic.

New patientsReferralsInsuranceScheduling

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Moving Companies

Capture every moving quote request the moment they call

Local moves, long-distance quotes, commercial relocations, and storage enquiries — captured 24/7 so your estimators call back prepared every time.

Local movesLong-distance quotesCommercial movesStorage

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Landscaping & Lawn Care

Capture every service call while your crew is in the field

New service estimates, existing client service, commercial landscaping, and seasonal jobs — answered 24/7 while your crews are doing the work that pays.

EstimatesSeasonal jobsCommercialExisting clients

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Cleaning Services

Book more cleaning jobs without your team answering every call

Residential estimates, commercial cleaning enquiries, one-time deep cleans, and existing client service — captured 24/7.

Residential estimatesCommercial cleaningDeep cleansRescheduling

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Accounting & CPA Firms

Never miss a new client during tax season or a deadline call

New client enquiries, tax appointments, bookkeeping services, and existing client matters — handled 24/7 so your accountants can focus on billable work.

Tax seasonNew clientsBookkeepingDeadline calls

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Mortgage & Lending

Capture every mortgage lead before they talk to another lender

Purchase enquiries, refinance calls, rate quotes, and loan status updates — answered 24/7 so no lead is lost while your loan officers are with other clients.

Purchase loansRefinanceRate quotesLoan status

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Salon, Spa & Beauty

Book more appointments without a receptionist tied to the phone

Appointment bookings, existing client changes, gift card enquiries, and package information — captured 24/7 so your stylists focus entirely on their clients.

AppointmentsReschedulingGift cardsPackage enquiries

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Senior Care & Home Health

Answer every family's call with the care and urgency it deserves

New care enquiries, emergency escalations, family member updates, and existing client service — handled 24/7 with the sensitivity that senior care demands.

New care enquiriesEmergenciesFamily updatesHome health

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General Business

A professional AI receptionist for any type of business

Customer service, sales enquiries, billing, and support — answered 24/7 with structured intake so every call is handled and nothing falls through the cracks.

Customer serviceSalesBillingSupport

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Don't see your industry?

Join Intake can be configured for any inbound call flow. Tell us your industry and we'll build a template for it.

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