Caller context

Current intake

–

Caller not identified

Callback number pending

Property

Not captured

Source

Not captured

Outcome

New inquiry

Handoff readiness

0/4

IdentifyName and callback number

PropertyAddress to verify

QualifyNeed and urgency

RouteOutcome and follow-up

Call captions

Captions appear here.

Captions use this computer’s microphone, so they hear the rep. Caller audio needs 3CX transcription.

Capture the call once

One form per call. Saved calls go to the shared log for the next rep.

Opening

What can we help with?

Contact

First name

Last name

Callback number

Lead source

Property & need

Property address

Property preview

Enter an address, then preview it without leaving this screen.

Preview stays in this screen

The matched property will appear here after you enter and locate an address.

Urgency

Insurance claim

Call notes

Route & follow up

Call outcome

Follow-up time

Caller agreed to text messages (SMS consent)

Rep availability

Click a cell to cycle open, booked and blank. Everyone with this page open sees the same grid.

Google Calendar embed link (optional)

AccuLynx may refuse to load inside another site. If the frame stays blank, AccuLynx is blocking it, and the dependable fix is the AccuLynx API connection.

Paste your 3CX Web Client address to take calls here. 3CX has to allow its client to be framed by this site.

Handoff lane

Saved calls

Search call log