What to say when a homeowner calls about water damage: the intake script
Why does the order of questions matter?
Because the caller is scared and talking fast, and because the first ninety seconds decide whether they stay on the line or hang up and dial the next company. If you open with "what is your policy number," you lose them. If you open with "okay, you're going to be fine, where are you," you keep them, and you can get the policy number in minute three.
There is a second reason. Communication, not workmanship, is the most common reason a restoration company gets a one-star review. An analysis of 1,000 negative reviews of restoration companies by Restoration and Remediation magazine found 37% of them were about communication. The intake call is where that relationship starts.
The script
One question. It sorts the 2am flood from the Tuesday mold inquiry, and it tells the caller you are the kind of company that has a fast lane.
Address before anything else. If the call drops, if they panic, if the phone dies, you can still roll a truck.
If it is still coming in: "Do you know where your main water shut-off is? It's usually where the pipe comes into the house, or by the meter. Can you get to it while we talk?" Walk them through it. This single question can cut the size of the loss in half before your truck leaves the yard.
You are sizing the job: equipment, crew, whether this is an extraction or a full pack-out. Do not ask for measurements. "Is it more than one room" is enough.
Minutes, hours, or "since we got back from vacation." This decides Category and how much of the conversation tomorrow is about mold.
Carrier name only. Not the policy number, not the deductible. Those are for tomorrow. Just enough to tell your tech whether to photograph everything on arrival.
Tell them what happens next and give them one thing to do. People in a crisis calm down when they have a task.
What goes to the on-call tech?
One message, in this order, so they can read it half asleep:
Loss. Water, still coming in, supply line under kitchen sink, homeowner shutting off main now
Size. Kitchen and adjacent dining room, standing water
Duration. Found it about 40 minutes ago
Insurance. Yes, State Farm
Contact. Maria Delgado, 713-555-0134, told her you'd call within 15 min
Nothing to interpret, nothing to call back and ask. That is the difference between intake and a message.
What if the caller is angry, or crying, or will not stop talking?
Do not compete with them. Lower your voice, slow down, and say their name. "Maria. Maria, I've got you. I just need the address and I'll get someone moving." Then wait. Most people stop when they hear their name said calmly. If they cannot get through the questions, get the address and the phone number and tell them the tech will call them in five minutes. Two answers is enough to start.
What if it is not an emergency?
"No problem, we can help with that. Tell me what's going on and I'll get you to the right person in the morning, or if you'd rather, I can book you an inspection right now." Then take the details and book it. A mold inquiry at 9pm on a Sunday is a job too; it just is not a truck tonight.
Questions owners ask
What is the first question to ask on a water damage call?
Whether it is an emergency right now. That one question separates a flood in progress from a routine inquiry and tells the caller you have a fast lane. Then the address, then whether the water is still coming in.
Should you ask for the insurance policy number on the first call?
No. Ask the carrier name only, so your tech knows whether to document everything on arrival. The policy number, deductible and claim number belong in a calmer conversation the next day.
What should the on-call technician receive after an after-hours call?
A single message with the address and access details first, then the loss type and whether it is still active, the size, how long it has been going, the insurance carrier, and the homeowner's name and number with the callback promise you made.
Hear this script run on a real call, as your company
We build an agent trained on your business, with this intake, and you hear it take a live emergency call as your company on a free 15-minute demo. Interrupt it. Try to break it.