The AI always collects the basics on its own — name, phone, service address, the service needed, and timeline. Custom questions are how you add the details specific to your trade: the things you'd have to call back to ask if the AI didn't.
These are your qualifying questions, and the AI treats them as things it must find out. It also uses them to know what to ask before quoting — if the price depends on yard size, a "Yard size" question is what prompts it to ask.
The four question types
Pick the type that matches the answer you want — it helps the AI collect a clean, usable value instead of a vague one.
| Type | Use it for | Example question |
|---|---|---|
| Text | Open-ended details in the caller's own words | "Any gate code or access instructions we should know?" |
| Number | A count or measurement | "How many dogs do you have?" |
| Choice | A fixed set of options you define | "Is this a house, a condo, or a commercial property?" |
| Yes / No | A simple either-or | "Is there a dog on the property during the day?" |
Settings on each question
- Required — the AI makes a point of collecting it before wrapping up.
- Affects pricing — flag a question whose answer changes the price (like yard size) so the AI asks it before it quotes.
- Ask order — the sequence you'd like questions asked in.
- Attach to a service — tie a question to one service so it's only asked when that service comes up, or leave it general to ask on every call.
Write questions the AI can act on
- Two questions in one: "What's your yard size and do you have pets?"
- Vague: "Tell me about your property."
- A number question phrased as text: "Roughly how big-ish is the yard?"
- One thing each: "How big is your yard?" and "Do you have pets?"
- Matched to a type: a Number question "How many dogs?" collects a clean count.
- A Choice question with real options: "Weekly, biweekly, or one-time?"
Yard size (Number, affects pricing): "About how big is your yard, in square feet or acres?" Gate or access (Text): "Is there a gate code or anything we need to get to the backyard?" Pets (Yes/No): "Any dogs we should know about?" Property type (Choice: house / townhome / commercial): "Is this a house, townhome, or commercial property?"
Don't re-add the basics — name, phone, address, service, and timeline are always collected. Save custom questions for what's specific to your work, and keep the list tight. Every extra question is another thing the AI has to fit into a natural conversation.