Sample-data proof · lead intake triage

Turn a messy new lead into an owner-approved next step.

FieldLayer does not need AI to answer every homeowner automatically. The safer first workflow is lead intake triage: capture the raw request, structure the job card, flag missing information, draft the next question, and wait for the owner before anything customer-facing goes out.

Leak

New leads arrive messy

Calls, forms, texts, photos, and voice notes usually enter the business with missing details and inconsistent context.

AI job

Structure and flag

AI summarizes the request, extracts known facts, lists missing inputs, and drafts one clear customer question.

Human rule

Owner approves before send

The owner edits, approves, or rejects the message. The correction becomes the rule for the next similar lead.

The triage loop

Raw lead captured

Example: “Need a bathroom tile repair, maybe water behind it, can you come next week?”

Job card drafted

AI structures job type, location area, urgency, suspected issue, schedule request, and current unknowns.

Missing-info question prepared

The system drafts a short question asking for photos, affected area size, and whether active leaking is present.

Owner reviews the draft

The owner verifies tone, risk, pricing boundaries, and whether this job should be booked, declined, or clarified.

Correction captured

If the owner changes the question or adds a risk rule, that correction becomes the next training note.

Sample owner card

LEAD: Bathroom tile repair KNOWN: wants next week, possible water issue MISSING: photos, sqft/area, active leak?, access window AI DRAFT: “Could you send 2-3 photos of the tile area and let us know if there is active leaking right now?” RISK FLAG: possible water damage; do not quote until reviewed OWNER DECISION: approve / edit / reject / book inspection

Why this belongs first

Lead intake is close to revenue, easy to inspect, and safe to keep behind human review. It creates a visible queue before FieldLayer asks the business to trust deeper automation.

The proof target stays narrow: one leak, one queue card, one missing-info draft, one owner decision, and one correction loop.

The operating rule stays the same.

AI structures, flags, and drafts. Humans approve, correct, send, schedule, and decide. That is the FieldLayer trust boundary.

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