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Guides by industry

A phone menu shaped around your callers.

The right menu depends on why people call and who can answer. Choose an industry for a suggested menu, a ready-to-edit greeting, and a plan for closed hours.

Last checked 14 October 2026 · 6 cited sources

Tools of trades and practices that live on the phone, each beside a mobile

Choose an industry

These are starting points, not fixed scripts. Replace each bracketed role with the person who actually owns that kind of call, then confirm the after-hours route before you publish it.

Industry guide
Dental practice
New patients ask about appointments, existing patients change visits or ask about treatment, and some callers need help with a same-day problem. Give routine booking and urgent calls different destinations.
Industry guide
Medical clinic
Callers may want a new appointment, help with an existing visit, a prescription or referral follow-up, or direction about an urgent concern. Separate administrative calls from a clinically staffed urgent route.
Industry guide
Veterinary clinic
Pet owners call to book routine visits, ask about an existing patient, or seek help when an animal is unwell. The urgent route should lead only to a person who can respond under the clinic’s actual coverage plan.
Industry guide
Law firm
Prospective clients ask whether the firm handles a matter and how to arrange an initial conversation. Current clients may need their legal team or a time-sensitive update. Route by caller need, not practice-group jargon.
Industry guide
Accounting and bookkeeping firm
Callers are often prospective clients, existing clients with a records or filing question, or people following up on an invoice. During filing deadlines, distinguish urgent work already agreed with a client from general enquiries.
Industry guide
HVAC business
Homeowners and facility contacts call for a repair, a quote, maintenance, or an update on a scheduled visit. The out-of-hours line is most useful when the company has a real on-call arrangement.
Industry guide
Plumbing business
Callers report leaks, request a quote, or ask when a booked visit will happen. A menu can separate new work from existing appointments, while a true emergency path depends on who is on call.
Industry guide
Electrician
Customers ask for a quote, report a fault, or call about a planned job. Some callers may describe a dangerous situation; the greeting should not make the phone menu sound like an emergency authority.
Industry guide
Roofing company
Property owners call after damage, to request an inspection or estimate, and to check on work already scheduled. A storm can change call volume quickly, so a short menu and a clear callback route matter.
Industry guide
General contractor
Prospective clients describe a project, current clients ask about progress, and subcontractors or suppliers may need a site contact. Keep the public menu focused on the callers the business wants to serve.
Industry guide
Landscaping business
Homeowners and property managers call for a new design, recurring maintenance, or a change to an existing visit. Route new work to estimators and schedule questions to the office.
Industry guide
Cleaning service
Prospective customers ask about a service and price, recurring customers change a visit, and property contacts may report an access or quality issue. These calls benefit from separate intake and service routes.
Industry guide
Pest control company
Callers report a pest problem, request an inspection, or ask about a treatment already arranged. A phone menu can identify new work and existing service, but it cannot assess a site or give treatment advice.
Industry guide
Auto repair shop
Drivers call to arrange service, ask whether a vehicle is ready, or discuss work already approved. Separate new service requests from status calls so technicians are not the default switchboard.
Industry guide
Real estate brokerage
Buyers, sellers, tenants, and people calling about a property listing have different needs. Use familiar caller language and send each group to a team that can identify the property or next step.
Industry guide
Property management company
Residents report maintenance issues, owners ask about their property, and prospective renters enquire about availability. Maintenance urgency should be defined by the manager’s own process and coverage.
Industry guide
Insurance agency
People ask about a policy, request a quote, or need help after an incident. A short menu should separate new business from existing policy service and any claims direction the agency actually provides.
Industry guide
Salon or barbershop
Callers want an appointment, need to change a booking, or have a question about a service. If the team spends the day with clients, route calls to a shared office mobile or use voicemail for times when nobody can answer.
Industry guide
Fitness studio
Prospective members ask about classes or memberships, current members need schedule help, and instructors may need to reach the studio. Route member service separately from new enquiries.
Industry guide
Restaurant or takeout business
Callers ask about hours or the menu, place or change a takeout order, and follow up on an order in progress. If staff cannot answer during service, make that limitation plain and use the business’s actual ordering channel.
Industry guide
Moving company
Prospective customers request an estimate, booked customers ask about timing, and a crew may need dispatch help on moving day. Those groups should not all ring the same person.
Industry guide
IT managed services provider
Prospective clients ask about support, contracted users report an issue, and vendors or account contacts may call the office. The menu can direct a call but does not replace a ticketing or incident process.
Industry guide
Photography or events studio
Prospective clients ask about a date and package, booked clients discuss an upcoming event, and collaborators may need a production contact. A simple menu can keep new enquiries separate from event-day coordination.
Industry guide
Nonprofit office
People call to ask about services, volunteer, donate, or reach a programme they already use. A focused menu should tell callers where a person can help and avoid implying that every service is available by phone.

Why each guide cites its own rules

A phone menu looks like a design problem, but in several industries it touches a rule. Each guide above ends with a numbered source list for its sector. These are the kinds of rule they draw on, with one primary source each so you can see the pattern before you open a guide.

  • Health and dental. The HIPAA Privacy Rule sets general rules for uses and disclosures of protected health information, including limits on what a practice may reveal.1 A greeting or voicemail prompt should not say anything about a patient that you would not say to the whole room.
  • Recording calls. Federal wiretap law prohibits intercepting communications but contains an exception where one party consents,2 and state recording-consent rules differ, as the Reporters Committee for Freedom of the Press summarises.3 This product does not record calls; the point matters if you add recording elsewhere.
  • Housing. The Fair Housing Act makes it unlawful to discriminate in the sale or rental of housing,4 which is why a property or brokerage menu should route every enquiry the same way rather than screening callers.
  • Accessibility. The ADA requires businesses open to the public to communicate effectively with people who have disabilities.5 For a phone menu that means a path to a person and time to respond.
  • Emergencies. Multi-line telephone systems in the United States must let a user dial 911 directly without a prefix.6 An "urgent" option on your menu is for your own on-call person and is never a substitute for 911.

These are general summaries of public rules, not legal advice. Confirm anything that affects your business with the source or an adviser.

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Sources

Every regulatory and pricing claim on this page links to the primary source it came from. Figures were checked on the date shown at the top of the page; rules and prices change, so verify before relying on one.

  1. 45 CFR § 164.502, Uses and disclosures of protected health information: general rules (incidental disclosures, minimum necessary). Retrieved 14 Oct 2026
    https://www.law.cornell.edu/cfr/text/45/164.502
  2. 18 U.S.C. § 2511, Interception and disclosure of wire, oral, or electronic communications prohibited (one-party consent exception). Retrieved 14 Oct 2026
    https://www.law.cornell.edu/uscode/text/18/2511
  3. Reporters Committee for Freedom of the Press, Reporter’s Recording Guide (state-by-state recording consent laws). Retrieved 14 Oct 2026
    https://www.rcfp.org/reporters-recording-guide/
  4. 42 U.S.C. § 3604, Discrimination in the sale or rental of housing and other prohibited practices (Fair Housing Act). Retrieved 14 Oct 2026
    https://www.law.cornell.edu/uscode/text/42/3604
  5. ADA.gov, ADA Requirements: Effective Communication. Retrieved 14 Oct 2026
    https://www.ada.gov/resources/effective-communication/
  6. 47 CFR § 9.16, Multi-line telephone systems: direct 911 dialing, notification, and dispatchable location. Retrieved 14 Oct 2026
    https://www.law.cornell.edu/cfr/text/47/9.16