Calculate Lost Revenue Get a Free Demo

Solutions

Everything between the ring and the paid invoice

Eight services that work together. Each one is explained in plain language below, with a real-world example and what it means for your business.

Get a Free DemoSee packages

AI Answering

A customer gets a real response even when you can’t pick up.

Calls are answered in your business name†, around the clock if you choose, or only after hours and when you don’t pick up. The receptionist speaks naturally, tells callers up front that it’s an AI assistant, and answers common questions using only the information you give it: your services, service area, hours and the prices you’re comfortable sharing.

  • Captures name, phone number, address and job details on every call†
  • Recognizes emergencies by your rules and escalates them to you immediately†
  • Sends you a summary and full transcript of every call†
  • Handles after-hours and weekend calls the same way as weekday ones

When it can’t answer a question, it doesn’t guess. It tells the caller you’ll follow up and sends you the question with the caller’s details right away.

In practice

It’s 9:15 pm on a Sunday. A homeowner calls about a furnace that won’t ignite. Instead of voicemail, they’re asked a few safety questions, the call is flagged urgent and you get a text with the address and summary.

See ai answering in a demo

Lead Qualification

Know which calls matter before you dial back.

You choose the questions†. The receptionist asks them on every call, in a natural order, so the details you need arrive organized instead of scattered across voicemails and text threads.

  • What service do you need?
  • Where is the property?
  • Is this an emergency?
  • When do you need service?
  • What exactly is happening?

The answers tell you what to do first: an urgent call in your area gets your attention now, a routine request gets booked into an open slot, and a job outside your area or your trade doesn’t cost you a drive.

In practice

A caller asks for a “quick look at the AC.” Qualification reveals it’s a 20-year-old system the owner wants replaced. That call goes to your sales calendar, not a service slot.

See lead qualification in a demo

Booking

Callers leave with an appointment, not a promise.

Connected to your calendar†, the receptionist only offers times you’re actually available, books the job during the call† and confirms the day and time before the caller hangs up†.

  • Availability checked against your real calendar
  • Job type, address and notes attached to the booking
  • Confirmations and appointment reminders†
  • Online booking from your website or Google listing, where supported
In practice

A caller needs a dryer-vent cleaning. They’re offered Thursday 10–12 or Friday 1–3, pick Thursday and get a confirmation text. You see it on your calendar between jobs.

See booking in a demo

Dispatch

The right tech, with the right details, without the phone tag.

Assign jobs to technicians based on skills, schedules and location†. Each tech sees their jobs and the details captured on the call, so they don’t need to phone the office to find out where they’re going or what to bring.

  • Technician schedules and availability in one place†
  • Emergency jobs prioritized and reassigned when plans change
  • Job details, notes and address visible to the assigned tech
  • The whole team’s day visible at a glance
In practice

An urgent no-cooling call comes in at 10 am. It goes to the qualified tech who’s on shift and closest, and their 11 am tune-up shifts to the afternoon.

See dispatch in a demo

Invoicing

Invoices out the door when the job is done.

Create invoices tied to the job†, so services, address and customer details are already filled in. Send them by email right away and see which are open, paid or overdue without opening a spreadsheet.

  • Invoices created from completed jobs
  • Sent by email with a link to pay
  • Payment status tracked for every invoice
In practice

Your tech marks a capacitor replacement complete at 3:12 pm. The invoice is in the customer’s inbox a minute later, while the good experience is still fresh.

See invoicing in a demo

Payments

Get paid faster, and know exactly who has paid.

Customers pay by card from the link in their invoice†, with no account to create. Payments are tracked against the invoice they belong to, and receipts go out automatically. Where supported, bank deposits from checks and payment apps can be matched to open invoices too.

  • Online payment links
  • Card payments, with other methods where supported
  • Receipts and payment tracking
  • Reconciliation with your books where supported
In practice

Instead of a stack of “I’ll mail a check” jobs at month end, most customers pay the same day from their phone and your books show it.

See payments in a demo

Pay link sent → paid → matched → receipt. One flow, no data entry.

Follow-ups & Customer Communication

The messages you mean to send, sent every time.

Follow-ups are where small businesses leave the most money on the table, because they compete with real work for your attention. Automating them means they go out on schedule whether or not you had a busy day.

  • Missed-call text-back†
  • Appointment confirmations and reminders†
  • Job-status updates†
  • Review requests after the job†
  • Win-back messages to past customers†

The result: fewer no-shows, fewer “when are you coming?” calls, more reviews and more repeat jobs, without an evening spent texting.

In practice

A customer who had a spring tune-up hears from you in early fall about booking their furnace check, before your competitors’ postcards arrive.

See follow-ups & customer communication in a demo

Integrations

Works with the tools you already pay for

Connect the ones you use and ignore the rest. Here’s what each connection actually does for you.

These connections are offered by a third-party software platform. We’re confirming which are available on our accounts and on which package; we’ll verify the ones you need before you sign up.

Customers & jobs

QuickBooks†

Brings your customer list over and sends paid invoices back to your books so nothing is entered twice.

Jobber†

Imports your customers and job history so repeat callers are recognized from day one.

Housecall Pro†

Pulls your existing customer list across.

Square†

Imports customers and past transactions.

Getting paid

Stripe†

Lets customers pay an invoice by card from a link in their email.

Plaid†

Matches bank deposits (checks, Zelle, Venmo, cash) to the open invoice they pay.

Scheduling

Google Calendar†

Only offers times you are actually free, and writes booked jobs back to your calendar.

Reviews & marketing

Google Business Profile†

Sends customers your Google review link after the job.

Mailchimp†

Adds new customers to your email list.

HubSpot†

Creates a contact for every caller who leaves details.

Zoho CRM†

Pushes new leads into Zoho as calls end.

Team alerts

Slack†

Posts new calls, bookings or payments into a channel your crew already reads.

Microsoft Teams†

The same alerts, in Teams.

Ads & measurement

Google Analytics†

Reports bookings as conversions.

Google Ads†

Tells Google which ad clicks became booked jobs, so campaigns optimize for jobs.

Meta Pixel†

Sends the same booked-job signal to Facebook and Instagram ads.

Custom

Webhooks†

Sends events to any system you own.

Zapier†

Connects events to thousands of other apps.

Using something not listed? Tell us what you use and we’ll check.

† Availability is being confirmed with our software provider for our accounts. We’ll confirm exactly what your package includes in writing before you pay anything.

See it handle a call from your trade.

In a short demo we’ll set up a sample for your kind of business and walk you through what your customers would hear and what you’d receive.

Get a Free DemoCompare packages