Illustrative request
“Do you service our area? I’d like to schedule an AC inspection.”
- 01Request received
- 02Service area and contact details collected
- 03Available appointment offered or request routed
- 04Team notified when configured
For home-service businesses
Answer the phone without stopping the job.
We help more of the jobs you want find you, then capture the quote request, answer after hours and line up the next step, so your crew can stay on the job in front of them.
Fictional business · demo records
See a sample workflow.
This interactive example is separate from our client work.
Try the roofing demoPossible scope
Built around your process.
Connections to your existing tools are checked before we quote or promise them.
- AI call answering
- Quote requests and scheduling
- Customer review requests
Before and after the first request
Where new business comes from, and what happens next.
A quote request is one part of a field-service job. We can also scope estimate approvals, crew handoffs, job-status updates, and reporting around the tools the business already uses. Availability and dispatch rules must be confirmed with the team.
Questions
What we confirm with your team
Will this work with our current field software?
We check the available connection and the information your team needs before defining the build. Useful existing tools can stay in place; an integration is confirmed as part of the scope, not assumed.
What happens with urgent calls?
We define the information to collect and the route to your team. The receptionist is not an emergency service and does not replace emergency assessment or dispatch.
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