01 / AI receptionist
Catch jobs that might go to voicemail.
Give callers a warm, natural-sounding answer while you work. Capture details for a clear callback.
Make it easier
to hire you.
Customers can get an answer while you’re on a job, book an available time, or respond to a quote they’d meant to revisit. I build and support the website and tools that help you win more of that work.
Your helpful front deskConnected around your businessPhone answering
Customer details
Optional booking
Team notifications
Website chat
Review requests
A PRACTICAL EXAMPLE / A LOCAL HVAC COMPANY
From “it’s still hot”
to a booked service visit.
A homeowner’s AC is running, but the house won’t cool down. Your helpful AI receptionist checks your calendar, collects the details, and books a service visit while your team stays on the job.
Build your AI booking plan- 01 / LISTEN
A homeowner calls.
Your team stays on the job while a welcoming AI receptionist takes the call.
THE HOMEOWNER“My AC has been on all day, but the house is still hot. Do you serve Trussville?”
- 02 / FIND A TIME
A time that works for the caller.
It offers times from your connected calendar and collects the details needed to complete the booking.
AI RECEPTIONIST“Yes, we serve Trussville. I have tomorrow at 10 AM or 2 PM. Which works for you?”
THE HOMEOWNER“Two PM, please.”
AI RECEPTIONIST“Let’s get that booked. What’s your name, service address, and mobile number for the confirmation?”
- 03 / BOOK & CONFIRM
A service visit on the calendar.
The visit is booked and the confirmation sent before the call ends. No callback needed to arrange this appointment.
APPOINTMENT CONFIRMED- Visit
- Tomorrow · 2:00 PM
- Issue
- AC running; house not cooling
- Area
- Trussville
- Contact
- Name, address & mobile captured
WHAT EACH SERVICE DOES
Give every inquiry
a chance to become a job.
See which tools help customers find you, reach you, book a visit, or say yes to a quote.
02 / Customer hub
See which inquiries are still up for grabs.
Get notified when a connected inquiry comes in, see who needs a reply, and track which requests are booked or complete.
03 / Booking & reminders
Turn interest into a time on your calendar.
Cut scheduling back-and-forth with online booking, confirmations, and timely reminders.
04 / Lead follow-up
Give open quotes another chance to win the job.
Keep inquiries and estimates moving with timely replies and reminders, without chasing each one manually.
05 / Website chat
Turn website questions into inquiries.
Give visitors helpful answers to common questions and capture the details your team needs to follow up.
06 / Review requests
Help your next customer choose you.
Ask for honest feedback after the job without remembering to send every review request yourself.
07 / Forms & intake
Get the details you need to quote the job.
Prepare for callbacks and estimates with organized customer details, without a string of follow-up questions.
08 / Custom website
Give visitors a reason to request a quote.
Turn visits into inquiries with clear service pages and an easy way to contact you.
WHAT YOU CAN EXPECT
Turn more calls
into booked work.
Hear what your customers will hear.
I set up the voice, answers, and call routing, then run the test calls. Before launch, I’ll play you a sample so you can hear how your receptionist greets callers and answers their questions.
Give callers a way to book while you work.
Your receptionist can answer common questions and book visits through a connected calendar. I set up the handoff so your team gets the caller’s details when someone needs a callback.
I keep it working after launch.
I handle the routine checks and updates in your care plan. As your business changes, I can update the answers and routing so callers get the right information and reach the right person.
How setup works
Built around how you work.
I handle the setup from the first conversation through launch and ongoing support.
Find where jobs slip away
I look at where inquiries drop off and recommend what to automate first to help you win more jobs.
Put the plan in writing
I send a proposal that spells out what I’ll build, what it costs, and what ongoing support covers.
Configure & test
I build the workflow, test it with realistic requests, and show you how it works before launch.
Launch & maintain
I show your team how to use the setup, then handle the checks and support we agreed on.
What can the AI receptionist handle on a real call?
It can explain your services, hours, and service area using information you approve, then collect the caller’s details and reason for calling. I configure the greeting and voice, make clear that callers are speaking with an AI assistant, and run test calls before launch.
What if the AI doesn’t know the answer?
We agree on what the receptionist and website chat can answer. For questions that need a person, I set up a handoff or callback request so your team gets the details and can take it from there.
Can I keep my current business phone number?
Often, yes. Depending on your carrier and setup, you may be able to forward calls from your current number, for example after hours or when you can’t pick up. I’ll check what your phone service supports before we make any changes.
Can customers book directly by phone or online?
Yes, with a compatible calendar and booking in your plan. Customers can choose an approved appointment type and an available time through a booking link or the connected receptionist. I test bookings, confirmations, and reminders before launch.
What’s the difference between a contact form and detailed intake?
A standard website contact form gives customers a way to send you a message. Detailed intake asks questions specific to the job, such as the property address or project type, and saves the answers in your customer hub so your team has them before calling back.
When do automatic follow-ups stop?
We agree on how many messages to send and when to stop. For an estimate, that might mean a check-in after a few days and one final reminder. An opt-out stops the messages, and we can set replies to stop the reminders so your team can take over.
When do review requests go out?
We pick the moment together, such as when you mark a job complete. The tool sends an approved message asking for honest feedback, and I test the setup to avoid sending duplicate requests.
Can I add one service to the tools I already use?
Yes. You can choose an individual service in Custom, including a standalone website. For tools like booking or website chat, I’ll check whether they can connect to your existing site, calendar, or inquiry process before we agree on the setup.
What will my team still need to do?
Your team approves the business information and rules, keeps calendars current, and handles callbacks, exceptions, and customer decisions. I set up and test the routine steps with you and show your team where to find requests and handoffs.
PUT YOUR WEBSITE AND TOOLS TO WORK