Features
What the receptionist can actually do.
Live means it ships with the current home-service and property builds. On request is scoped during setup. Coming soon is on the roadmap, not a promise on a sales call.
You decide who answers first
Live todayKeep your public number and take the call if you are free. What you miss forwards to the Twilio number included in the plan, and the AI answers. Prefer the AI on the first ring? Publish that Twilio number, or port. Dashboard ring-count applies when Twilio owns the inbound call. Hours and after-hours rules are yours.
English and French
Live todayIf the caller speaks French, the receptionist stays in French. Other languages can be trained on request.
Emergency vs routine triage
Live todayA no-heat call in January isn't a dripping faucet. Scripts ask the follow-ups your trade actually uses.
Make, model, and unit capture
Live todayAppliance or HVAC details are taken before a tech is in the truck.
Canadian service area
Live todayPostal-code / FSA coverage with readback, not a US ZIP flow dressed up for Ontario.
On-call SMS to the shop
Live todayUrgent jobs and human-handoff texts go to the owner or on-call number you give us. The agent doesn't assign a technician on your board. That stays your dispatch.
Calendar booking without double-book
Live todaySlots are re-checked against live availability. The agent cannot invent a time. Visit length is the event type you Save in the dashboard.
Returning customers offered their last address
Live todayOnce the caller gives their name, the agent checks the number they're calling from. If their last booked visit was under a matching name, it asks "same place on Oak Street?" and a yes books to that address. It never recognizes anyone on caller ID alone, never reads the house number aloud, and doesn't remember past jobs, appliances, or notes. A blocked number or a different phone is treated as a new caller.
SMS & photo intake
Live todayAfter the call, a text asks the customer to send a photo. When they reply with a picture or short clip, it lands on the job and is forwarded to the on-call number.
Photo read for the tech
Live todayWhen a customer texts a photo, the text to your tech includes a two or three sentence read of it: the likely appliance and brand, any model number or error code in view, and the visible problem. If the read fails, the photo link still goes through.
Hang-up recovery SMS
Live todayIf the caller hangs up or asks to be called back, they get a text from your number. The AI doesn't place an outbound call.
Safety scripts
Live todayGas, smoke, or spark reports hit a bounded safety flow and a human callback, never a diagnosis.
Human handoff
Live todayIf the caller wants a person, your team is texted with name, number, and reason. The text goes first on every escalation, including where live transfer is on.
Live transfer to a person
On requestOff by default. Where it is on, a safety emergency (after the safety script) or a caller who asks for a person is put through to one number you choose, after the text goes out. An AI checks that a live person answered and will take the call. Voicemail, no answer, or a no brings the caller back to the agent for a callback. It never leaves a voicemail. One try per call, at any hour, on the Vapi voice pipeline only. Not switched on for any client yet.
Job summary text on every booking
Live todayThe moment a call books, the handoff number gets a text with the customer, address, appliance, and time. Turn handoff texts off in the dashboard and this stops too.
Calls that didn't book
Live todayIf the calendar refused the time, the caller's name, address, job, and the time they agreed to are kept on the call and marked Not confirmed. You mark it booked or not. Nothing holds the slot until you book it.
Warranty and job-status calls
Live todayIntake asks once whether the appliance is still under manufacturer warranty. A caller asking about a repair already underway is passed to your team for a callback, because the agent cannot see job status.
Kill switch
Live todayTurn the receptionist off from the dashboard. That stops the included Twilio number from answering. If you still forward from the carrier, the forward has to be off too.
Job outcomes
Live todayThe dashboard shows jobs booked versus calls answered, confirmation rate, a funnel, and breakdowns by service and city. Not NPS, not jobs completed, and not conversion on calls you picked up live.
ROI report
Live todayDiagnostic fee times jobs booked, with the after-hours subset called out. Printable. Estimated captured visits, not repair-ticket revenue.
Upcoming bookings
Live todayA scheduled view in the dashboard, not only the call log.
Text a customer from the dashboard
Live todayOpen a customer and send a text, starting from a draft written from their last call. One customer at a time. STOP is honoured and every text says how to opt out.
Delivery status on every text
Live todayEach text shows queued, sent, delivered, or failed, so a bad number shows up as failed instead of a customer who never replied. Failed texts aren't re-sent automatically.
Weekly summary to the owner
Live todayMonday morning: calls answered, booked, after-hours, and the estimated value from your diagnostic fee, with a link to the full report. By email, or by text if no inbox is on file.
Tenant maintenance logging
On requestUnit, building, and urgency captured; building manager notified on emergencies.
Lead qualification
On requestBudget, timeline, and intent captured before a showing or consultation is booked.
Consultation booking + intake
On requestBooks the slot and sends a confirmation and a short intake form.
Regulated-practice privacy build (PHIPA) and SOC 2 scoped build
On requestDefault product is PIPEDA-aligned. For regulated Ontario health practices: limited collection, a written agreement, our secondary uses switched off, and a vendor list for your counsel. Tighter retention and a SOC 2 audit are scoped too. A separately priced engagement, and not a certification.
Multi-technician dispatch
On requestRoster-aware routing when you have more than one tech on call.
Native field-service adapters
Live todayJobber is a dashboard connect: client + job create. Housecall Pro and ServiceTitan stay on request.
Property-management adapters
On requestAppFolio, Buildium, Propertyware work orders: scoped per portfolio.
Custom after-hours rules
On requestDifferent greetings, on-call lists, or blackout dates. Weekly office hours are already editable from the dashboard.
Day-before reminder text
Live todayThe evening before a booked visit, the customer gets one text with the time window. Skipped if they already confirmed, cancelled, or texted STOP. A text, not a call.
Review request text
Live todayOptional. The day after a booked visit, the customer gets one text with a link to your Google (or HomeStars) review page. At most once per number every 90 days. Off until you give us the link.
Book by text reply after a dropped call
Live todayThe recovery text asks the caller to reply with what needs fixing, and the same agent that answers your phone answers the text: it checks the area, offers real open times, and books the one they pick, under the same rules as a call. It never cancels or moves a visit itself; a cancel by text goes to your team. If the customer asks for a person, or the thread runs long or fails, it stops and texts your handoff number. STOP, HELP, and photos never reach it.
Instant lead callback
Coming soonAn AI call back to a web-form lead within minutes. It needs the lead's express consent on file first. We capture that consent on calls and by text today; a web form will have to ask for it too. The outbound call itself isn't built yet.
Clinics & wellness receptionist
Live todayBooking, reschedule by booking the new time and texting your desk, and a day-before reminder, for clinics, studios, and spas. Clinical questions go to your staff.
Tools this plugs into live on the integrations page, kept off the homepage on purpose.