The call
Rings out, then answered
In your shop’s name, after the rings you choose, in English or French.
How it works
What happens between the ring and the booked job.
First, the week of setup that decides how your calls are handled. Then one call followed through: how it reaches the receptionist, what it asks, the calendar check, and the texts that go out after.
Chapter 1
Before the phone rings
Three things we set with you. Then we test on a private line.
1Pick how calls reach it
Keep your number and have your carrier forward what you don’t answer, publish the local Twilio number included in the plan, or port your number to it. Carriers handle no-answer forwarding differently, so we test it on your line.
The three phone paths →
2Send the onboarding pack
Hours, service area, what counts as an emergency in your trade, on-call numbers, your greeting, and your service-call fee. We write the script and the triage rules from it.
3Connect where the job lands
Openings come from Cal.com or Calendly, which reach Google, Outlook, and iCloud. Jobber connects from the dashboard. Housecall Pro, ServiceTitan, and property systems are built during setup.
Every integration →
A private test line before customers call it
Within 24 hours of a complete onboarding pack you can call a working first version. Try to trip it up: a postal code outside your area, a gas smell, a caller who wants a person, a time that is already taken. Mark what sounds unlike your shop. The target is live within 7 days. See what setup includes →
Chapter 2
What happens when a call comes in
One call, start to finish. The rules come from your onboarding pack. Booking and the service area are enforced in code, so the model cannot talk its way around them.
Rings out, then answered
In your shop’s name, after the rings you choose, in English or French.
Greets as your shop
Your business name and greeting. No keypad menu.
Sorts the call
New job, urgent job, existing customer, or someone who wants a person.
Takes the job details
Address and postal code, read back. Outside your area, it doesn’t book.
Offers real openings
Only times your calendar just returned, re-checked before it books.
Texts after the call
A confirmation and photo request to the caller, a job summary to you.
Texts a person when it should
Your on-call phone gets the name, number, and reason. Live transfer is built but off by default, and no shop has it switched on yet. Where a shop turns it on, the text still goes first.
Chapter 3
After launch
We sit on the first real calls with you. After that, hours, service area, emergency rules, fees, and the on-call roster are settings, so a change is an edit rather than a rebuild. You can change office hours yourself in the dashboard, and the live agent follows a change once we run an assistant sync. Every call is in the log with a transcript, so tuning starts from what callers actually said.
Same steps, different questions per trade
The sequence above is the same for every shop. What changes is the first question, the emergency list, and what the tech needs before the truck leaves. Each trade page walks through a sample call.
What it leaves to your team
- Putting every caller through to a person. Live transfer is off by default, and where it is on it only covers safety emergencies and callers who ask for someone.
- Checking on a repair already underway. Those callers are passed to your team.
- Cancelling or moving an existing appointment on its own.
- Diagnosing a fault or quoting a repair price.