Inbound reception
It picks up on the first ring, qualifies the job, quotes from your rate table, and books the visit — or puts a person on the line the second anyone asks.
Hi — I'm looking for a price on a new roof.
Happy to help with that. What's the property address?
812 Ridge Road, Gainesville.
Got it. Asphalt shingle or metal?
Asphalt.
That roof measures about 24 squares with a moderate pitch. Our Gold tier comes to roughly $14,750 installed, and carries a 25-year workmanship warranty.
Read from the operator's own rate table
What if I just need the leak patched instead?
Repairs get priced by the scope of the fix rather than by roof area, so I won't guess at that one. I can get someone out to look — Thursday at 2pm is open.
Marked unquotable, so it books instead of guessing
Actually, can I just talk to someone?
Of course — putting you through to Mike now. One moment.
Warm transfer, available on every call
On every call
What the work is, where the property is, whether it's a replacement, a repair, or storm damage — and whether you even cover that postcode.
Your tiers, your units, your warranty language. Not an average of what other contractors charge.
Real times from the calendar you already run on, written back as a real appointment.
Name, number, address, and what they actually need — pushed into your CRM before the call ends.
Warm transfer to whoever's on call, with the context already gathered.
Every unanswered question becomes a task. The agent gets measurably better every week it runs.
Guardrails
Every item on your price list carries a flag: can this be quoted on a call, or not? Repairs priced by scope. Materials you don’t stock. Anything that needs someone on a ladder first.
Mark it unquotable and write the reason in your own words. The agent says that reason out loud and books the visit instead.
It never estimates, never splits the difference, and never invents a number a customer can hold you to later.
Straight answers
It doesn’t open with “I’m an AI assistant.” Leading with that loses the caller in the first few seconds and helps nobody.
Ask it directly and it says exactly what it is, then offers to put a person on. You decide whether it also volunteers that before the call ends, and how it’s worded.
Reaching a human is never more than one sentence away — the single most common complaint about automated phone systems, and the easiest one to get right.
Questions
It transfers, or takes a message with the detail you'd want written down — and logs the question it couldn't answer. That list turns up in your dashboard as tasks. Answer one once and the agent has it permanently.
That's where most operators start. Point your line at it outside business hours, or only on the calls you don't pick up. The honest comparison isn't the agent against your best CSR — it's the agent against voicemail.
It qualifies before it quotes: what the job is, where it is, whether you cover the area. Solicitors get handled without reaching you, and the call is still logged.
First ring, every time, including when three people call at once. Concurrency is the thing a single receptionist can't give you.
Send us your rate sheet and we'll load it, then call you from an agent that knows it. Fifteen minutes tells you whether this works for your shop.