Outbound calling
A homeowner who fills in a form at nine at night is calling your competitor by nine-fifteen. Service Setpoint rings them back in seconds, qualifies the job, and books it.
Hi, is this Dana? This is Sam calling from Whitfield Roofing about the quote request you sent through a moment ago.
Dialled 40 seconds after the web form was submitted
Oh — that was fast. Yes.
You mentioned some missing shingles after the storm. Is the roof leaking inside?
A little, in the back bedroom.
Then let's get someone out quickly. I have tomorrow at 9am or Thursday at 2pm — which suits?
Reading live availability, same as an inbound call
Tomorrow morning. And — am I talking to a real person?
I'm an AI assistant for Whitfield Roofing. I can put you through to someone on the team right now if you'd prefer.
Answers honestly the moment it's asked
No, that's fine. Tomorrow at 9.
What it's for
These are the calls that get skipped on a busy week — and they're the ones with revenue attached.
A new web lead gets a call within seconds, not the next morning. It qualifies the job and books the visit while the homeowner is still on your site.
Quotes that went quiet get a call back on a schedule you set — asking the one question that moves it forward rather than nagging.
Calls the day before, confirms someone will be home, and reschedules on the spot if they can't be. Fewer wasted truck rolls.
Past customers due for an inspection or a maintenance visit, worked through steadily instead of never.
Compliance
Inbound is comparatively simple: the caller dialled you. Outbound brings the TCPA, state AI-disclosure statutes, calling-hour limits, and per-contact consent — and the penalties are per call, not per campaign.
So consent is a field on the contact, not an assumption. Calling windows follow the contact’s time zone. Disclosure timing is a per-agent setting you can turn up to meet the strictest rule that applies to you. Opt-outs are honoured immediately and never expire.
We will not dial purchased lists, and cold outreach to people who never contacted you isn’t something this product does.
Same agent
Outbound isn't a separate product with its own settings to keep in sync. It's the same agent, the same price list, the same calendar — pointed the other way.
If the lead asks what a roof costs, it answers from the same rate table, with the same refusals.
Live availability, real appointment, confirmation sent before it hangs up.
Outcome, transcript and recording land on the contact record automatically.
Questions
People who asked to hear from you, and people you already have a relationship with. Inbound leads, estimate follow-ups, appointment confirmations, and reactivation of past customers. Cold-calling purchased lists is out of scope and against our terms.
Each contact carries its consent record — where it came from and when. Outbound campaigns only dial contacts with a valid basis, and a caller who asks not to be contacted again is suppressed immediately and permanently.
Campaigns respect calling windows in the contact's own time zone, not yours, and stay inside the federal 8am–9pm limits with tighter state rules applied where they exist.
Always when asked, and up front where the law requires it — Texas, for example, requires disclosure inside the first 30 seconds. Rules vary by state and are changing; the setting is per agent so you can meet the strictest rule that applies to you.
It can leave a voicemail in your voice, send a follow-up text if messaging is enabled, and schedule a retry inside the rules — with a hard cap on attempts.
We'll set up a test campaign against your own number so you can hear exactly what a homeowner would.
