How it works: your full journey in detail
The same journey as the diagram on the home page, with every step written out. Most calls become booked jobs. Urgent ones reach you. The rest become qualified leads.
Every call starts here
Missed call
Your virtual AI receptionist safely intercepts incoming calls you can't answer while you're on the tools, driving, or after hours.
Answer & Triage
Greets the customer professionally using your exact business name and immediately identifies why they are calling.
Qualify & Scope
Gathers job details, confirms the customer is within your service radius, and outlines your base call-out fees.
Smart Routing
Following your rules to instantly sort the call into routine booking, urgent escalation, or a complex quote.
Most calls: booked
Checks live calendar
Scans your real-time availability instantly so the AI never double-books you or overwrites personal time.
Books job
Automatically locks the customer into an open, qualified slot on your schedule without you lifting a finger.
Confirms SMS
Texts the customer a confirmation in your business name, with their locked-in date, time, and job summary.
Urgent calls: straight to you
Alerts you
Sends a high-priority SMS to your phone so you can get on it fast.
Live Transfer, if enabled
Seamlessly patches the emergency caller straight through to your mobile phone so you can take over live.
Complex calls: captured as a lead
Collects info
Asks smart follow-up questions to gather specific job notes, measurements, or custom requirements.
Creates a lead
Drops the caller's details into your pipeline as a 'Pending Lead' so you can review and price it up later.
Afterwards
You stay in control
Centralised Owner Dashboard where you can review, edit, reschedule, or override any automated action your AI assistant performs.
Your team gets their schedule
Instantly pushes finalised, approved jobs straight to your field crew so they know exactly where to head next.
Invoice out, then paid
When the job's done, the invoice goes out from the same dashboard. If it isn't paid, optional auto-chasing follows up politely until it is.